We are live on ! Find out more
PTBD icon

Pacer Trendpilot US Bond ETF
PTBD

101 hedge funds and large institutions have $817M invested in Pacer Trendpilot US Bond ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

165% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 20

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

38% more capital invested

Capital invested by funds: $591M → $817M (+$226M)

22% more funds holding

Funds holding: 83 → 101 (+18)

4.76% less ownership

Funds ownership: 81.34% → 76.58% (-4.8%)

Holders
101
Holders Change
+18
Holders Change %
+21.69%
% of All Funds
1.76%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
24
Increased
53
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KOC
Koss-Olinger Consulting
Florida
+$63.1M
2
Morgan Stanley
Morgan Stanley
New York
+$47.8M
3
F
F3Logic
Minnesota
+$16.5M
4
DADC
D.A. Davidson & Co
Montana
+$14.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$14.7M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$7.8M
3
CAS
Cascadia Advisory Services
Oregon
-$5.33M
4
GWM
Geneos Wealth Management
Colorado
-$3.48M
5
BRWM
B. Riley Wealth Management
Tennessee
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
26
Silverleafe Capital Partners
Tennessee
$5.4M -$376K -13,664 -7%
SWP
27
Stratos Wealth Partners
Ohio
$5.18M +$4M +145,240 +347%
OC
28
Oarsman Capital
Wisconsin
$4.7M +$676K +24,588 +17%
SPIA
29
Steward Partners Investment Advisory
New York
$4.45M +$4.09M +148,732 +1,242%
CFD
30
Creative Financial Designs
Indiana
$4.44M +$216K +7,838 +5%
WS
31
Wedbush Securities
California
$4.42M +$4.39M +159,495 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.42M +$772K +28,060 +21%
OMC
33
Old Mission Capital
Illinois
$4.41M +$4.37M +158,992 New
BRWM
34
B. Riley Wealth Management
Tennessee
$4.25M -$3.38M -122,769 -44%
WWM
35
WT Wealth Management
Arizona
$4.06M +$639K +23,213 +19%
Truist Financial
36
Truist Financial
North Carolina
$3.94M +$3.54M +128,828 +952%
FTUS
37
Flow Traders U.S.
New York
$3.93M +$3.9M +141,666 New
EP
38
Eudaimonia Partners
Tennessee
$3.84M +$1.01M +36,593 +36%
KAS
39
Kestra Advisory Services
Texas
$3.69M +$3.39M +123,418 +1,290%
MCM
40
Monument Capital Management
Virginia
$3.64M -$65.7K -2,387 -2%
SMC
41
Smith, Moore & Co
Missouri
$3.56M -$134K -4,854 -4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.49M +$577K +20,980 +20%
PG
43
Prostatis Group
Maryland
$3.39M +$241K +8,749 +8%
FAIM
44
Financial Advocates Investment Management
Washington
$3.35M +$332K +12,071 +11%
MIM
45
Macroview Investment Management
Maryland
$3.25M +$3.23M +117,346 New
HI
46
Harbour Investments
Wisconsin
$3.17M +$739K +26,883 +31%
CA
47
Cetera Advisors
Colorado
$2.98M +$1.5M +54,528 +103%
AWA
48
Arkadios Wealth Advisors
Georgia
$2.88M +$2.86M +103,981 New
LFAS
49
Level Four Advisory Services
Texas
$2.85M +$263K +9,572 +10%
CP
50
Castleview Partners
Texas
$2.84M +$2.82M +102,382 New
1
2
3 4 5

PTBD Hedge Fund Activity: Q2 2021 in Review

101 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2021, worth a combined $817M — up 38% from $591M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PTBD positions and 5 closed out — a net gain of 19 holders — while 53 added to existing stakes and 20 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $63.1M. The largest seller was Citadel Advisors, cutting an estimated $14.7M.

  • 101 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2021, up from 83 in Q1 2021.
  • Funds reported $817M of Pacer Trendpilot US Bond ETF stock for Q2 2021, up 38% quarter-over-quarter.
  • 24 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2021 and 5 closed out, a net change of +19 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q2 2021 was Koss-Olinger Consulting, an estimated $63.1M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2021.