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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
Bank of America
1
Bank of America
North Carolina
$316M +$3.38M +63,127 +1%
LPL Financial
2
LPL Financial
California
$248M +$71.4M +1,332,310 +38%
Morgan Stanley
3
Morgan Stanley
New York
$244M +$4.36M +81,348 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$147M +$22.8M +426,092 +17%
Wells Fargo
5
Wells Fargo
California
$133M +$5.5M +102,583 +4%
CIAS
6
CFS Investment Advisory Services
New Jersey
$103M +$526K +9,809 +0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$75M +$5.95M +110,982 +8%
FS
8
Ferguson Shapiro
Georgia
$70.3M +$2.55M +47,612 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$65.6M +$2.04M +38,064 +3%
Ameriprise
10
Ameriprise
Minnesota
$64.3M +$58.1M +1,083,347 +654%
UBS Group
11
UBS Group
Switzerland
$63.5M +$744K +13,886 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$56.8M +$7.96M +148,453 +16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$55.1M +$8.29M +154,653 +17%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$47.7M +$1.09M +20,287 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$42.7M +$7.22M +134,589 +19%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$31.4M +$1.11M +20,666 +4%
MML Investors Services
17
MML Investors Services
Massachusetts
$31.3M +$9.9M +184,750 +44%
KOC
18
Koss-Olinger Consulting
Florida
$31.2M +$213K +3,981 +0.7%
GWM
19
Geneos Wealth Management
Colorado
$24.9M +$7.78M +145,063 +43%
LFAS
20
Level Four Advisory Services
Texas
$20.1M +$214K +3,998 +1%
KAS
21
Kestra Advisory Services
Texas
$20M +$329K +6,146 +2%
Stifel Financial
22
Stifel Financial
Missouri
$19M +$965K +18,001 +5%
AAS
23
Avantax Advisory Services
Texas
$18.3M +$1.79M +33,332 +10%
MW
24
MBL Wealth
North Carolina
$18.2M +$243K +4,536 +1%
AWS
25
Atria Wealth Solutions
New York
$17.7M +$778K +14,506 +4%

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.