Summary
PTLC Chart
PTLC: A Conservative Approach To S&P 500 Investing
The Pacer Trendpilot US Large Cap ETF (PTLC) operates on a simple, rules-based technical indicator. It adjusts its exposure to the S&P 500 on its technical signal. It holds either 100% equities, a 50/50 mix of stocks and T-bills, or 100% T-bills—based on whether the S&P 500 Index is trading above or below its 200-day SMA. The fund's strategy is designed to protect capital during prolonged, conventional market downturns. By automatically shifting to a more conservative position (50% or 100% cash), PTLC aims to minimize losses.
Pacer Trendpilot US Large Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 590,351 | $34.39M | $35.59M | $1.19M | 3.47% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 32,188 | $1.65M | $1.93M | $282,998.26 | 17.16% |
| NA Nizar Araji National Bank Of Canada /FI/ | 720 | $27,115.2 | $43,401.6 | $16,286.4 | 60.06% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 50,825 | $1.83M | $3.08M | $1.24M | 67.67% |
| RR rosemary richard WCG Wealth Advisors LLC | 16,349 | $704,771.81 | $989,277.99 | $284,506.18 | 40.37% |
Pacer Trendpilot US Large Cap ETF (PTLC) FAQ
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Pacer Trendpilot US Large Cap ETF Profile
| BATS Exchange | US Country |
Overview
The provided company description outlines an investment fund that dedicates a significant portion of its assets to tracking the performance of a specific index, with a strategic approach to asset allocation based on market conditions. This investment fund operates by closely following the S&P 500® Index while offering the flexibility to adjust its exposure between the S&P 500 and 3-Month U.S. Treasury bills. The decision-making process for reallocating assets hinges on the S&P 500's performance relative to its 200-business day historical simple moving average, suggesting a methodical, trend-following investment strategy designed to mitigate risk and potentially enhance returns based on market trends.
Products and Services
- Index-Based Investment Products
- Systematic Trend-Following Strategies
- Strategic Asset Allocation
This category includes investment vehicles that track specific market indices, such as the S&P 500. These products are designed to replicate the performance of their respective indices, offering investors a passive investment strategy that aims for the broad market exposure and diversification.
The fund employs a rules-based methodology to systematically adjust its exposure between the stock market, as represented by the S&P 500, and more stable investments like 3-Month U.S. Treasury bills. This strategy is predicated on market trend analysis, specifically the use of a 200-business day historical simple moving average of the S&P 500 to dictate asset reallocation. This approach is intended to capitalize on sustained market trends while providing a mechanism for risk reduction in downtrends.
Within its portfolio management practices, the fund actively adjusts its asset allocation between 100% investment in the S&P 500, a 50/50 split between the S&P 500 and 3-Month U.S. Treasury bills, or 100% investment in 3-Month U.S. Treasury bills. These adjustments are made based on a predefined, rules-based system that assesses the performance of the S&P 500 against its historical average, allowing the fund to tactically respond to changing market conditions with the aim of securing optimal returns for investors.
