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Pacer Trendpilot US Large Cap ETF
PTLC

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: 245 → 234 (-11)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-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

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$71.4M
2
Ameriprise
Ameriprise
Minnesota
+$58.1M
3
Raymond James Financial
Raymond James Financial
Florida
+$22.8M
4
MML Investors Services
MML Investors Services
Massachusetts
+$9.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$12.3M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.91M
3
AWA
Authentikos Wealth Advisory
California
-$4.36M
4
AA
Armis Advisers
Georgia
-$4.26M
5
WI
WBI Investments
New Jersey
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$5.89M +$706K +13,167 +13%
IWP
52
Invenio Wealth Partners
Florida
$4.59M +$1.97M +36,755 +70%
TFS
53
Thoroughbred Financial Services
Tennessee
$4.34M +$4.05M +75,594 +854%
VAM
54
Vienna Asset Management
California
$4.11M +$687K +12,810 +19%
GF
55
Gimbal Financial
Indiana
$4.11M +$529K +9,863 +14%
SIA
56
Soltis Investment Advisors
Utah
$4.05M +$953K +17,773 +29%
OFP
57
OFC Financial Planning
New Jersey
$3.94M -$51K -952 -1%
CAG
58
Curtis Advisory Group
California
$3.9M +$1.21M +22,609 +43%
WMWM
59
Whitaker-Myers Wealth Managers
Ohio
$3.8M +$17.9K +333 +0.5%
Citigroup
60
Citigroup
New York
$3.68M +$504K +9,393 +15%
MCA
61
Magnolia Capital Advisors
Mississippi
$3.65M -$1.04M -19,466 -22%
AFS
62
Aft Forsyth & Sober
Florida
$3.52M +$85.8K +1,600 +2%
CIA
63
Concurrent Investment Advisors
Florida
$3.5M +$1.06M +19,807 +41%
HAS
64
Holland Advisory Services
Florida
$3.4M -$9.44K -176 -0.3%
HBFP
65
Henderson Brothers Financial Partners
Pennsylvania
$3.39M +$3.27M +61,078 New
CTC
66
Central Trust Company
Missouri
$3.36M +$1.51M +28,182 +76%
WI
67
WBI Investments
New Jersey
$3.24M -$2.71M -50,525 -45%
ACA
68
Aspire Capital Advisors
Washington
$2.99M +$3.11M +58,055 New
HI
69
Harbour Investments
Wisconsin
$2.73M +$1.4M +26,171 +97%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$2.62M +$2.73M +50,964 New
IA
71
Integrity Alliance
Iowa
$2.55M +$2.65M +49,509 New
EE
72
EWG Elevate
California
$2.42M +$1.03M +19,155 +69%
CIAS
73
Capital Investment Advisory Services
North Carolina
$2.28M +$2.38M +44,332 New
LCM
74
Lunt Capital Management
Utah
$2.22M +$111K +2,071 +5%
BWA
75
Beam Wealth Advisors
Louisiana
$2.2M -$78.2K -1,458 -3%
1 2
3
4 5

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.