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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

60 hedge funds and large institutions have $110M invested in Pacer Trendpilot US Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.8M
2
IAIM
International Assets Investment Management
Florida
+$2.49M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$999K
4
CG
Clarus Group
Texas
+$956K
5
AI
Atria Investments
North Carolina
+$890K

Top Sellers

1
LPL Financial
LPL Financial
California
-$6.82M
2
Jane Street
Jane Street
New York
-$5.08M
3
OMC
Old Mission Capital
Illinois
-$1.72M
4
OP
ORG Partners
Indiana
-$1.32M
5
RJA
Raymond James & Associates
Florida
-$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthShield Partners
North Carolina
$684K -$265K -13,619 -28%
CAN
27
Cetera Advisor Networks
California
$657K -$73.9K -3,794 -10%
SWP
28
Stratos Wealth Partners
Ohio
$652K -$7.45K -382 -1%
EP
29
Eudaimonia Partners
Tennessee
$624K -$44.3K -2,274 -7%
IW
30
Imprint Wealth
South Carolina
$617K -$152K -7,787 -20%
IFPG
31
Intrepid Financial Planning Group
Indiana
$581K +$8.87K +455 +2%
HI
32
Harbour Investments
Wisconsin
$557K -$330K -16,928 -37%
Stifel Financial
33
Stifel Financial
Missouri
$532K -$126K -6,447 -19%
Citadel Advisors
34
Citadel Advisors
Florida
$510K +$510K +26,158 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$481K +$58.7K +3,010 +14%
EH
36
Equitable Holdings
New York
$412K +$21.5K +1,103 +5%
GFA
37
Gallagher Fiduciary Advisors
Illinois
$392K -$206K -10,571 -34%
OP
38
ORG Partners
Indiana
$363K -$1.32M -67,899 -78%
AWM
39
Axxcess Wealth Management
California
$323K +$323K +16,570 New
CAAS
40
Capital Asset Advisory Services
Michigan
$323K -$9.74K -500 -3%
MML Investors Services
41
MML Investors Services
Massachusetts
$266K -$586K -29,997 -69%
KOC
42
Koss-Olinger Consulting
Florida
$252K -$312 -16 -0.1%
FTUS
43
Flow Traders U.S.
New York
$241K +$241K +12,345 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$240K -$248K -12,719 -51%
Truist Financial
45
Truist Financial
North Carolina
$226K +$3.02K +155 +1%
WCM
46
WealthBridge Capital Management
Ohio
$218K -$67.2K -3,447 -24%
MFG
47
Merit Financial Group
Georgia
$195K -$18.8K -964 -9%
CAS
48
Coppell Advisory Solutions
Texas
$89.6K +$44.2K +2,200 +98%
FP
49
Financial Perspectives
Minnesota
$75.9K -$34.1K -1,748 -31%
GWM
50
Geneos Wealth Management
Colorado
$75K -$10.4K -533 -12%
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