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Pacer Trendpilot US Bond ETF

62 hedge funds and large institutions have $125M invested in Pacer Trendpilot US Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.19% more ownership

Funds ownership: 59.4%61.59% (+2.2%)

3% less funds holding

Funds holding: 6462 (-2)

14% less capital invested

Capital invested by funds: $144M → $125M (-$19.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

78% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 41

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$872K -$1.43M -71,174 -62%
IW
27
Imprint Wealth
South Carolina
$788K -$79.1K -3,952 -9%
CAN
28
Cetera Advisor Networks
California
$750K -$433K -21,629 -37%
JWCA
29
J.W. Cole Advisors
Florida
$715K -$63.5K -3,172 -8%
EP
30
Eudaimonia Partners
Tennessee
$686K -$12.6K -631 -2%
SWP
31
Stratos Wealth Partners
Ohio
$677K +$71.7K +3,579 +12%
Stifel Financial
32
Stifel Financial
Missouri
$675K -$94.7K -4,727 -12%
GLA
33
Good Life Advisors
Pennsylvania
$625K -$36.5K -1,820 -5%
GFA
34
Gallagher Fiduciary Advisors
Illinois
$614K -$1.4K -70 -0.2%
IFPG
35
Intrepid Financial Planning Group
Indiana
$587K -$7.51K -375 -1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$501K -$82.9K -4,141 -14%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$433K +$434K +21,652 New
EH
38
Equitable Holdings
New York
$401K +$201K +10,013 +100%
WS
39
Wedbush Securities
California
$359K -$64.8K -3,234 -15%
CAAS
40
Capital Asset Advisory Services
Michigan
$343K
WCM
41
WealthBridge Capital Management
Ohio
$293K -$42.6K -2,125 -13%
KOC
42
Koss-Olinger Consulting
Florida
$259K -$531K -26,492 -67%
IFG
43
Independent Financial Group
California
$252K -$69.7K -3,479 -22%
WOSD
44
WFA of San Diego
California
$247K +$247K +12,336 New
Truist Financial
45
Truist Financial
North Carolina
$228K +$229K +11,421 New
BRWA
46
B. Riley Wealth Advisors
Florida
$226K -$7.17K -358 -3%
MFG
47
Merit Financial Group
Georgia
$219K -$50.4K -2,516 -19%
SI
48
Stephens Inc
Arkansas
$204K -$43.8K -2,188 -18%
FP
49
Financial Perspectives
Minnesota
$113K -$10.9K -543 -9%
GWM
50
Geneos Wealth Management
Colorado
$87.6K -$8.81K -440 -9%

PTBD Hedge Fund Activity: Q2 2023 in Review

62 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2023, worth a combined $125M — down 14% from $144M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTBD and 8 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $1.81M. The largest seller was Jane Street, cutting an estimated $5.79M.

  • 62 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2023, down from 64 in Q1 2023.
  • Funds reported $125M of Pacer Trendpilot US Bond ETF stock for Q2 2023, down 14% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2023 and 10 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q2 2023 was Wells Fargo, an estimated $1.81M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q2 2023 was Jane Street, an estimated $5.79M sold.

Based on aggregated 13F filings for Q2 2023.