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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
GIA
151
Gladstone Institutional Advisory
Florida
$483K +$9.01K +168 +2%
MFA
152
Mayflower Financial Advisors
Massachusetts
$477K -$9.27K -173 -2%
SF
153
Synovus Financial
Georgia
$454K +$176K +3,291 +59%
IWN
154
Independent Wealth Network
Iowa
$449K -$21.9K -409 -4%
XPN
155
XY Planning Network
Montana
$429K +$268 +5 +0.1%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$427K -$2.84K -53 -0.6%
GSWM
157
Golden State Wealth Management
California
$413K +$33.7K +629 +9%
MFG
158
Merit Financial Group
Georgia
$409K -$6.43K -120 -1%
MCC
159
Money Concepts Capital
Florida
$408K -$975K -18,185 -70%
BWA
160
Burt Wealth Advisors
Maryland
$399K +$24K +448 +6%
OPWM
161
Oregon Pacific Wealth Management
Oregon
$378K -$3.7K -69 -0.9%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$365K +$43.9K +818 +13%
RWA
163
Redhawk Wealth Advisors
Minnesota
$349K +$67.9K +1,266 +23%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$346K +$150K +2,800 +69%
Renaissance Technologies
165
Renaissance Technologies
New York
$345K -$933K -17,400 -72%
AF
166
Allworth Financial
California
$337K -$14.3K -266 -4%
BAM
167
Belpointe Asset Management
Nevada
$333K +$76.7K +1,431 +29%
AG
168
AmeriFlex Group
Nevada
$325K -$25.2K -471 -7%
IA
169
Inspire Advisors
Idaho
$324K -$1.34K -25 -0.4%
SFG
170
Sovereign Financial Group
Connecticut
$322K -$4.93K -92 -1%
ASN
171
Advisory Services Network
Georgia
$321K -$148K -2,762 -31%
WAM
172
WNY Asset Management
New York
$320K +$126K +2,350 +61%
IWC
173
Integrated Wealth Concepts
Massachusetts
$304K -$326K -6,083 -51%
FA
174
Flagstar Advisors
New York
$304K +$316K +5,902 New
BWM
175
BCS Wealth Management
Tennessee
$300K +$36K +672 +13%

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.