Summary
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 (%) |
|---|---|---|---|---|---|
| BS Barrett Schultz Ashton Thomas Securities LLC | 144,071 | $7.56M | $8.46M | $904,045.17 | 11.96% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 33,181 | $1.7M | $1.94M | $244,562.12 | 14.38% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 24,892 | $1.3M | $1.46M | $162,130.74 | 12.47% |
| RR rosemary richard WCG Wealth Advisors LLC | 17,027 | $731,864.69 | $997,697.06 | $265,832.37 | 36.32% |
 Jeff Ameen Spire Wealth Management | 5,631 | $214,372.17 | $330,201.84 | $115,829.67 | 54.03% |
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.
