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Pacer Trendpilot US Bond ETF

105 hedge funds and large institutions have $416M invested in Pacer Trendpilot US Bond ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.15% less ownership

Funds ownership: 70.57%66.42% (-4.2%)

16% less funds holding

Funds holding: 125105 (-20)

47% less capital invested

Capital invested by funds: $784M → $416M (-$369M)

63% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 32

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

75% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 68

Holders
105
Holders Change
-20
Holders Change %
-16%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
12
Increased
17
Reduced
68
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$3.67M -$376K -16,506 -9%
NA
27
NewEdge Advisors
Louisiana
$3.42M +$323K +14,195 +10%
IPW
28
IronBridge Private Wealth
Texas
$3.17M +$449K +19,682 +15%
AAS
29
Avantax Advisory Services
Texas
$2.75M -$4.13M -181,059 -59%
Stifel Financial
30
Stifel Financial
Missouri
$2.56M -$1.26M -55,331 -32%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.91M -$2.64M -115,895 -57%
Citadel Advisors
32
Citadel Advisors
Florida
$1.73M +$211K +9,269 +13%
FAIM
33
Financial Advocates Investment Management
Washington
$1.72M -$758K -33,250 -29%
HI
34
Harbour Investments
Wisconsin
$1.7M +$1.8M +79,011 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.6M +$1.36M +59,751 +404%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.47M -$2.73M -119,636 -64%
SEA
37
Stegent Equity Advisors
Texas
$1.45M -$28.4K -1,248 -2%
WS
38
Wedbush Securities
California
$1.4M -$107K -4,706 -7%
PAG
39
Private Advisor Group
New Jersey
$1.32M -$6.16M -270,260 -81%
GLA
40
Good Life Advisors
Pennsylvania
$1.29M -$641K -28,142 -32%
IFG
41
Independent Financial Group
California
$1.2M -$322K -14,124 -20%
SG
42
StoneX Group
New York
$1.1M +$265K +11,632 +29%
SWP
43
Stratos Wealth Partners
Ohio
$1.08M -$250K -10,972 -18%
CWM
44
Centric Wealth Management
Illinois
$1.04M -$33.5K -1,471 -3%
HAS
45
HBW Advisory Services
California
$996K -$465K -20,390 -31%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$965K -$1.19M -52,165 -54%
PA
47
PFG Advisors
Arizona
$929K +$10.4K +456 +1%
SPC
48
Sigma Planning Corp
Michigan
$865K -$7.89M -346,405 -90%
AWS
49
Atria Wealth Solutions
New York
$853K -$141K -6,192 -14%
BAM
50
Belpointe Asset Management
Nevada
$806K +$495K +21,718 +138%

PTBD Hedge Fund Activity: Q2 2022 in Review

105 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2022, worth a combined $416M — down 47% from $784M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PTBD and 12 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 17 added.

The largest buyer was Csenge Advisory Group, opening a new position worth an estimated $15.4M. The largest seller was Koss-Olinger Consulting, cutting an estimated $56.3M.

  • 105 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2022, down from 125 in Q1 2022.
  • Funds reported $416M of Pacer Trendpilot US Bond ETF stock for Q2 2022, down 47% quarter-over-quarter.
  • 12 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2022 and 32 closed out, a net change of -20 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q2 2022 was Csenge Advisory Group, an estimated $15.4M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q2 2022 was Koss-Olinger Consulting, an estimated $56.3M sold.

Based on aggregated 13F filings for Q2 2022.