PTLC icon

Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

230 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, 73 increasing their positions, 92 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
25
Increased
73
Reduced
92
Closed
19
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$8K

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$114M
2
LPL Financial
2
LPL Financial
California
$282M
3
DRS
3
Deane Retirement Strategies
Louisiana
$11.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$50.9M
5
NA
5
NewEdge Advisors
Louisiana
$14.7M

Top Sellers

1
FS
1
Ferguson Shapiro
Georgia
$412K
2
Ameriprise
2
Ameriprise
Minnesota
$10.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$210M
4
Raymond James Financial
4
Raymond James Financial
Florida
$123M
5
AWS
5
Atria Wealth Solutions
New York
$2.55M
Name Market Value Shares Shares
Change 		Shares
Change %
SG
101
StoneX Group
New York
$1.2M 23,639 +5,308 +29%
EH
102
Equitable Holdings
New York
$1.17M 23,124 -3,840 -14%
GSEP
103
Golden State Equity Partners
California
$1.17M 23,011 +11,866 +106%
BCI
104
Brinker Capital Investments
Pennsylvania
$1.13M 22,200 +2,282 +11%
PFS
105
Prospera Financial Services
Texas
$1.12M 22,095 +223 +1%
FIM
106
Freedom Investment Management
Connecticut
$1.12M 22,070 +1,126 +5%
AAP
107
Arax Advisory Partners
Colorado
$1.11M 21,855 -1,530 -7%
SFP
108
Strategic Financial Partners
Oregon
$1.1M 21,729 -15 -0.1%
AWM
109
Axxcess Wealth Management
California
$1.05M 20,657 -10,254 -33%
CAAS
110
Capital Asset Advisory Services
Michigan
$1.05M 20,657 -10,254 -33%
SF
111
Synovus Financial
Georgia
$996K 19,615 +10,784 +122%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$967K 19,058 -1,110 -6%
PJSIMP
113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$950K 18,720 -1,733 -8%
IWC
114
Integrated Wealth Concepts
Massachusetts
$936K 18,445 +12,535 +212%
WWA
115
WCG Wealth Advisors
Nevada
$935K 18,428 -1,219 -6%
OFS
116
OneAscent Financial Services
Alabama
$925K 18,214 +6,546 +56%
SOS
117
Silver Oak Securities
Tennessee
$868K 17,091 +649 +4%
SI
118
Saxon Interests
Texas
$864K 16,794 – –
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$856K 16,864 +16,864 New
AIFAIM
120
American Institute for Advanced Investment Management
Arizona
$836K 16,474 – –
WG
121
Welch Group
Alabama
$831K 16,370 -102 -0.6%
SPC
122
Sigma Planning Corp
Michigan
$794K 15,645 +621 +4%
XPN
123
XY Planning Network
Montana
$755K 14,877 +6,543 +79%
WWM
124
Western Wealth Management
Colorado
$740K 14,582 -265 -2%
KWA
125
Kingswood Wealth Advisors
California
$733K 14,449 -127 -0.9%
3 4
5
6 7