Welcome to our dedicated page for Pacer American Energy Infrastructure ETF SEC filings (Ticker: USAI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Pacer American Energy Independence ETF (USAI) SEC filings page on Stock Titan is designed to surface regulatory documents for this NYSE Arca-listed exchange-traded fund as they become available from EDGAR. While no SEC filings are listed in the current data, ETFs such as USAI typically report details of their investment objectives, risks, expenses and portfolio exposure through periodic and registration filings.
According to Pacer ETFs, USAI is a rules-based strategy that targets U.S. and Canadian midstream energy companies tied to American energy independence, with a focus on contract-based business models in the energy infrastructure industry. When filings are available, they can provide additional detail on how this mandate is implemented, including the fund’s relationship to the American Energy Independence Index, risk factors such as energy infrastructure concentration, foreign securities exposure, MLP risk, non-diversification and tracking error, as well as fee and expense information.
On Stock Titan, users can access USAI-related filings as they are posted to EDGAR and use AI-powered summaries to interpret key sections. These summaries can help explain the implications of risk disclosures, changes to investment policies, or updates to index licensing arrangements with SL Advisors, LLC and S&P Opco, LLC. For investors evaluating USAI, this page offers a structured way to review the official regulatory language that underpins the fund’s strategy and risk profile.
In addition to core registration and periodic reports, the filings page can also highlight any other USAI-related documents that appear in the SEC system, with AI tools helping to identify the most important points for further analysis.
Schedule 13G/A (Amendment 2) highlights: Foundations Investment Advisors, LLC (FIA) has filed as a passive beneficial owner of Pacer Funds Trust’s Pacer American Energy Independence ETF (ticker USAI, CUSIP 69374H428) for the event date 30 Jun 2025.
- Shares owned: 801,399
- Ownership percentage: 7.5 % of outstanding units
- Voting power: 0 shares (no sole or shared voting authority)
- Dispositive power: sole power over all 801,399 shares; no shared dispositive power
- Filing made under Rule 13d-1(b) as FIA is an SEC-registered investment adviser (type IA).
The stake adds FIA to USAI’s list of 5 %+ holders, potentially increasing institutional visibility and secondary-market liquidity. Because FIA reports no voting rights and characterises the position as passive, the filing does not indicate an activist agenda or governance influence. No other group members, subsidiaries, or special certifications are disclosed.
Truist Financial Corporation has filed a Schedule 13G disclosing a 194,171-share position in the Pacer American Energy Independence ETF (USAI), equal to 38.83 % of the fund’s outstanding shares as of 30 June 2025.
The filing classifies Truist as both a parent holding company (HC) and an investment adviser (IA). Truist reports:
- Sole dispositive power: 194,171 shares
- Sole or shared voting power: none
Management affirms the shares are held in the ordinary course of business with no intent to influence control. The certification is signed by Vice President Edward M. Kwiatkowski on 7 July 2025.
For investors, the filing signals significant institutional ownership in USAI, potentially improving liquidity and visibility, while also concentrating nearly 39 % of the ETF in a single holder.