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Pacer Trendpilot US Large Cap ETF

234 hedge funds and large institutions have $2.38B invested in Pacer Trendpilot US Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 129 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 60

7% more capital invested

Capital invested by funds: $2.23B → $2.38B (+$153M)

3.39% more ownership

Funds ownership: 66.76%70.15% (+3.4%)

4% less funds holding

Funds holding: 245234 (-11)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
234
Holders Change
-11
Holders Change %
-4.49%
% of All Funds
3.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
15
Increased
129
Reduced
60
Closed
20
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
126
Clear Creek Financial Management
Washington
$719K +$397K +7,404 +113%
IAIM
127
International Assets Investment Management
Florida
$715K -$17K -318 -2%
IFG
128
Independent Financial Group
California
$705K +$150K +2,801 +26%
IAS
129
Insigneo Advisory Services
Florida
$666K +$20K +373 +3%
TWM
130
TCFG Wealth Management
California
$652K -$150K -2,799 -18%
CPL
131
Capital & Planning LLC
Georgia
$629K +$43.9K +818 +7%
AWM
132
Apollon Wealth Management
South Carolina
$628K +$80.4K +1,500 +14%
MIC
133
Meridian Investment Counsel
California
$617K -$64.3K -1,200 -9%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$604K +$268K +5,003 +74%
FWP
135
Forefront Wealth Partners
Texas
$603K +$629K +11,726 New
OFS
136
OneAscent Financial Services
Alabama
$600K +$297K +5,546 +91%
William Blair & Company
137
William Blair & Company
Illinois
$585K
WIA
138
World Investment Advisors
California
$581K +$20K +374 +3%
GSEP
139
Golden State Equity Partners
California
$573K -$43.3K -807 -7%
Northern Trust
140
Northern Trust
Illinois
$566K -$79.6K -1,484 -12%
ODA
141
One Degree Advisors
California
$565K +$197K +3,676 +50%
LT
142
Legacy Trust
Michigan
$561K
SWM
143
Spire Wealth Management
Virginia
$547K
EWA
144
EverSource Wealth Advisors
Alabama
$543K +$441K +8,232 +355%
GWSG
145
GPS Wealth Strategies Group
Colorado
$535K +$911 +17 +0.2%
TWP
146
Tempus Wealth Planning
California
$519K +$590 +11 +0.1%
IWM
147
IHT Wealth Management
Illinois
$513K -$268 -5 -0.1%
CW
148
CreativeOne Wealth
Kansas
$509K +$14.2K +264 +3%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$505K -$3.86K -72 -0.7%
SWM
150
Silverlake Wealth Management
Vermont
$486K -$18.9K -353 -4%

PTLC Hedge Fund Activity: Q1 2025 in Review

234 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q1 2025, worth a combined $2.38B — up 6.9% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PTLC and 15 opened new positions — a net loss of 5 holders — while 60 trimmed existing stakes and 129 added.

The largest buyer was LPL Financial, adding an estimated $71.4M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $12.3M sold.

  • 234 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q1 2025, down from 245 in Q4 2024.
  • Funds reported $2.38B of Pacer Trendpilot US Large Cap ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
  • 15 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q1 2025 and 20 closed out, a net change of -5 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q1 2025 was LPL Financial, an estimated $71.4M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q1 2025 was Brookstone Capital Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2025.