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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

229 hedge funds and large institutions have $2.37B invested in Pacer Trendpilot US Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-13
Holders Change %
-5.37%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
14
Increased
127
Reduced
59
Closed
20
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$78K

Top Buyers

1
LPL Financial
LPL Financial
California
+$68.5M
2
Ameriprise
Ameriprise
Minnesota
+$55.7M
3
Raymond James Financial
Raymond James Financial
Florida
+$21.9M
4
MML Investors Services
MML Investors Services
Massachusetts
+$9.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.96M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$12.3M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.59M
3
AWA
Authentikos Wealth Advisory
California
-$4.36M
4
AA
Armis Advisers
Georgia
-$4.09M
5
WI
WBI Investments
New Jersey
-$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
126
TCFG Wealth Management
California
$652K -$144K -2,799 -18%
CPL
127
Capital & Planning LLC
Georgia
$629K +$42.1K +818 +7%
AWM
128
Apollon Wealth Management
South Carolina
$628K +$77.2K +1,500 +14%
MIC
129
Meridian Investment Counsel
California
$617K -$61.7K -1,200 -9%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$604K +$257K +5,003 +74%
FWP
131
Forefront Wealth Partners
Texas
$603K +$603K +11,726 New
OFS
132
OneAscent Financial Services
Alabama
$600K +$285K +5,546 +91%
William Blair & Company
133
William Blair & Company
Illinois
$585K – – –
WIA
134
World Investment Advisors
California
$581K +$19.2K +374 +3%
GSEP
135
Golden State Equity Partners
California
$573K -$41.5K -807 -7%
Northern Trust
136
Northern Trust
Illinois
$566K -$76.4K -1,484 -12%
ODA
137
One Degree Advisors
California
$565K +$189K +3,676 +50%
LT
138
Legacy Trust
Michigan
$561K – – –
SWM
139
Spire Wealth Management
Virginia
$547K – – –
EWA
140
EverSource Wealth Advisors
Alabama
$543K +$424K +8,232 +355%
GWSG
141
GPS Wealth Strategies Group
Colorado
$535K +$875 +17 +0.2%
TWP
142
Tempus Wealth Planning
California
$519K +$566 +11 +0.1%
IWM
143
IHT Wealth Management
Illinois
$513K -$257 -5 -0.1%
CW
144
CreativeOne Wealth
Kansas
$509K +$13.6K +264 +3%
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$505K -$3.71K -72 -0.7%
SWM
146
Silverlake Wealth Management
Vermont
$486K -$18.2K -353 -4%
GIA
147
Gladstone Institutional Advisory
Florida
$483K +$8.64K +168 +2%
MFA
148
Mayflower Financial Advisors
Massachusetts
$477K -$8.9K -173 -2%
SF
149
Synovus Financial
Georgia
$454K +$169K +3,291 +59%
IWN
150
Independent Wealth Network
Iowa
$449K -$21K -409 -4%
4 5
6
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