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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

59 hedge funds and large institutions have $138M invested in Pacer Trendpilot US Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
20
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ODFS
O'Donnell Financial Services
California
+$4.75M
2
Jane Street
Jane Street
New York
+$4.03M
3
MCA
Magnolia Capital Advisors
Mississippi
+$3.51M
4
Morgan Stanley
Morgan Stanley
New York
+$2.18M
5
AAS
Avantax Advisory Services
Texas
+$1.85M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$2.49M
2
LPL Financial
LPL Financial
California
-$1.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$989K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$912K
5
WP
WealthShield Partners
North Carolina
-$658K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
PFG Advisors
Arizona
$939K -$110K -5,382 -11%
CA
27
Cetera Advisors
Colorado
$894K -$114K -5,555 -11%
SWP
28
Stratos Wealth Partners
Ohio
$692K +$6.59K +322 +1%
IW
29
Imprint Wealth
South Carolina
$674K +$21.2K +1,028 +3%
JWCA
30
J.W. Cole Advisors
Florida
$656K -$74K -3,615 -10%
Stifel Financial
31
Stifel Financial
Missouri
$650K +$90.5K +4,423 +16%
IFPG
32
Intrepid Financial Planning Group
Indiana
$609K -$1.23K -60 -0.2%
CAN
33
Cetera Advisor Networks
California
$519K -$171K -8,344 -25%
EH
34
Equitable Holdings
New York
$425K -$8.23K -402 -2%
HI
35
Harbour Investments
Wisconsin
$367K -$218K -10,661 -37%
CAAS
36
Capital Asset Advisory Services
Michigan
$334K -$5.12K -250 -2%
AWM
37
Axxcess Wealth Management
California
$334K -$5.12K -250 -2%
BB
38
Burford Brothers
Texas
$331K +$331K +16,664 New
MML Investors Services
39
MML Investors Services
Massachusetts
$283K +$4.11K +201 +1%
KOC
40
Koss-Olinger Consulting
Florida
$264K -$1.19K -58 -0.4%
Truist Financial
41
Truist Financial
North Carolina
$234K -$2.8K -137 -1%
WCM
42
WealthBridge Capital Management
Ohio
$220K -$9.09K -444 -4%
GFA
43
Gallagher Fiduciary Advisors
Illinois
$214K -$198K -9,673 -48%
AWS
44
Atria Wealth Solutions
New York
$205K +$205K +9,943 New
FP
45
Financial Perspectives
Minnesota
$77.2K -$2.54K -124 -3%
SPIA
46
Steward Partners Investment Advisory
New York
$76.4K – – –
GWM
47
Geneos Wealth Management
Colorado
$74.7K -$4.09K -200 -5%
WP
48
WealthShield Partners
North Carolina
$66.5K -$658K -31,876 -91%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$63.6K -$166 -8 -0.3%
ACA
50
Aptus Capital Advisors
Alabama
$44.1K -$553 -27 -1%
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