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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 %
FAIM
51
Financial Advocates Investment Management
Washington
$5.89M +$677K +13,167 +13%
IWP
52
Invenio Wealth Partners
Florida
$4.59M +$1.89M +36,755 +70%
TFS
53
Thoroughbred Financial Services
Tennessee
$4.34M +$3.89M +75,594 +854%
VAM
54
Vienna Asset Management
California
$4.11M +$659K +12,810 +19%
GF
55
Gimbal Financial
Indiana
$4.11M +$507K +9,863 +14%
SIA
56
Soltis Investment Advisors
Utah
$4.05M +$914K +17,773 +29%
OFP
57
OFC Financial Planning
New Jersey
$3.94M -$49K -952 -1%
CAG
58
Curtis Advisory Group
California
$3.9M +$1.16M +22,609 +43%
WMWM
59
Whitaker-Myers Wealth Managers
Ohio
$3.8M +$17.1K +333 +0.5%
Citigroup
60
Citigroup
New York
$3.68M +$483K +9,393 +15%
MCA
61
Magnolia Capital Advisors
Mississippi
$3.65M -$1M -19,466 -22%
AFS
62
Aft Forsyth & Sober
Florida
$3.52M +$82.3K +1,600 +2%
CIA
63
Concurrent Investment Advisors
Florida
$3.5M +$1.02M +19,807 +41%
HAS
64
Holland Advisory Services
Florida
$3.4M -$9.06K -176 -0.3%
CTC
65
Central Trust Company
Missouri
$3.36M +$1.45M +28,182 +76%
WI
66
WBI Investments
New Jersey
$3.24M -$2.6M -50,525 -45%
ACA
67
Aspire Capital Advisors
Washington
$2.99M +$2.99M +58,055 New
HI
68
Harbour Investments
Wisconsin
$2.73M +$1.35M +26,171 +97%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$2.62M +$2.62M +50,964 New
IA
70
Integrity Alliance
Iowa
$2.55M +$2.55M +49,509 New
EE
71
EWG Elevate
California
$2.42M +$986K +19,155 +69%
CIAS
72
Capital Investment Advisory Services
North Carolina
$2.28M +$2.28M +44,332 New
LCM
73
Lunt Capital Management
Utah
$2.22M +$107K +2,071 +5%
BWA
74
Beam Wealth Advisors
Louisiana
$2.2M -$75K -1,458 -3%
CFD
75
Creative Financial Designs
Indiana
$2.19M +$153K +2,972 +8%
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