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Pacer Trendpilot US Bond ETF
PTBD

70 hedge funds and large institutions have $385M invested in Pacer Trendpilot US Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 1

3,100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 1

130% more capital invested

Capital invested by funds: $167M → $385M (+$217M)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

84% more funds holding

Funds holding: 38 → 70 (+32)

8.9% more ownership

Funds ownership: 78.37% → 87.28% (+8.9%)

Holders
70
Holders Change
+32
Holders Change %
+84.21%
% of All Funds
1.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
33
Increased
32
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
F
F3Logic
Minnesota
+$18.2M
2
AI
Atria Investments
North Carolina
+$17.8M
3
SFSG
Sound Financial Strategies Group
Mississippi
+$16.4M
4
Stifel Financial
Stifel Financial
Missouri
+$13.4M
5
PAG
Private Advisor Group
New Jersey
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
VC
Veracity Capital
Georgia
-$5.94M
2
Jane Street
Jane Street
New York
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.5M +$928K +34,387 +61%
LFAS
27
Level Four Advisory Services
Texas
$2.33M +$269K +9,967 +13%
SWA
28
SFMG Wealth Advisors
Texas
$2.27M +$2.23M +82,640 New
BCM
29
Brookstone Capital Management
Illinois
$2.21M +$2.17M +80,215 New
FI
30
FormulaFolio Investments
Michigan
$2.17M +$2.12M +78,712 New
EP
31
Eudaimonia Partners
Tennessee
$2.14M +$208K +7,721 +11%
CG
32
Clarus Group
Texas
$1.55M +$1.51M +55,763 New
SWP
33
Stratos Wealth Partners
Ohio
$1.49M +$1.46M +54,071 New
FFS
34
Founders Financial Securities
Maryland
$1.23M +$923K +34,211 +322%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.19M +$547K +20,284 +89%
WWM
36
WT Wealth Management
Arizona
$1.16M +$1.14M +42,055 New
IAIM
37
International Assets Investment Management
Florida
$1.06M +$838K +31,055 New
BAM
38
Belpointe Asset Management
Nevada
$894K +$876K +32,439 New
VC
39
Veracity Capital
Georgia
$876K -$5.94M -220,184 -87%
IFG
40
Independent Financial Group
California
$860K +$843K +31,224 New
GLA
41
Good Life Advisors
Pennsylvania
$845K +$198K +7,343 +31%
SPC
42
Sigma Planning Corp
Michigan
$724K +$347K +12,856 +96%
SDWIA
43
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$716K – – –
HH
44
Hilltop Holdings
Texas
$682K +$21.3K +790 +3%
CA
45
Cetera Advisors
Colorado
$668K +$655K +24,258 New
SI
46
Stephens Inc
Arkansas
$562K +$239K +8,850 +76%
AFS
47
Aft Forsyth & Sober
Florida
$512K +$502K +18,600 New
ASN
48
Advisory Services Network
Georgia
$481K +$5.26K +195 +1%
CWM
49
Centric Wealth Management
Illinois
$443K +$434K +16,082 New
MML Investors Services
50
MML Investors Services
Massachusetts
$434K +$90.8K +3,364 +27%
1
2
3

PTBD Hedge Fund Activity: Q4 2020 in Review

70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2020, worth a combined $385M — up 130% from $167M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PTBD positions and 1 closed out — a net gain of 32 holders — while 32 added to existing stakes and 1 trimmed.

The largest buyer was F3Logic, adding an estimated $18.2M. The largest seller was Veracity Capital, cutting an estimated $5.94M.

  • 70 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $385M of Pacer Trendpilot US Bond ETF stock for Q4 2020, up 130% quarter-over-quarter.
  • 33 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2020 and 1 closed out, a net change of +32 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2020 was F3Logic, an estimated $18.2M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2020 was Veracity Capital, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2020.