PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

232 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, 74 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
25
Increased
74
Reduced
92
Closed
19
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$8K

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$114M
2
LPL Financial
LPL Financial
California
+$37.1M
3
DRS
Deane Retirement Strategies
Louisiana
+$11.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.77M
5
NA
NewEdge Advisors
Louisiana
+$7.86M

Top Sellers

1
FS
Ferguson Shapiro
Georgia
-$68.9M
2
Ameriprise
Ameriprise
Minnesota
-$53M
3
Morgan Stanley
Morgan Stanley
New York
-$31.5M
4
Raymond James Financial
Raymond James Financial
Florida
-$22.2M
5
AWS
Atria Wealth Solutions
New York
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
26
Tyche Wealth Partners
Texas
$12.6M +$776K +15,280 +7%
MWM
27
MY Wealth Management
Maryland
$11.9M +$2.98M +58,642 +34%
IWP
28
Invenio Wealth Partners
Florida
$11.6M +$7.1M +139,900 +157%
DRS
29
Deane Retirement Strategies
Louisiana
$11.4M +$11.4M +225,020 +98,262%
Pacer Advisors
30
Pacer Advisors
Pennsylvania
$11.1M +$431K +8,500 +4%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$10.7M -$117K -2,305 -1%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$10.4M -$175K -3,416 -2%
Ameriprise
33
Ameriprise
Minnesota
$10.4M -$53M -1,044,217 -84%
MWA
34
Meridian Wealth Advisors
Texas
$10.4M -$94.5K -1,862 -0.9%
JWCA
35
J.W. Cole Advisors
Florida
$10M +$1.19M +23,384 +13%
MA
36
MONECO Advisors
Connecticut
$9.49M -$312K -6,153 -3%
PAG
37
Private Advisor Group
New Jersey
$9.19M +$167K +3,297 +2%
FCM
38
Fourpath Capital Management
Oklahoma
$8.34M +$91.8K +1,809 +1%
SPIA
39
Steward Partners Investment Advisory
New York
$8.26M +$648K +12,757 +9%
FEG
40
Financial Enhancement Group
Indiana
$8.21M -$5.48M -107,100 -40%
Creative Planning
41
Creative Planning
Kansas
$8.14M +$563K +11,089 +7%
Citadel Advisors
42
Citadel Advisors
Florida
$7.38M +$7.38M +145,456 New
1NWS
43
1 North Wealth Services
Maryland
$7.24M +$1.33M +26,169 +22%
SFI
44
SPC Financial Inc
Maryland
$7.24M +$843K +16,601 +13%
DC
45
Davenport & Co
Virginia
$7.24M -$9.57M -188,555 -57%
CIA
46
Concurrent Investment Advisors
Florida
$6.77M +$3.32M +65,438 +96%
OP
47
ORG Partners
Indiana
$5.74M -$216K -4,258 -4%
VAM
48
Vienna Asset Management
California
$5.52M +$1.46M +28,860 +36%
FAIM
49
Financial Advocates Investment Management
Washington
$5.46M -$354K -6,980 -6%
SWP
50
Stratos Wealth Partners
Ohio
$4.36M -$1.46M -28,683 -25%
1
2
3 4 5