We are live on ! Find out more
PTBD icon

Pacer Trendpilot US Bond ETF

64 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, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.84% more ownership

Funds ownership: 58.56%59.4% (+0.84%)

13% less capital invested

Capital invested by funds: $165M → $144M (-$20.7M)

24% less funds holding

Funds holding: 8464 (-20)

68% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 41

71% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
Holders Change
-20
Holders Change %
-23.81%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
41
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IW
26
Imprint Wealth
South Carolina
$873K +$889K +43,376 New
BAM
27
Belpointe Asset Management
Nevada
$817K +$303K +14,782 +57%
KOC
28
Koss-Olinger Consulting
Florida
$794K -$470K -22,908 -37%
JWCA
29
J.W. Cole Advisors
Florida
$784K +$11.5K +563 +1%
Stifel Financial
30
Stifel Financial
Missouri
$774K -$139K -6,769 -15%
EP
31
Eudaimonia Partners
Tennessee
$703K -$24.5K -1,196 -3%
GLA
32
Good Life Advisors
Pennsylvania
$666K -$24.8K -1,211 -4%
GFA
33
Gallagher Fiduciary Advisors
Illinois
$619K +$631K +30,770 New
SWP
34
Stratos Wealth Partners
Ohio
$609K -$220K -10,741 -26%
IFPG
35
Intrepid Financial Planning Group
Indiana
$598K +$228K +11,121 +60%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$587K -$54.5K -2,661 -8%
SPIA
37
Steward Partners Investment Advisory
New York
$564K +$3.69K +180 +0.6%
PAG
38
Private Advisor Group
New Jersey
$459K -$111K -5,421 -19%
WS
39
Wedbush Securities
California
$427K -$139K -6,769 -24%
CAAS
40
Capital Asset Advisory Services
Michigan
$343K -$6.15K -300 -2%
WCM
41
WealthBridge Capital Management
Ohio
$337K -$91.8K -4,480 -21%
IFG
42
Independent Financial Group
California
$324K -$611K -29,803 -65%
MFG
43
Merit Financial Group
Georgia
$271K +$2.23K +109 +0.8%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$257K +$262K +12,786 New
SI
45
Stephens Inc
Arkansas
$249K -$36.9K -1,800 -13%
BRWA
46
B. Riley Wealth Advisors
Florida
$234K -$122K -5,928 -34%
IWM
47
IHT Wealth Management
Illinois
$221K -$18.7K -911 -8%
OPPS
48
Obsidian Personal Planning Solutions
Maryland
$212K +$216K +10,530 New
EH
49
Equitable Holdings
New York
$202K -$1.56K -76 -0.8%
FP
50
Financial Perspectives
Minnesota
$124K +$1.56K +76 +1%

PTBD Hedge Fund Activity: Q1 2023 in Review

64 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2023, worth a combined $144M — down 13% from $165M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PTBD and 7 opened new positions — a net loss of 17 holders — while 41 trimmed existing stakes and 13 added.

The largest buyer was Jane Street, adding an estimated $9.3M. The largest seller was LPL Financial, cutting an estimated $7.69M.

  • 64 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2023, down from 84 in Q4 2022.
  • Funds reported $144M of Pacer Trendpilot US Bond ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2023 and 24 closed out, a net change of -17 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q1 2023 was Jane Street, an estimated $9.3M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q1 2023 was LPL Financial, an estimated $7.69M sold.

Based on aggregated 13F filings for Q1 2023.