We are live on ! Find out more
PTBD icon

Pacer Trendpilot US Bond ETF
PTBD

83 hedge funds and large institutions have $591M invested in Pacer Trendpilot US Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 9

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

54% more capital invested

Capital invested by funds: $385M → $591M (+$207M)

19% more funds holding

Funds holding: 70 → 83 (+13)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

5.94% less ownership

Funds ownership: 87.28% → 81.34% (-5.9%)

Holders
83
Holders Change
+13
Holders Change %
+18.57%
% of All Funds
1.46%
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
51
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFSG
Sound Financial Strategies Group
Mississippi
+$18.2M
2
LPL Financial
LPL Financial
California
+$18.1M
3
CAN
Cetera Advisor Networks
California
+$17.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.6M
5
SPC
Sigma Planning Corp
Michigan
+$13M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.2M
2
CCP
Cardan Capital Partners
Colorado
-$8.15M
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 		Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$4.15M +$334K +12,183 +9%
OC
27
Oarsman Capital
Wisconsin
$3.96M +$1.03M +37,607 +35%
MCM
28
Monument Capital Management
Virginia
$3.64M +$3.66M +133,604 New
SMC
29
Smith, Moore & Co
Missouri
$3.63M +$97.9K +3,570 +3%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.58M +$882K +32,157 +32%
BCM
31
Brookstone Capital Management
Illinois
$3.45M +$1.27M +46,286 +58%
WWM
32
WT Wealth Management
Arizona
$3.37M +$2.23M +81,324 +193%
CG
33
Clarus Group
Texas
$3.15M +$1.62M +58,921 +106%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$3.13M +$3.15M +114,967 New
PG
35
Prostatis Group
Maryland
$3.09M +$3.11M +113,433 New
MML Investors Services
36
MML Investors Services
Massachusetts
$3.07M +$2.65M +96,747 +614%
FAIM
37
Financial Advocates Investment Management
Washington
$2.96M +$2.98M +108,646 New
AAS
38
Avantax Advisory Services
Texas
$2.91M +$33.4K +1,216 +1%
FP
39
Financial Perspectives
Minnesota
$2.87M +$2.14M +78,093 +53,857%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.86M +$1.7M +61,881 +144%
EP
41
Eudaimonia Partners
Tennessee
$2.78M +$667K +24,321 +31%
LFAS
42
Level Four Advisory Services
Texas
$2.54M +$235K +8,555 +10%
AWM
43
AE Wealth Management
Kansas
$2.54M +$2.55M +92,964 New
HI
44
Harbour Investments
Wisconsin
$2.38M +$2.4M +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 +$846K +30,834 +99%
MA
47
Mutual Advisors
Nebraska
$1.81M +$1.82M +66,527 New
IFG
48
Independent Financial Group
California
$1.6M +$748K +27,270 +87%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$1.48M +$1.49M +54,198 New
CA
50
Cetera Advisors
Colorado
$1.44M +$785K +28,608 +118%
1
2
3 4

PTBD Hedge Fund Activity: Q1 2021 in Review

83 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2021, worth a combined $591M — up 54% from $385M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PTBD positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 9 trimmed.

The largest buyer was Sound Financial Strategies Group, adding an estimated $18.2M. The largest seller was Envestnet Asset Management, cutting an estimated $12.2M.

  • 83 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2021, up from 70 in Q4 2020.
  • Funds reported $591M of Pacer Trendpilot US Bond ETF stock for Q1 2021, up 54% quarter-over-quarter.
  • 19 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2021 and 6 closed out, a net change of +13 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q1 2021 was Sound Financial Strategies Group, an estimated $18.2M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2021.