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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

83 hedge funds and large institutions have $164M 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, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.34%
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
53
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$715K
2
Wells Fargo
Wells Fargo
California
+$666K
3
FAIM
Financial Advocates Investment Management
Washington
+$562K
4
IFPG
Intrepid Financial Planning Group
Indiana
+$374K
5
CAAS
Capital Asset Advisory Services
Michigan
+$349K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.71M
2
Morgan Stanley
Morgan Stanley
New York
-$4.61M
3
LPL Financial
LPL Financial
California
-$4.31M
4
RJA
Raymond James & Associates
Florida
-$3.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$910K -$293K -14,560 -24%
LNC
27
Lincoln National Corp
Pennsylvania
$877K -$38.1K -1,896 -4%
SWP
28
Stratos Wealth Partners
Ohio
$825K -$4.87K -242 -0.6%
WP
29
WealthShield Partners
North Carolina
$780K +$123K +6,114 +19%
JWCA
30
J.W. Cole Advisors
Florida
$772K +$37.5K +1,866 +5%
EP
31
Eudaimonia Partners
Tennessee
$727K -$62.8K -3,125 -8%
GLA
32
Good Life Advisors
Pennsylvania
$690K -$25.2K -1,251 -4%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$640K -$119K -5,940 -16%
F
34
F3Logic
Minnesota
$618K -$429K -21,320 -41%
GBS
35
Gallagher Benefit Services
Illinois
$618K +$618K +30,712 New
WS
36
Wedbush Securities
California
$562K -$626K -31,170 -53%
SPIA
37
Steward Partners Investment Advisory
New York
$561K -$33.6K -1,672 -6%
BAM
38
Belpointe Asset Management
Nevada
$520K -$228K -11,333 -30%
HAS
39
HBW Advisory Services
California
$477K -$389K -19,304 -45%
OMC
40
Old Mission Capital
Illinois
$429K -$1.23M -61,346 -74%
WCM
41
WealthBridge Capital Management
Ohio
$427K -$33.8K -1,683 -7%
IFPG
42
Intrepid Financial Planning Group
Indiana
$374K +$374K +18,605 New
BRWA
43
B. Riley Wealth Advisors
Florida
$353K -$80.7K -4,014 -19%
CAAS
44
Capital Asset Advisory Services
Michigan
$349K +$349K +17,370 New
SPC
45
Sigma Planning Corp
Michigan
$311K -$123K -6,137 -28%
GVAG
46
Great Valley Advisor Group
Delaware
$296K +$89.3K +4,442 +43%
SI
47
Stephens Inc
Arkansas
$286K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$281K +$281K +13,979 New
MFG
49
Merit Financial Group
Georgia
$269K -$41.2K -2,050 -13%
Truist Financial
50
Truist Financial
North Carolina
$264K +$1.75K +87 +0.7%
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