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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 %
SIA
51
Soltis Investment Advisors
Utah
$4.08M +$76.9K +1,515 +2%
CAG
52
Curtis Advisory Group
California
$4.07M +$229K +4,510 +6%
OFP
53
OFC Financial Planning
New Jersey
$3.96M +$73.5K +1,448 +2%
MCA
54
Magnolia Capital Advisors
Mississippi
$3.59M -$9.59K -189 -0.3%
AFS
55
Aft Forsyth & Sober
Florida
$3.52M +$40.6K +800 +1%
HI
56
Harbour Investments
Wisconsin
$3.45M +$757K +14,907 +28%
WMWM
57
Whitaker-Myers Wealth Managers
Ohio
$3.32M -$432K -8,501 -12%
Citigroup
58
Citigroup
New York
$3.26M -$375K -7,379 -10%
PA
59
PFG Advisors
Arizona
$3.26M -$8.15M -160,583 -71%
ACA
60
Aspire Capital Advisors
Washington
$3.22M +$275K +5,421 +9%
WI
61
WBI Investments
New Jersey
$3.17M -$27.9K -550 -0.9%
GRP
62
Global Retirement Partners
California
$3.15M +$3.15M +61,976 New
SHF
63
Safe Harbor Fiduciary
Florida
$3.14M +$3.14M +61,798 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$2.75M +$160K +3,155 +6%
GF
65
Gimbal Financial
Indiana
$2.56M -$1.5M -29,487 -37%
AWS
66
Atria Wealth Solutions
New York
$2.55M -$14.9M -294,458 -85%
CTC
67
Central Trust Company
Missouri
$2.52M -$794K -15,636 -24%
CIAS
68
Capital Investment Advisory Services
North Carolina
$2.45M +$195K +3,843 +9%
EE
69
EWG Elevate
California
$2.42M +$27.3K +538 +1%
CFD
70
Creative Financial Designs
Indiana
$2.41M +$253K +4,987 +12%
NWM
71
Napa Wealth Management
California
$2.32M +$2.32M +45,680 New
DADC
72
D.A. Davidson & Co
Montana
$2.3M -$5.41M -106,539 -70%
BWA
73
Beam Wealth Advisors
Louisiana
$2.23M +$60.2K +1,186 +3%
LCM
74
Lunt Capital Management
Utah
$2.2M +$13.3K +262 +0.6%
OAS
75
Optivise Advisory Services
Tennessee
$2.18M +$228K +4,495 +12%
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