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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

125 hedge funds and large institutions have $977M invested in Pacer Trendpilot US Bond ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
2.2%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
30
Increased
72
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$48.2M
2
Morgan Stanley
Morgan Stanley
New York
+$20M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$11.9M
5
PAG
Private Advisor Group
New Jersey
+$11.8M

Top Sellers

1
WP
WealthShield Partners
North Carolina
-$10.7M
2
OMC
Old Mission Capital
Illinois
-$3.95M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.58M
4
SS
Simplicity Solutions
Minnesota
-$2.32M
5
FTUS
Flow Traders U.S.
New York
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
26
MBL Wealth
North Carolina
$6.99M +$6.99M +257,717 New
MML Investors Services
27
MML Investors Services
Massachusetts
$6.81M +$1M +36,988 +17%
AAS
28
Avantax Advisory Services
Texas
$6.79M -$158K -5,840 -2%
CAS
29
Cascadia Advisory Services
Oregon
$6.44M +$405K +14,941 +7%
SWP
30
Stratos Wealth Partners
Ohio
$5.95M +$877K +32,323 +17%
Truist Financial
31
Truist Financial
North Carolina
$5.84M +$1.98M +72,934 +51%
ODFS
32
O'Donnell Financial Services
California
$5.73M +$5.73M +211,327 New
SCP
33
Silverleafe Capital Partners
Tennessee
$5.58M +$297K +10,935 +6%
WS
34
Wedbush Securities
California
$5.5M +$1.18M +43,426 +27%
CA
35
Cetera Advisors
Colorado
$5.34M +$2.43M +89,614 +83%
SPIA
36
Steward Partners Investment Advisory
New York
$5.32M +$960K +35,390 +22%
CFD
37
Creative Financial Designs
Indiana
$5.32M +$973K +35,891 +22%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.88M +$1.46M +53,891 +43%
TC
39
TAP Consulting
Missouri
$4.73M +$4.73M +174,444 New
OC
40
Oarsman Capital
Wisconsin
$4.56M -$43.2K -1,594 -0.9%
BRWM
41
B. Riley Wealth Management
Tennessee
$4.4M +$245K +9,051 +6%
WWM
42
WT Wealth Management
Arizona
$4.02M +$40.5K +1,492 +1%
IPW
43
IronBridge Private Wealth
Texas
$3.96M +$3.96M +145,864 New
PG
44
Prostatis Group
Maryland
$3.67M +$353K +13,006 +11%
SMC
45
Smith, Moore & Co
Missouri
$3.48M +$3.09K +114 +0.1%
HI
46
Harbour Investments
Wisconsin
$3.46M +$364K +13,434 +12%
ARG
47
Advisory Resource Group
Oklahoma
$3.21M +$3.21M +118,429 New
MIM
48
Macroview Investment Management
Maryland
$3.19M +$7.57K +279 +0.2%
Citadel Advisors
49
Citadel Advisors
Florida
$3.15M +$2.7M +99,525 +601%
AWA
50
Arkadios Wealth Advisors
Georgia
$2.98M +$165K +6,071 +6%
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