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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 %
FPAS
126
Focus Partners Advisor Solutions
Missouri
$733K 14,448 -5,121 -26%
LSA
127
Lion Street Advisors
Texas
$721K 14,196 -165 -1%
IAIM
128
International Assets Investment Management
Florida
$677K 13,329 -574 -4%
JCFM
129
JBR Co Financial Management
Oklahoma
$650K 12,815 -4,358 -25%
AAS
130
Ameritas Advisory Services
Nebraska
$624K 12,287 +6,621 +117%
AWM
131
Apollon Wealth Management
South Carolina
$620K 12,210 – –
MIC
132
Meridian Investment Counsel
California
$609K 12,000 – –
CPL
133
Capital & Planning LLC
Georgia
$605K 11,923 -303 -2%
TWM
134
TCFG Wealth Management
California
$605K 11,917 -760 -6%
IAS
135
Insigneo Advisory Services
Florida
$595K 11,723 -1,223 -9%
WIA
136
World Investment Advisors
California
$573K 11,292 – –
TFS
137
Thoroughbred Financial Services
Tennessee
$568K 11,193 -73,254 -87%
Northern Trust
138
Northern Trust
Illinois
$558K 10,993 – –
LT
139
Legacy Trust
Michigan
$553K 10,903 – –
SWM
140
Spire Wealth Management
Virginia
$540K 10,631 – –
EWA
141
EverSource Wealth Advisors
Alabama
$536K 10,551 – –
GWSG
142
GPS Wealth Strategies Group
Colorado
$528K 10,406 – –
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$526K 10,371 +550 +6%
CW
144
CreativeOne Wealth
Kansas
$502K 9,885 – –
SWM
145
Silverlake Wealth Management
Vermont
$480K 9,450 – –
GIA
146
Gladstone Institutional Advisory
Florida
$474K 9,345 -40 -0.4%
IWM
147
IHT Wealth Management
Illinois
$466K 9,180 -790 -8%
CLA
148
Carnegie Lake Advisors
New Jersey
$439K 8,654 +8,654 New
GSWM
149
Golden State Wealth Management
California
$437K 8,616 +591 +7%
MFA
150
Mayflower Financial Advisors
Massachusetts
$422K 8,308 -970 -10%
4 5
6
7 8