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Pacer Trendpilot US Mid Cap ETF (PTMC) Institutional Ownership

$37.05
+0.09 (+0.24%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Mid Cap ETF (BATS:PTMC)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$44.95M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$33.70M
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PTMC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Mid Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/25/2024 Financial Advocates Investment Management36,971$1.37M0.1%-23.8%0.326%
10/25/2024 MONECO Advisors LLC14,338$532K0.1%-21.0%0.126%
10/24/2024 Wealth Enhancement Advisory Services LLC11,960$444K0.0%-7.7%0.105%
10/22/2024 Private Advisor Group LLC17,030$632K0.0%+7.3%0.150%
10/22/2024 ODonnell Financial Services LLC515,479$19.14M7.8%+8.8%4.542%
10/18/2024Whitaker Myers Wealth Managers LTD.37,199$1.38M0.5%+1.3%0.328%
8/22/2024Cetera Investment Advisers378,586$13.17M0.0%-0.2%3.336%
8/16/2024NewEdge Advisors LLC94,247$3.28M0.0%+11.2%0.830%
8/16/2024 Magnolia Capital Advisors LLC43,398$1.51M0.1%-1.1%0.382%
8/13/2024Pacer Advisors Inc.274,360$9.55M0.0%-7.0%2.417%
8/8/2024Envestnet Asset Management Inc.71,887$2.50M0.0%+60.0%0.633%
8/5/2024 Private Advisor Group LLC15,873$552K0.0%+2.8%0.140%
7/31/2024Commonwealth Equity Services LLC72,034$2.51M0.0%-3.5%0.635%
7/31/2024 Concurrent Investment Advisors LLC12,026$418K0.0%N/A0.106%
7/30/2024 ODonnell Financial Services LLC473,852$16.49M7.3%+18.6%4.175%
7/30/2024WBI Investments LLC199,275$6.93M1.7%-24.5%1.756%
7/30/2024 International Assets Investment Management LLC1,725$60K0.0%N/A0.015%
7/29/2024 Financial Advocates Investment Management48,544$1.69M0.1%-2.5%0.428%
7/26/2024 Cambridge Investment Research Advisors Inc.111,369$3.88M0.0%-0.7%0.981%
7/24/2024 Strategic Financial Partners Ltd.10,131$353K0.2%+5.5%0.089%
7/19/2024 ADE LLC16,894$588K0.4%-5.9%0.149%
7/19/2024 MONECO Advisors LLC18,151$632K0.1%+4.8%0.160%
7/19/2024MBL Wealth LLC189,513$6.59M0.7%+4.3%1.670%
7/16/2024 Wealth Enhancement Advisory Services LLC12,960$451K0.0%+23.9%0.114%
5/24/2024Cetera Advisors LLC86,055$3.10M0.0%-4.4%0.758%
5/24/2024Cetera Investment Advisers379,263$13.67M0.0%+4,181.1%3.342%
5/10/2024Osaic Holdings Inc.213,235$7.68M0.0%-7.6%1.879%
5/4/2024Geneos Wealth Management Inc.31,063$1.12M0.1%+10.6%0.274%
5/4/2024WBI Investments LLC264,043$9.51M2.0%-13.3%2.326%
5/1/2024 Janney Montgomery Scott LLC6,372$230K0.0%N/A0.056%
4/30/2024 Private Advisor Group LLC15,448$557K0.0%-6.6%0.136%
4/29/2024Commonwealth Equity Services LLC74,677$2.69M0.0%+1.0%0.658%
4/26/2024 MONECO Advisors LLC17,459$629K0.1%+2.5%0.154%
4/25/2024 Cambridge Investment Research Advisors Inc.112,168$4.04M0.0%+1.6%0.988%
4/23/2024 Tyche Wealth Partners LLC22,012$793K0.2%-4.7%0.194%
4/23/2024 Clarus Group Inc.67,465$2.43M1.7%+0.9%0.594%
4/23/2024Raymond James Financial Services Advisors Inc.241,605$8.71M0.0%-10.2%2.129%
4/22/2024MBL Wealth LLC181,773$6.55M0.7%+1.9%1.602%
4/19/2024 Advisor Resource Council13,666$492K0.2%+68.9%0.120%
4/16/2024 Register Financial Advisors LLC860$31K0.0%N/A0.008%
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4/12/2024Whitaker Myers Wealth Managers LTD.36,818$1.33M0.6%-1.3%0.324%
2/14/2024Regal Investment Advisors LLC11,387$374K0.0%+16.3%0.094%
2/13/2024Cetera Advisor Networks LLC300,455$9.87M0.1%-1.6%2.473%
2/9/2024 Cambridge Investment Research Advisors Inc.110,365$3.63M0.0%-11.5%0.908%
2/9/2024WBI Investments LLC304,604$10.01M2.0%-4.6%2.507%
2/9/2024EverSource Wealth Advisors LLC1,000$33K0.0%N/A0.008%
2/9/2024Wells Fargo & Company MN635,656$20.89M0.0%-0.4%5.232%
2/9/2024UBS Group AG193,850$6.37M0.0%-24.7%1.595%
2/8/2024Level Four Advisory Services LLC156,518$5.14M0.3%-3.1%1.288%
2/8/2024 Financial Advocates Investment Management54,778$1.80M0.1%-2.8%0.451%
2/7/2024Avantax Advisory Services Inc.181,823$5.98M0.1%+788.5%1.496%
2/7/2024 Concourse Financial Group Securities Inc.8,960$300K0.0%-44.3%0.074%
2/5/2024Kestra Private Wealth Services LLC13,914$457K0.0%-7.7%0.115%
2/2/2024 ODonnell Financial Services LLC377,881$12.42M6.2%N/A3.110%
2/2/2024Atria Wealth Solutions Inc.18,612$612K0.0%-19.1%0.153%
2/2/2024 Magnolia Capital Advisors LLC44,144$1.45M1.1%-3.7%0.363%
2/1/2024 First Command Advisory Services Inc.1,244$41K0.0%N/A0.010%
1/31/2024 J.W. Cole Advisors Inc.10,223$336K0.0%-37.0%0.084%
1/30/2024 Tyche Wealth Partners LLC23,099$759K0.2%N/A0.190%
1/30/2024Imprint Wealth LLC10,692$358K0.3%+3.6%0.088%
1/29/2024 ORG Partners LLC2,771$91K0.0%+16.5%0.023%
1/29/2024 Clarus Group Inc.66,891$2.20M1.7%+124.5%0.551%
1/26/2024Geneos Wealth Management Inc.28,075$923K0.0%+7.1%0.231%
1/25/2024 International Assets Investment Management LLC56,684$1.73M0.0%N/A0.467%
1/24/2024Stratos Wealth Partners LTD.6,096$200K0.0%-6.6%0.050%
1/24/2024 Legacy Trust13,660$449K0.1%+42.9%0.112%
1/24/2024 International Assets Investment Management LLC56,684$1.73M0.0%N/A0.467%
1/23/2024WealthShield Partners LLC1,222$41K0.0%-92.1%0.010%
1/18/2024MBL Wealth LLC178,408$5.86M0.7%-0.8%1.468%
1/16/2024Pacer Advisors Inc.313,494$10.30M0.0%-2.1%2.580%
1/16/2024Raymond James Financial Services Advisors Inc.268,945$8.84M0.0%-69.0%2.214%
1/16/2024Raymond James & Associates51,947$1.71M0.0%-1.8%0.428%
1/12/2024Whitaker Myers Wealth Managers LTD.37,290$1.23M0.6%-2.3%0.307%
1/12/2024 Advisor Resource Council8,093$266K0.0%-45.6%0.067%
11/13/2023Stifel Financial Corp66,404$2.10M0.0%+8.2%0.547%
11/13/2023LPL Financial LLC544,269$17.17M0.0%+1.1%4.480%
11/13/2023Regal Investment Advisors LLC9,788$309K0.0%-14.2%0.081%
11/13/2023Kestra Advisory Services LLC42,432$1.34M0.0%-7.5%0.349%
11/9/2023WBI Investments Inc.319,279$10.07M2.0%-4.6%2.628%
11/9/2023UBS Group AG257,458$8.12M0.0%-6.0%2.119%
11/8/2023Atria Wealth Solutions Inc.23,000$726K0.0%-40.4%0.189%
11/8/2023Avantax Advisory Services Inc.20,464$646K0.0%+52.1%0.168%
11/6/2023 MONECO Advisors LLC17,225$543K0.2%+7.8%0.142%
11/4/2023 Magnolia Capital Advisors LLC45,837$1.40M1.3%+4.0%0.377%
11/3/2023 ORG Partners LLC2,378$75K0.0%-89.7%0.020%
11/3/2023 Private Advisor Group LLC16,233$512K0.0%-5.4%0.134%
10/27/2023 Financial Advocates Investment Management56,342$1.78M0.1%-6.8%0.464%
10/26/2023 DecisionPoint Financial LLC1,513$48K0.0%N/A0.012%
10/25/2023WealthShield Partners LLC15,513$489K0.1%-22.7%0.128%
10/25/2023 Advisor Resource Council14,886$470K0.2%+10.7%0.123%
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10/24/2023Eudaimonia Partners LLC18,161$573K0.1%-27.0%0.149%
10/24/2023Stratos Wealth Partners LTD.6,526$206K0.0%N/A0.054%
10/24/2023Raymond James Financial Services Advisors Inc.868,587$27.40M0.0%-6.3%7.149%
10/24/2023 Cambridge Investment Research Advisors Inc.124,644$3.93M0.0%+4.8%1.026%
10/23/2023Commonwealth Equity Services LLC74,398$2.35M0.0%-13.3%0.612%
10/16/2023 Clarus Group Inc.29,802$940K0.7%N/A0.245%
10/11/2023J2 Capital Management Inc200,432$6.32M8.0%+25.9%1.650%
10/11/2023Geneos Wealth Management Inc.26,211$827K0.0%+2.4%0.216%
10/11/2023MBL Wealth LLC179,905$5.68M0.8%+4.8%1.481%
10/5/2023Whitaker Myers Wealth Managers LTD.38,154$1.20M0.7%-1.9%0.314%
(Data available from 1/1/2016 forward)

PTMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTMC shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Pacer Trendpilot US Mid Cap ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($20.89M), ODonnell Financial Services LLC ($19.14M), LPL Financial LLC ($17.17M), Cetera Investment Advisers ($13.17M), WBI Investments Inc. ($10.07M), Cetera Advisor Networks LLC ($9.87M), and Pacer Advisors Inc. ($9.55M).Learn more on PTMC's institutional investors.

Which institutional investors have been buying Pacer Trendpilot US Mid Cap ETF stock?

Of the 47 institutional investors that purchased Pacer Trendpilot US Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ODonnell Financial Services LLC ($493.84K), Cetera Investment Advisers ($373.47K), Bank of Montreal Can ($205.17K), Avantax Advisory Services Inc. ($168.37K), Level Four Advisory Services LLC ($116.84K), J2 Capital Management Inc ($115.39K), and International Assets Investment Management LLC ($115.09K).

How much institutional buying is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have bought a total of 2,159,051 shares in the last 24 months. This purchase volume represents approximately $72.01M in transactions.

Which Pacer Trendpilot US Mid Cap ETF major shareholders have been selling company stock?

Of the 43 institutional investors that sold Pacer Trendpilot US Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($857.88K), UBS Group AG ($298.88K), WBI Investments LLC ($120.00K), Commonwealth Equity Services LLC ($85.09K), Pacer Advisors Inc. ($77.63K), LPL Financial LLC ($56.41K), and Eudaimonia Partners LLC ($28.88K).

How much institutional selling is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have sold a total of 1,806,612 shares in the last 24 months. This volume of shares sold represents approximately $58.94M in transactions.



This page (BATS:PTMC) was last updated on 11/4/2024 by MarketBeat.com Staff
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