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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

229 hedge funds and large institutions have $2.37B invested in Pacer Trendpilot US Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-13
Holders Change %
-5.37%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
14
Increased
127
Reduced
59
Closed
20
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$78K

Top Buyers

1
LPL Financial
LPL Financial
California
+$68.5M
2
Ameriprise
Ameriprise
Minnesota
+$55.7M
3
Raymond James Financial
Raymond James Financial
Florida
+$21.9M
4
MML Investors Services
MML Investors Services
Massachusetts
+$9.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.96M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$12.3M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.59M
3
AWA
Authentikos Wealth Advisory
California
-$4.36M
4
AA
Armis Advisers
Georgia
-$4.09M
5
WI
WBI Investments
New Jersey
-$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$17M +$1.13M +22,052 +7%
Truist Financial
27
Truist Financial
North Carolina
$15.7M +$198K +3,856 +1%
FEG
28
Financial Enhancement Group
Indiana
$13M +$2.52M +51,982 +24%
TWP
29
Tyche Wealth Partners
Texas
$12M +$224K +4,362 +2%
PA
30
PFG Advisors
Arizona
$11.6M +$909K +17,666 +9%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$11M -$229K -4,455 -2%
Pacer Advisors
32
Pacer Advisors
Pennsylvania
$10.8M -$11.4K -222 -0.1%
MWA
33
Meridian Wealth Advisors
Texas
$10.6M -$772 -15 -0%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$10.6M +$121K +2,355 +1%
MA
35
MONECO Advisors
Connecticut
$9.94M +$404K +7,855 +4%
PAG
36
Private Advisor Group
New Jersey
$9.15M +$1.08M +20,949 +13%
MWM
37
MY Wealth Management
Maryland
$9M +$1.73M +33,595 +24%
JWCA
38
J.W. Cole Advisors
Florida
$8.95M +$3.4M +66,042 +61%
FCM
39
Fourpath Capital Management
Oklahoma
$8.36M +$1.01M +19,659 +14%
DADC
40
D.A. Davidson & Co
Montana
$7.81M +$1.74M +33,856 +29%
SPIA
41
Steward Partners Investment Advisory
New York
$7.72M +$126K +2,443 +2%
Creative Planning
42
Creative Planning
Kansas
$7.68M -$208K -4,037 -3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$7.53M +$7.07M +137,431 +1,553%
NA
44
NewEdge Advisors
Louisiana
$6.88M +$172K +3,343 +3%
ARC
45
Advisor Resource Council
Texas
$6.7M +$3.54M +68,788 +112%
SFI
46
SPC Financial Inc
Maryland
$6.49M +$314K +6,099 +5%
OP
47
ORG Partners
Indiana
$6.04M -$120K -2,325 -2%
TAM
48
Titleist Asset Management
Texas
$6.04M +$6.04M +117,377 New
1NWS
49
1 North Wealth Services
Maryland
$6M -$313K -6,074 -5%
SWP
50
Stratos Wealth Partners
Ohio
$5.9M +$500K +9,711 +9%
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