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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
$282M
3
DRS
Deane Retirement Strategies
Louisiana
$11.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$50.9M
5
NA
NewEdge Advisors
Louisiana
$14.7M

Top Sellers

1
FS
Ferguson Shapiro
Georgia
$412K
2
Ameriprise
Ameriprise
Minnesota
$10.4M
3
Morgan Stanley
Morgan Stanley
New York
$210M
4
Raymond James Financial
Raymond James Financial
Florida
$123M
5
AWS
Atria Wealth Solutions
New York
$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
151
Mayflower Financial Advisors
Massachusetts
$422K -$49.2K -970 -10%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$421K – – –
AF
153
Allworth Financial
California
$413K +$60.8K +1,197 +17%
FS
154
Ferguson Shapiro
Georgia
$412K -$68.9M -1,357,409 -99%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$409K -$186K -3,674 -31%
HAS
156
HBW Advisory Services
California
$405K +$405K +7,987 New
MCC
157
Money Concepts Capital
Florida
$403K – – –
OPWM
158
Oregon Pacific Wealth Management
Oregon
$403K +$29.9K +589 +8%
MFG
159
Merit Financial Group
Georgia
$394K -$9.29K -183 -2%
BWA
160
Burt Wealth Advisors
Maryland
$393K – – –
WAM
161
WNY Asset Management
New York
$355K +$39.7K +782 +13%
RWA
162
Redhawk Wealth Advisors
Minnesota
$344K – – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$339K -$21.8K -429 -6%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$333K -$16.5K -324 -5%
ASN
165
Advisory Services Network
Georgia
$328K +$5.13K +99 +2%
IPW
166
Invictus Private Wealth
Colorado
$315K +$315K +6,200 New
SFG
167
Sovereign Financial Group
Connecticut
$313K -$4.72K -93 -1%
IWN
168
Independent Wealth Network
Iowa
$308K -$135K -2,654 -30%
PWM
169
Prosperity Wealth Management
California
$307K +$307K +6,050 New
HWA
170
HMV Wealth Advisors
Louisiana
$279K – – –
IA
171
Inspire Advisors
Idaho
$275K -$44.9K -884 -14%
IA
172
Insight Advisors
Pennsylvania
$273K – – –
TNA
173
True North Advisors
Texas
$264K +$264K +5,195 New
TWP
174
Tempus Wealth Planning
California
$261K -$252K -4,957 -49%
WS
175
Wedbush Securities
California
$260K +$260K +5,115 New
5 6
7
8 9