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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

134 hedge funds and large institutions have $965M invested in Pacer Trendpilot US Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.07%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
28
Increased
59
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
RJA
Raymond James & Associates
Florida
+$12.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$7.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.51M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.18M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$18.4M
2
Stifel Financial
Stifel Financial
Missouri
-$13.9M
3
F
F3Logic
Minnesota
-$13.1M
4
AI
Atria Investments
North Carolina
-$12.1M
5
WP
WealthShield Partners
North Carolina
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$8.05M -$433K -16,081 -5%
WMA
27
West Michigan Advisors
Michigan
$7.94M +$7.94M +294,799 New
TWM
28
Trinity Wealth Management
Pennsylvania
$7.91M -$562K -20,886 -7%
3F
29
360 Financial
Minnesota
$7.43M +$405K +15,039 +6%
Stifel Financial
30
Stifel Financial
Missouri
$7.33M -$13.9M -515,376 -65%
WP
31
WealthShield Partners
North Carolina
$6.44M -$6.1M -226,674 -49%
TC
32
TAP Consulting
Missouri
$5.75M +$1.05M +38,984 +22%
WS
33
Wedbush Securities
California
$5.73M +$265K +9,856 +5%
SCP
34
Silverleafe Capital Partners
Tennessee
$5.66M +$115K +4,283 +2%
SWP
35
Stratos Wealth Partners
Ohio
$5.62M -$288K -10,691 -5%
CFD
36
Creative Financial Designs
Indiana
$5.57M +$289K +10,731 +5%
CA
37
Cetera Advisors
Colorado
$5.29M -$17.3K -642 -0.3%
FTUS
38
Flow Traders U.S.
New York
$5.27M +$3.69M +136,999 +233%
JCM
39
J2 Capital Management
Michigan
$5.2M +$5.2M +192,925 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$5.18M +$3.24M +120,400 +167%
OC
41
Oarsman Capital
Wisconsin
$4.48M -$50.1K -1,861 -1%
HI
42
Harbour Investments
Wisconsin
$4.46M +$1.02M +37,893 +30%
BRWM
43
B. Riley Wealth Management
Tennessee
$4.34M -$29.6K -1,100 -0.7%
IPW
44
IronBridge Private Wealth
Texas
$4.24M +$311K +11,566 +8%
SEA
45
Stegent Equity Advisors
Texas
$4.09M +$4.09M +151,650 New
WWM
46
WT Wealth Management
Arizona
$3.92M -$64.3K -2,387 -2%
MCA
47
Magnolia Capital Advisors
Mississippi
$3.45M +$3.45M +128,194 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$3.36M +$745K +27,670 +29%
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.26M +$3.26M +120,915 New
Jane Street
50
Jane Street
New York
$3.23M +$485K +18,018 +18%
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