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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 %
BWM
176
BCS Wealth Management
Tennessee
$257K -$39K -769 -13%
SP
177
SWS Partners
Ohio
$257K – – –
EPA
178
Element Pointe Advisors
Florida
$255K – – –
SFC
179
Strategic Financial Concepts
Texas
$244K +$244K +4,814 New
Fisher Asset Management
180
Fisher Asset Management
Washington
$243K +$243K +4,788 New
CWP
181
Cyndeo Wealth Partners
Florida
$240K +$240K +4,734 New
MWM
182
Mascagni Wealth Management
Mississippi
$240K -$51.2K -1,008 -18%
GWP
183
Gateway Wealth Partners
Wisconsin
$237K -$12.6K -248 -5%
YIH
184
Y-Intercept (HK)
Hong Kong
$232K +$232K +4,579 New
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$231K – – –
FA
186
Flagstar Advisors
New York
$227K -$72.8K -1,435 -24%
KC
187
Kinloch Capital
Virginia
$227K +$4.42K +87 +2%
CRWM
188
Castle Rock Wealth Management
California
$225K – – –
PWS
189
Proactive Wealth Strategies
Georgia
$218K -$6.71K -132 -3%
MWM
190
Maridea Wealth Management
New York
$215K -$46.2K -910 -18%
HWMO
191
Heritage Wealth Management (Ohio)
Ohio
$214K +$15.2K +300 +8%
OMC
192
Old Mission Capital
Illinois
$214K +$214K +4,215 New
NEPWA
193
New England Private Wealth Advisors
Massachusetts
$214K – – –
BAM
194
Belpointe Asset Management
Nevada
$212K -$114K -2,253 -35%
LNWWM
195
Laird Norton Wetherby Wealth Management
California
$212K +$212K +4,168 New
GA
196
GSG Advisors
New Jersey
$211K – – –
BEI
197
Benjamin Edwards Inc
Missouri
$208K +$208K +4,100 New
William Blair & Company
198
William Blair & Company
Illinois
$194K -$383K -7,542 -66%
AG
199
AmeriFlex Group
Nevada
$177K -$141K -2,803 -44%
AW
200
Avion Wealth
Texas
$162K – – –
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