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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

82 hedge funds and large institutions have $590M invested in Pacer Trendpilot US Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+13
Holders Change %
+18.84%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
19
Increased
50
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFSG
Sound Financial Strategies Group
Mississippi
+$18.1M
2
LPL Financial
LPL Financial
California
+$18M
3
CAN
Cetera Advisor Networks
California
+$17.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.5M
5
SPC
Sigma Planning Corp
Michigan
+$13M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.1M
2
CCP
Cardan Capital Partners
Colorado
-$8.1M
3
RCS
Retirement Capital Strategies
California
-$3.28M
4
FI
FormulaFolio Investments
Michigan
-$2.17M
5
VC
Veracity Capital
Georgia
-$876K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$4.15M +$332K +12,183 +9%
OC
27
Oarsman Capital
Wisconsin
$3.96M +$1.03M +37,607 +35%
MCM
28
Monument Capital Management
Virginia
$3.64M +$3.64M +133,604 New
SMC
29
Smith, Moore & Co
Missouri
$3.63M +$97.4K +3,570 +3%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.58M +$877K +32,157 +32%
BCM
31
Brookstone Capital Management
Illinois
$3.45M +$1.26M +46,286 +58%
WWM
32
WT Wealth Management
Arizona
$3.37M +$2.22M +81,324 +193%
CG
33
Clarus Group
Texas
$3.15M +$1.62M +58,921 +106%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$3.14M +$3.14M +114,967 New
PG
35
Prostatis Group
Maryland
$3.09M +$3.09M +113,433 New
MML Investors Services
36
MML Investors Services
Massachusetts
$3.07M +$2.64M +96,747 +614%
FAIM
37
Financial Advocates Investment Management
Washington
$2.96M +$2.96M +108,646 New
AAS
38
Avantax Advisory Services
Texas
$2.91M +$33.1K +1,216 +1%
FP
39
Financial Perspectives
Minnesota
$2.87M +$2.86M +78,093 +53,857%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.86M +$1.69M +61,881 +144%
EP
41
Eudaimonia Partners
Tennessee
$2.78M +$663K +24,321 +31%
LFAS
42
Level Four Advisory Services
Texas
$2.54M +$233K +8,555 +10%
AWM
43
AE Wealth Management
Kansas
$2.54M +$2.54M +92,964 New
HI
44
Harbour Investments
Wisconsin
$2.38M +$2.38M +87,403 New
SWA
45
SFMG Wealth Advisors
Texas
$2.25M -$1.23K -45 -0.1%
IAIM
46
International Assets Investment Management
Florida
$2.12M +$1.05M +30,834 +99%
MA
47
Mutual Advisors
Nebraska
$1.81M +$1.81M +66,527 New
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.48M +$1.48M +54,198 New
CA
49
Cetera Advisors
Colorado
$1.44M +$780K +28,608 +118%
ASN
50
Advisory Services Network
Georgia
$1.4M +$920K +33,740 +193%
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