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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

63 hedge funds and large institutions have $144M invested in Pacer Trendpilot US Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-20
Holders Change %
-24.1%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
13
Reduced
40
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$9.13M
2
CFD
Creative Financial Designs
Indiana
+$640K
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$619K
4
WP
WealthShield Partners
North Carolina
+$532K
5
Osaic Holdings
Osaic Holdings
Arizona
+$399K

Top Sellers

1
LPL Financial
LPL Financial
California
-$7.55M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.21M
3
CAG
Csenge Advisory Group
Florida
-$3.63M
4
Morgan Stanley
Morgan Stanley
New York
-$2.68M
5
RJA
Raymond James & Associates
Florida
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
IW
26
Imprint Wealth
South Carolina
$873K +$873K +43,376 New
BAM
27
Belpointe Asset Management
Nevada
$817K +$297K +14,782 +57%
KOC
28
Koss-Olinger Consulting
Florida
$794K -$461K -22,908 -37%
JWCA
29
J.W. Cole Advisors
Florida
$784K +$11.3K +563 +1%
Stifel Financial
30
Stifel Financial
Missouri
$774K -$136K -6,769 -15%
EP
31
Eudaimonia Partners
Tennessee
$703K -$24.1K -1,196 -3%
GLA
32
Good Life Advisors
Pennsylvania
$666K -$24.4K -1,211 -4%
GFA
33
Gallagher Fiduciary Advisors
Illinois
$619K +$619K +30,770 New
SWP
34
Stratos Wealth Partners
Ohio
$609K -$216K -10,741 -26%
IFPG
35
Intrepid Financial Planning Group
Indiana
$598K +$224K +11,121 +60%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$587K -$53.5K -2,661 -8%
SPIA
37
Steward Partners Investment Advisory
New York
$564K +$3.62K +180 +0.6%
PAG
38
Private Advisor Group
New Jersey
$459K -$109K -5,421 -19%
WS
39
Wedbush Securities
California
$427K -$136K -6,769 -24%
CAAS
40
Capital Asset Advisory Services
Michigan
$343K -$6.04K -300 -2%
WCM
41
WealthBridge Capital Management
Ohio
$337K -$90.1K -4,480 -21%
MFG
42
Merit Financial Group
Georgia
$271K +$2.19K +109 +0.8%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$257K +$257K +12,786 New
SI
44
Stephens Inc
Arkansas
$249K -$36.2K -1,800 -13%
BRWA
45
B. Riley Wealth Advisors
Florida
$234K -$119K -5,928 -34%
IWM
46
IHT Wealth Management
Illinois
$221K -$18.3K -911 -8%
OPPS
47
Obsidian Personal Planning Solutions
Maryland
$212K +$212K +10,530 New
EH
48
Equitable Holdings
New York
$202K -$1.53K -76 -0.8%
FP
49
Financial Perspectives
Minnesota
$124K +$1.53K +76 +1%
UBS Group
50
UBS Group
Switzerland
$119K -$94K -4,671 -44%
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