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Pacer Trendpilot US Large Cap ETF
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Overview Fund Activity

230 hedge funds and large institutions have $2.26B invested in Pacer Trendpilot US Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
25
Increased
73
Reduced
92
Closed
19
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$8K

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$114M
2
LPL Financial
2
LPL Financial
California
$282M
3
DRS
3
Deane Retirement Strategies
Louisiana
$11.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$50.9M
5
NA
5
NewEdge Advisors
Louisiana
$14.7M

Top Sellers

1
FS
1
Ferguson Shapiro
Georgia
$412K
2
Ameriprise
2
Ameriprise
Minnesota
$10.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$210M
4
Raymond James Financial
4
Raymond James Financial
Florida
$123M
5
AWS
5
Atria Wealth Solutions
New York
$2.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$313M 6,163,263 +14,713 +0.2%
LPL Financial
2
LPL Financial
California
$282M 5,551,221 +731,729 +15%
Morgan Stanley
3
Morgan Stanley
New York
$210M 4,130,772 -619,658 -13%
Wells Fargo
4
Wells Fargo
California
$136M 2,681,893 +100,709 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$123M 2,428,000 -436,864 -15%
SWA
6
SFMG Wealth Advisors
Texas
$114M 2,247,421 +2,247,421 New
CIAS
7
CFS Investment Advisory Services
New Jersey
$104M 2,044,052 +50,937 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$71.8M 1,414,973 -42,079 -3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$58.1M 1,144,585 -130,247 -10%
UBS Group
10
UBS Group
Switzerland
$55.5M 1,093,996 -140,079 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$50.9M 1,003,376 +172,854 +21%
Osaic Holdings
12
Osaic Holdings
Arizona
$50.2M 940,707 -163,434 -15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$39.9M 785,842 -284,234 -27%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$38.3M 754,119 -172,526 -19%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$33.3M 656,302 +46,306 +8%
KOC
16
Koss-Olinger Consulting
Florida
$29.5M 581,367 -24,988 -4%
AAS
17
Avantax Advisory Services
Texas
$23.7M 466,086 +109,889 +31%
Stifel Financial
18
Stifel Financial
Missouri
$21.3M 420,409 +50,621 +14%
MML Investors Services
19
MML Investors Services
Massachusetts
$21M 414,161 -193,808 -32%
LFAS
20
Level Four Advisory Services
Texas
$19.9M 392,514 +2,268 +0.6%
KAS
21
Kestra Advisory Services
Texas
$19.5M 384,080 -5,169 -1%
MW
22
MBL Wealth
North Carolina
$15.5M 305,577 -48,680 -14%
Truist Financial
23
Truist Financial
North Carolina
$14.9M 292,966 -12,591 -4%
NA
24
NewEdge Advisors
Louisiana
$14.7M 288,673 +154,933 +116%
GWM
25
Geneos Wealth Management
Colorado
$14.1M 276,861 -206,560 -43%
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