Pacer Trendpilot US Bond ETF
PTBD
26 hedge funds and large institutions have $159M invested in Pacer Trendpilot US Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 6 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
37% more capital invested
Capital invested by funds: $116M → $159M (+$43.2M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
4% more funds holding
Funds holding: 25 → 26 (+1)
0.48% less ownership
Funds ownership: 88.79% → 88.31% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$24.3M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$12.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.99M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$2.72M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.86M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$2.63M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
| 4 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$1.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$935K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
|
MHS
27
M Holdings Securities
Portland,
Oregon
| – | -$2.63M | -103,310 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.21M | -47,275 | Closed |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$935K | -36,643 | Closed |
|
|
SPC
30
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$421K | -16,508 | Closed |
|
|
IFG
31
Independent Financial Group
San Diego,
California
| – | -$386K | -15,144 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$52K | -2,045 | Closed |
|
PTBD Hedge Fund Activity: Q2 2020 in Review
26 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2020, worth a combined $159M — up 37% from $116M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PTBD positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $24.3M. The largest seller was IFP Advisors, cutting an estimated $2.86M.
- 26 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2020, up from 25 in Q1 2020.
- Funds reported $159M of Pacer Trendpilot US Bond ETF stock for Q2 2020, up 37% quarter-over-quarter.
- 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2020 and 6 closed out, a net change of +1 holder.
- The largest Pacer Trendpilot US Bond ETF buyer in Q2 2020 was Cardan Capital Partners, an estimated $24.3M added.
- The largest Pacer Trendpilot US Bond ETF seller in Q2 2020 was IFP Advisors, an estimated $2.86M sold.
Based on aggregated 13F filings for Q2 2020.