Pacer Trendpilot US Large Cap ETF
PTLC
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 500 Chesterfield Parkway Malvern PA United States of America 19355
- IPO Date
- Jun 12, 2015
- CIK
- 0001616668
- Website
- paceretfs.com
- Similar Companies
- Business
- Pacer Trendpilot US Large Cap ETF (PTLC) is an exchange-traded fund that seeks to track the total return performance, before fees and expenses, of the Pacer Trendpilot US Large Cap Index before fees and expenses. The index employs a rules-based, trend-following strategy that allocates exposure to either 100% of the S&P 500 Index, 50% to the S&P 500 Index and 50% to 3-month US Treasury bills, or 100% to 3-month US Treasury bills, based on the S&P 500 Total Return Index's position relative to its 200-business-day simple moving average, supplemented by an extreme valuation trigger activating a 50/50 allocation if 20% below the moving average. The fund provides investors with dynamic large-cap US equity exposure designed to mitigate downside risk during market declines while participating in uptrends; it exhibits a net expense ratio of 0.60%, total net assets exceeding $3.3 billion, and primarily holds S&P 500 constituents such as Apple Inc., Nvidia Corp., and Microsoft Corp. PTLC trades on the Cboe BZX exchange and targets long-term investors seeking blend-style large-cap strategies with trend protection. Pacer Funds Trust, the issuer, operates from its headquarters in Malvern, Pennsylvania, with the broader Pacer ETFs platform founded in 2015 and distributed by Pacer Financial, Inc. The fund serves primarily US investors through broker-dealers and registered investment advisors, with geographic focus on domestic large-cap equities alongside short-term Treasuries for defensive positioning. Pacer ETFs encompasses multiple strategy-driven ETF series, including the Trendpilot series (of which PTLC is a flagship with over $3 billion in assets), Cash Cows free cash flow-focused funds, Leaders series, and Metaurus Dividend Multiplier offerings. In recent developments, Pacer ETFs marked substantial growth in 2024, expanding assets under management by 31% from $35 billion to over $46 billion by year-end, driven by strong inflows into core strategies like Trendpilot amid market volatility. The firm launched 10 new ETFs in 2024, including expansions to the Cash Cows series such as Pacer US Cash Cows Bond ETF (MILK), Pacer Nasdaq-100 Top 50 Cash Cows Growth Leaders ETF (QQQG), and Pacer Developed Markets Cash Cows Growth Leaders ETF (EAFG), alongside three Cash Cows UCITS products entering European markets and additions to the Leaders and Custom series. Pacer received multiple 2024 industry awards, reduced fees on select funds, and continued portfolio adjustments for PTLC, incorporating new positions like DoorDash Inc. and Coinbase Global Inc. while maintaining top holdings in leading S&P 500 names.