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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

76 hedge funds and large institutions have $198M invested in Pacer Trendpilot US Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-28
Holders Change %
-26.92%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
4
Increased
18
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
Csenge Advisory Group
Florida
+$5.4M
2
OMC
Old Mission Capital
Illinois
+$1.62M
3
KOC
Koss-Olinger Consulting
Florida
+$870K
4
LNC
Lincoln National Corp
Pennsylvania
+$616K
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$557K

Top Sellers

1
SFSG
Sound Financial Strategies Group
Mississippi
-$37.5M
2
Morgan Stanley
Morgan Stanley
New York
-$19.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.4M
5
CAN
Cetera Advisor Networks
California
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOC
26
Koss-Olinger Consulting
Florida
$1.22M +$870K +44,328 +250%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.21M -$137K -6,971 -10%
Stifel Financial
28
Stifel Financial
Missouri
$1.17M -$1.16M -59,151 -50%
FTUS
29
Flow Traders U.S.
New York
$1.17M -$4.21M -214,634 -78%
WS
30
Wedbush Securities
California
$1.16M -$120K -6,115 -9%
FAIM
31
Financial Advocates Investment Management
Washington
$1.16M -$409K -20,831 -26%
PA
32
PFG Advisors
Arizona
$1.1M +$255K +12,999 +30%
F
33
F3Logic
Minnesota
$1.02M -$9.01M -458,553 -90%
CWM
34
Centric Wealth Management
Illinois
$906K -$44.6K -2,273 -5%
LNC
35
Lincoln National Corp
Pennsylvania
$893K +$616K +31,365 +222%
HAS
36
HBW Advisory Services
California
$844K -$65.3K -3,325 -7%
SWP
37
Stratos Wealth Partners
Ohio
$810K -$178K -9,055 -18%
EP
38
Eudaimonia Partners
Tennessee
$771K -$2.94M -149,474 -79%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$742K -$139K -7,100 -16%
BAM
40
Belpointe Asset Management
Nevada
$730K -$6.22K -317 -0.8%
JWCA
41
J.W. Cole Advisors
Florida
$717K +$108K +5,493 +18%
GLA
42
Good Life Advisors
Pennsylvania
$698K -$480K -24,438 -41%
WP
43
WealthShield Partners
North Carolina
$641K -$3.66M -186,487 -85%
SPIA
44
Steward Partners Investment Advisory
New York
$580K -$35.8K -1,823 -6%
WCM
45
WealthBridge Capital Management
Ohio
$493K – – –
GWM
46
Geneos Wealth Management
Colorado
$460K -$43K -2,191 -9%
SPC
47
Sigma Planning Corp
Michigan
$424K -$366K -18,640 -46%
BRWA
48
B. Riley Wealth Advisors
Florida
$424K +$136K +6,934 +47%
VCP
49
Verus Capital Partners
Arizona
$356K +$2.55K +130 +0.7%
GWM
50
Greenwich Wealth Management
Connecticut
$318K -$3.93K -200 -1%
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