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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.

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
1
SFMG Wealth Advisors
Texas
$114M
2
LPL Financial
2
LPL Financial
California
$282M
3
DRS
3
Deane Retirement Strategies
Louisiana
$11.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$50.9M
5
NA
5
NewEdge Advisors
Louisiana
$14.7M

Top Sellers

1
FS
1
Ferguson Shapiro
Georgia
$412K
2
Ameriprise
2
Ameriprise
Minnesota
$10.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$210M
4
Raymond James Financial
4
Raymond James Financial
Florida
$123M
5
AWS
5
Atria Wealth Solutions
New York
$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$160K – – –
JPMorgan Chase & Co
202
JPMorgan Chase & Co
New York
$148K -$7.28M -143,371 -98%
BlackRock
203
BlackRock
New York
$123K – – –
EB
204
Eastern Bank
Massachusetts
$119K – – –
FFA
205
Farther Finance Advisors
California
$113K – – –
WIM
206
Westside Investment Management
California
$102K – – –
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$94K +$33.9K +669 +56%
AssetMark Inc
208
AssetMark Inc
California
$90.3K -$41.9K -825 -32%
OC
209
Oakworth Capital
Alabama
$79.2K – – –
TLCM
210
Twin Lakes Capital Management
California
$64.8K – – –
OA
211
Operose Advisors
Wisconsin
$61.3K – – –
CT
212
Colonial Trust
South Carolina
$54.4K – – –
RIA
213
Realta Investment Advisors
Delaware
$44.6K -$4.26K -84 -9%
CA
214
CoreCap Advisors
Michigan
$43.8K – – –
NFSG
215
Newbridge Financial Services Group
Florida
$32.7K – – –
FFA
216
Founders Financial Alliance
North Carolina
$30.6K – – –
SIC
217
SJS Investment Consulting
Ohio
$30.5K +$30.5K +600 New
LFG
218
Larson Financial Group
Missouri
$28.4K -$14K -275 -33%
US Bancorp
219
US Bancorp
Minnesota
$25.4K +$25.4K +500 New
AWM
220
AE Wealth Management
Kansas
$24.2K +$5.08K +100 +27%
SIS
221
Sound Income Strategies
Florida
$20.9K -$18.1K -356 -46%
PS
222
Principal Securities
Iowa
$20.3K -$13.7K -270 -40%
LI
223
LRI Investments
Florida
$17.5K – – –
NWM
224
Nova Wealth Management
Florida
$16.7K -$190K -3,747 -92%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$16.5K +$1.88K +37 +13%
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9
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