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Pacer Trendpilot US Bond ETF
PTBD

38 hedge funds and large institutions have $167M invested in Pacer Trendpilot US Bond ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

46% more funds holding

Funds holding: 26 → 38 (+12)

5% more capital invested

Capital invested by funds: $159M → $167M (+$8.64M)

9.94% less ownership

Funds ownership: 88.31% → 78.37% (-9.9%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
38
Holders Change
+12
Holders Change %
+46.15%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
13
Increased
19
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.1M
2
CAN
Cetera Advisor Networks
California
+$3.16M
3
F
F3Logic
Minnesota
+$2.56M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.11M
5
CCP
Cardan Capital Partners
Colorado
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
VC
Veracity Capital
Georgia
-$2.73M
2
Jane Street
Jane Street
New York
-$929K
3
IAIM
International Assets Investment Management
Florida
-$545K
4
SFSG
Sound Financial Strategies Group
Mississippi
-$3.21K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$450K +$454K +17,259 New
SPC
27
Sigma Planning Corp
Michigan
$351K +$354K +13,457 New
MML Investors Services
28
MML Investors Services
Massachusetts
$323K +$325K +12,384 New
SI
29
Stephens Inc
Arkansas
$302K +$304K +11,570 New
SG
30
StoneX Group
New York
$281K +$283K +10,776 New
FFS
31
Founders Financial Securities
Maryland
$277K +$279K +10,627 New
APA
32
American Portfolios Advisors
New York
$50.1K – – –
PCA
33
Providence Capital Advisors
North Carolina
$30K +$30.1K +1,147 New
CWAF
34
Core Wealth Advisors (Florida)
Florida
$29K +$29.1K +1,108 New
F
35
F3Logic
Minnesota
$28.6K +$2.56M +97,312 +10%
IA
36
IFP Advisors
Florida
$16K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$5K – – –
NFSG
38
Newbridge Financial Services Group
Florida
$5K +$5.25K +200 New
IAIM
39
International Assets Investment Management
Florida
– -$545K -16,319 Closed
1
2

PTBD Hedge Fund Activity: Q3 2020 in Review

38 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q3 2020, worth a combined $167M — up 5.4% from $159M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PTBD positions and 1 closed out — a net gain of 12 holders — while 19 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.1M. The largest seller was Veracity Capital, cutting an estimated $2.73M.

  • 38 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q3 2020, up from 26 in Q2 2020.
  • Funds reported $167M of Pacer Trendpilot US Bond ETF stock for Q3 2020, up 5.4% quarter-over-quarter.
  • 13 funds opened new Pacer Trendpilot US Bond ETF positions in Q3 2020 and 1 closed out, a net change of +12 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q3 2020 was LPL Financial, an estimated $10.1M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q3 2020 was Veracity Capital, an estimated $2.73M sold.

Based on aggregated 13F filings for Q3 2020.