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Pacer Trendpilot US Large Cap ETF

235 hedge funds and large institutions have $2.28B invested in Pacer Trendpilot US Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

0% more funds holding

Funds holding: 234235 (+1)

4% less capital invested

Capital invested by funds: $2.38B → $2.28B (-$97M)

1.66% less ownership

Funds ownership: 70.15%68.49% (-1.7%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

15% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 91

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
25
Increased
77
Reduced
91
Closed
20
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
126
XY Planning Network
Montana
$755K +$320K +6,543 +79%
WWM
127
Western Wealth Management
Colorado
$740K -$13K -265 -2%
KWA
128
Kingswood Wealth Advisors
California
$733K -$6.21K -127 -0.9%
FPAS
129
Focus Partners Advisor Solutions
Missouri
$733K -$251K -5,121 -26%
LSA
130
Lion Street Advisors
Texas
$721K -$8.07K -165 -1%
IAIM
131
International Assets Investment Management
Florida
$677K -$28.1K -574 -4%
JCFM
132
JBR Co Financial Management
Oklahoma
$650K -$213K -4,358 -25%
AAS
133
Ameritas Advisory Services
Nebraska
$624K +$324K +6,621 +117%
AWM
134
Apollon Wealth Management
South Carolina
$620K
MIC
135
Meridian Investment Counsel
California
$609K
CPL
136
Capital & Planning LLC
Georgia
$605K -$14.8K -303 -2%
TWM
137
TCFG Wealth Management
California
$605K -$37.2K -760 -6%
IAS
138
Insigneo Advisory Services
Florida
$595K -$59.8K -1,223 -9%
WIA
139
World Investment Advisors
California
$573K
TFS
140
Thoroughbred Financial Services
Tennessee
$568K -$3.58M -73,254 -87%
Northern Trust
141
Northern Trust
Illinois
$558K
LT
142
Legacy Trust
Michigan
$553K
SWM
143
Spire Wealth Management
Virginia
$540K
EWA
144
EverSource Wealth Advisors
Alabama
$536K
GWSG
145
GPS Wealth Strategies Group
Colorado
$528K
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$526K +$26.9K +550 +6%
CW
147
CreativeOne Wealth
Kansas
$502K
SWM
148
Silverlake Wealth Management
Vermont
$480K
GIA
149
Gladstone Institutional Advisory
Florida
$474K -$1.96K -40 -0.4%
IWM
150
IHT Wealth Management
Illinois
$466K -$38.6K -790 -8%

PTLC Hedge Fund Activity: Q2 2025 in Review

235 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Large Cap ETF (PTLC) for Q2 2025, worth a combined $2.28B — down 4.1% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PTLC positions and 20 closed out — a net gain of 5 holders — while 77 added to existing stakes and 91 trimmed.

The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $110M. The largest seller was Ferguson Shapiro, cutting an estimated $66.4M.

  • 235 institutional investors held Pacer Trendpilot US Large Cap ETF (PTLC) as of Q2 2025, up from 234 in Q1 2025.
  • Funds reported $2.28B of Pacer Trendpilot US Large Cap ETF stock for Q2 2025, down 4.1% quarter-over-quarter.
  • 25 funds opened new Pacer Trendpilot US Large Cap ETF positions in Q2 2025 and 20 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Large Cap ETF buyer in Q2 2025 was SFMG Wealth Advisors, an estimated $110M added.
  • The largest Pacer Trendpilot US Large Cap ETF seller in Q2 2025 was Ferguson Shapiro, an estimated $66.4M sold.

Based on aggregated 13F filings for Q2 2025.