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Pacer Trendpilot US Large Cap ETF

234 hedge funds and large institutions have $2.38B invested in Pacer Trendpilot US Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 129 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 60

7% more capital invested

Capital invested by funds: $2.23B → $2.38B (+$153M)

3.39% more ownership

Funds ownership: 66.76%70.15% (+3.4%)

4% less funds holding

Funds holding: 245234 (-11)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
234
Holders Change
-11
Holders Change %
-4.49%
% of All Funds
3.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
15
Increased
129
Reduced
60
Closed
20
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$17M +$1.18M +22,052 +7%
Truist Financial
27
Truist Financial
North Carolina
$15.7M +$207K +3,856 +1%
FEG
28
Financial Enhancement Group
Indiana
$13M +$2.79M +51,982 +24%
TWP
29
Tyche Wealth Partners
Texas
$12M +$234K +4,362 +2%
PA
30
PFG Advisors
Arizona
$11.6M +$947K +17,666 +9%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$11M -$239K -4,455 -2%
Pacer Advisors
32
Pacer Advisors
Pennsylvania
$10.8M -$11.9K -222 -0.1%
MWA
33
Meridian Wealth Advisors
Texas
$10.6M -$804 -15 -0%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$10.6M +$126K +2,355 +1%
MA
35
MONECO Advisors
Connecticut
$9.94M +$421K +7,855 +4%
PAG
36
Private Advisor Group
New Jersey
$9.15M +$1.12M +20,949 +13%
MWM
37
MY Wealth Management
Maryland
$9M +$1.8M +33,595 +24%
JWCA
38
J.W. Cole Advisors
Florida
$8.95M +$3.54M +66,042 +61%
FCM
39
Fourpath Capital Management
Oklahoma
$8.36M +$1.05M +19,659 +14%
DADC
40
D.A. Davidson & Co
Montana
$7.81M +$1.81M +33,856 +29%
SPIA
41
Steward Partners Investment Advisory
New York
$7.72M +$131K +2,443 +2%
Creative Planning
42
Creative Planning
Kansas
$7.68M -$216K -4,037 -3%
JP Morgan Chase
43
JP Morgan Chase
New York
$7.53M +$7.37M +137,431 +1,553%
NA
44
NewEdge Advisors
Louisiana
$6.88M +$179K +3,343 +3%
ARC
45
Advisor Resource Council
Texas
$6.7M +$3.69M +68,788 +112%
SFI
46
SPC Financial Inc
Maryland
$6.49M +$327K +6,099 +5%
OP
47
ORG Partners
Indiana
$6.04M -$125K -2,325 -2%
TAM
48
Titleist Asset Management
Texas
$6.04M +$6.29M +117,377 New
1NWS
49
1 North Wealth Services
Maryland
$6M -$326K -6,074 -5%
SWP
50
Stratos Wealth Partners
Ohio
$5.9M +$521K +9,711 +9%

PTLC Hedge Fund Activity: Q1 2025 in Review

234 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q1 2025, worth a combined $2.38B — up 6.9% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PTLC and 15 opened new positions — a net loss of 5 holders — while 60 trimmed existing stakes and 129 added.

The largest buyer was LPL Financial, adding an estimated $71.4M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $12.3M sold.

  • 234 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q1 2025, down from 245 in Q4 2024.
  • Funds reported $2.38B of Pacer Trendpilot US Large Cap ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 15 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q1 2025 and 20 closed out, a net change of -5 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q1 2025 was LPL Financial, an estimated $71.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q1 2025 was Brookstone Capital Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2025.