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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 %
P
101
&Partners
Tennessee
$1.23M +$26.6K +524 +2%
SG
102
StoneX Group
New York
$1.2M +$269K +5,308 +29%
EH
103
Equitable Holdings
New York
$1.17M -$195K -3,840 -14%
GSEP
104
Golden State Equity Partners
California
$1.17M +$602K +11,866 +106%
BCI
105
Brinker Capital Investments
Pennsylvania
$1.13M +$116K +2,282 +11%
PFS
106
Prospera Financial Services
Texas
$1.12M +$11.3K +223 +1%
FIM
107
Freedom Investment Management
Connecticut
$1.12M +$57.2K +1,126 +5%
AAP
108
Arax Advisory Partners
Colorado
$1.11M -$77.7K -1,530 -7%
SFP
109
Strategic Financial Partners
Oregon
$1.1M -$761 -15 -0.1%
AWM
110
Axxcess Wealth Management
California
$1.05M -$520K -10,254 -33%
CAAS
111
Capital Asset Advisory Services
Michigan
$1.05M -$520K -10,254 -33%
SF
112
Synovus Financial
Georgia
$996K +$547K +10,784 +122%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$967K -$56.3K -1,110 -6%
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$950K -$88K -1,733 -8%
IWC
115
Integrated Wealth Concepts
Massachusetts
$936K +$636K +12,535 +212%
WWA
116
WCG Wealth Advisors
Nevada
$935K -$61.9K -1,219 -6%
OFS
117
OneAscent Financial Services
Alabama
$925K +$332K +6,546 +56%
SOS
118
Silver Oak Securities
Tennessee
$868K +$32.9K +649 +4%
SI
119
Saxon Interests
Texas
$864K – – –
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$856K +$856K +16,864 New
AIFAIM
121
American Institute for Advanced Investment Management
Arizona
$836K – – –
WG
122
Welch Group
Alabama
$831K -$5.18K -102 -0.6%
SPC
123
Sigma Planning Corp
Michigan
$794K +$31.5K +621 +4%
XPN
124
XY Planning Network
Montana
$755K +$332K +6,543 +79%
WWM
125
Western Wealth Management
Colorado
$740K -$13.5K -265 -2%
3 4
5
6 7