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Pacer Trendpilot US Large Cap ETF
PTLC

Overview Fund Activity

229 hedge funds and large institutions have $2.37B invested in Pacer Trendpilot US Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-13
Holders Change %
-5.37%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
14
Increased
127
Reduced
59
Closed
20
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$78K

Top Buyers

1
LPL Financial
LPL Financial
California
+$68.5M
2
Ameriprise
Ameriprise
Minnesota
+$55.7M
3
Raymond James Financial
Raymond James Financial
Florida
+$21.9M
4
MML Investors Services
MML Investors Services
Massachusetts
+$9.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.96M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$12.3M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.59M
3
AWA
Authentikos Wealth Advisory
California
-$4.36M
4
AA
Armis Advisers
Georgia
-$4.09M
5
WI
WBI Investments
New Jersey
-$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$316M +$3.25M +63,127 +1%
LPL Financial
2
LPL Financial
California
$248M +$68.5M +1,332,310 +38%
Morgan Stanley
3
Morgan Stanley
New York
$244M +$4.19M +81,348 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$147M +$21.9M +426,092 +17%
Wells Fargo
5
Wells Fargo
California
$133M +$5.28M +102,583 +4%
CIAS
6
CFS Investment Advisory Services
New Jersey
$103M +$505K +9,809 +0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$75M +$5.71M +110,982 +8%
FS
8
Ferguson Shapiro
Georgia
$70.3M +$2.45M +47,612 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$65.6M +$1.96M +38,064 +3%
Ameriprise
10
Ameriprise
Minnesota
$64.3M +$55.7M +1,083,347 +654%
UBS Group
11
UBS Group
Switzerland
$63.5M +$714K +13,886 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$56.8M +$7.64M +148,453 +16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$55.1M +$7.96M +154,653 +17%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$47.7M +$1.04M +20,287 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$42.7M +$6.92M +134,589 +19%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$31.4M +$1.06M +20,666 +4%
MML Investors Services
17
MML Investors Services
Massachusetts
$31.3M +$9.51M +184,750 +44%
KOC
18
Koss-Olinger Consulting
Florida
$31.2M +$205K +3,981 +0.7%
GWM
19
Geneos Wealth Management
Colorado
$24.9M +$7.46M +145,063 +43%
LFAS
20
Level Four Advisory Services
Texas
$20.1M +$206K +3,998 +1%
KAS
21
Kestra Advisory Services
Texas
$20M +$316K +6,146 +2%
Stifel Financial
22
Stifel Financial
Missouri
$19M +$926K +18,001 +5%
AAS
23
Avantax Advisory Services
Texas
$18.3M +$1.71M +33,332 +10%
MW
24
MBL Wealth
North Carolina
$18.2M +$233K +4,536 +1%
AWS
25
Atria Wealth Solutions
New York
$17.7M +$746K +14,506 +4%
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