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Pacer Trendpilot US Bond ETF

84 hedge funds and large institutions have $165M invested in Pacer Trendpilot US Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

9% more funds holding

Funds holding: 7784 (+7)

0.51% more ownership

Funds ownership: 58.05%58.56% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less capital invested

Capital invested by funds: $198M → $165M (-$33.6M)

83% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 54

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
9
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$923K -$17K -840 -2%
Stifel Financial
27
Stifel Financial
Missouri
$910K -$295K -14,560 -24%
LNC
28
Lincoln National Corp
Pennsylvania
$877K -$38.4K -1,896 -4%
SWP
29
Stratos Wealth Partners
Ohio
$825K -$4.89K -242 -0.6%
WP
30
WealthShield Partners
North Carolina
$780K +$124K +6,114 +19%
JWCA
31
J.W. Cole Advisors
Florida
$772K +$37.7K +1,866 +5%
EP
32
Eudaimonia Partners
Tennessee
$727K -$63.2K -3,125 -8%
GLA
33
Good Life Advisors
Pennsylvania
$690K -$25.3K -1,251 -4%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$640K -$120K -5,940 -16%
F
35
F3Logic
Minnesota
$618K -$431K -21,320 -41%
GBS
36
Gallagher Benefit Services
Illinois
$618K +$621K +30,712 New
WS
37
Wedbush Securities
California
$562K -$631K -31,170 -53%
SPIA
38
Steward Partners Investment Advisory
New York
$561K -$33.8K -1,672 -6%
BAM
39
Belpointe Asset Management
Nevada
$520K -$229K -11,333 -30%
HAS
40
HBW Advisory Services
California
$477K -$390K -19,304 -45%
OMC
41
Old Mission Capital
Illinois
$429K -$1.24M -61,346 -74%
WCM
42
WealthBridge Capital Management
Ohio
$427K -$34K -1,683 -7%
IFPG
43
Intrepid Financial Planning Group
Indiana
$374K +$376K +18,605 New
BRWA
44
B. Riley Wealth Advisors
Florida
$353K -$81.2K -4,014 -19%
CAAS
45
Capital Asset Advisory Services
Michigan
$349K +$351K +17,370 New
SPC
46
Sigma Planning Corp
Michigan
$311K -$124K -6,137 -28%
GVAG
47
Great Valley Advisor Group
Delaware
$296K +$89.9K +4,442 +43%
SI
48
Stephens Inc
Arkansas
$286K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$281K +$283K +13,979 New
MFG
50
Merit Financial Group
Georgia
$269K -$41.5K -2,050 -13%

PTBD Hedge Fund Activity: Q4 2022 in Review

84 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2022, worth a combined $165M — down 17% from $198M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PTBD positions and 9 closed out — a net gain of 8 holders — while 9 added to existing stakes and 54 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $719K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.76M.

  • 84 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $165M of Pacer Trendpilot US Bond ETF stock for Q4 2022, down 17% quarter-over-quarter.
  • 17 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2022 and 9 closed out, a net change of +8 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $719K added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $8.76M sold.

Based on aggregated 13F filings for Q4 2022.