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Pacer Trendpilot US Bond ETF
PTBD

54 hedge funds and large institutions have $64.1M invested in Pacer Trendpilot US Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

8.09% more ownership

Funds ownership: 53.3% → 61.39% (+8.1%)

8% more funds holding

Funds holding: 50 → 54 (+4)

2% more capital invested

Capital invested by funds: $63.1M → $64.1M (+$1M)

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
+$3.26M
2
MG
Mather Group
Illinois
+$2.37M
3
MCA
Magnolia Capital Advisors
Mississippi
+$1.76M
4
MWM
Maridea Wealth Management
New York
+$1.23M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$653K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.32M
2
Goldman Sachs
Goldman Sachs
New York
-$1.81M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.8M
4
Jane Street
Jane Street
New York
-$1.8M
5
LPL Financial
LPL Financial
California
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$10.8M +$490K +25,360 +5%
LPL Financial
2
LPL Financial
California
$5.89M -$1.16M -59,932 -16%
MCA
3
Magnolia Capital Advisors
Mississippi
$5.53M +$1.76M +91,020 +45%
CFD
4
Creative Financial Designs
Indiana
$5.41M +$138K +7,165 +3%
MSL
5
MILLINGTON SECURITIES, LLC
New Jersey
$3.21M +$3.26M +168,891 New
WI
6
WBI Investments
New Jersey
$3.21M +$3.26M +168,891 New
NA
7
NewEdge Advisors
Louisiana
$3.04M +$177K +9,194 +6%
Wells Fargo
8
Wells Fargo
California
$2.48M -$163K -8,463 -6%
Raymond James Financial
9
Raymond James Financial
Florida
$2.37M -$1.8M -93,420 -43%
MG
10
Mather Group
Illinois
$2.33M +$2.37M +122,913 New
Morgan Stanley
11
Morgan Stanley
New York
$1.5M -$83.7K -4,337 -5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.5M -$139K -7,202 -8%
OWP
13
ORG Wealth Partners
Texas
$1.23M +$285K +14,748 +30%
MWM
14
Maridea Wealth Management
New York
$1.21M +$1.23M +63,658 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.17M +$653K +33,819 +121%
CIAS
16
Capital Investment Advisory Services
North Carolina
$1.13M +$207K +10,708 +22%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.02M -$99.3K -5,144 -9%
PAG
18
Private Advisor Group
New Jersey
$917K +$41.8K +2,164 +5%
FWP
19
Forefront Wealth Partners
Texas
$848K +$52.6K +2,726 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$750K -$3.32M -171,992 -81%
Jane Street
21
Jane Street
New York
$743K -$1.8M -93,001 -70%
PWM
22
Perigon Wealth Management
California
$710K -$47.3K -2,450 -6%
AI
23
Atria Investments
North Carolina
$690K -$74.6K -3,864 -10%
JP Morgan Chase
24
JP Morgan Chase
New York
$631K +$647K +33,492 New
OFP
25
OFC Financial Planning
New Jersey
$617K – – –
1
2 3

PTBD Hedge Fund Activity: Q1 2026 in Review

54 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2026, worth a combined $64.1M — up 1.6% from $63.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PTBD positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $3.26M. The largest seller was Citadel Advisors, cutting an estimated $3.32M.

  • 54 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2026, up from 50 in Q4 2025.
  • Funds reported $64.1M of Pacer Trendpilot US Bond ETF stock for Q1 2026, up 1.6% quarter-over-quarter.
  • 9 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2026 and 2 closed out, a net change of +7 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q1 2026 was WBI Investments, an estimated $3.26M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q1 2026 was Citadel Advisors, an estimated $3.32M sold.

Based on aggregated 13F filings for Q1 2026.