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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

61 hedge funds and large institutions have $112M invested in Pacer Trendpilot US Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
18
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.53M
2
PAG
Private Advisor Group
New Jersey
+$765K
3
AI
Atria Investments
North Carolina
+$460K
4
NA
NewEdge Advisors
Louisiana
+$402K
5
ODFS
O'Donnell Financial Services
California
+$364K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.64M
2
Jane Street
Jane Street
New York
-$3.91M
3
LPL Financial
LPL Financial
California
-$1.72M
4
OP
ORG Partners
Indiana
-$1.39M
5
Citadel Advisors
Citadel Advisors
Florida
-$947K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$905K +$14.7K +721 +2%
PAG
27
Private Advisor Group
New Jersey
$765K +$765K +37,487 New
SWP
28
Stratos Wealth Partners
Ohio
$670K -$18.9K -927 -3%
Stifel Financial
29
Stifel Financial
Missouri
$634K -$13.4K -657 -2%
IFPG
30
Intrepid Financial Planning Group
Indiana
$607K – – –
CCAL
31
City Center Advisors LLC
Michigan
$575K +$575K +28,208 New
IW
32
Imprint Wealth
South Carolina
$520K -$143K -7,058 -22%
JWCA
33
J.W. Cole Advisors
Florida
$510K -$144K -7,071 -22%
CAN
34
Cetera Advisor Networks
California
$452K -$64.8K -3,179 -13%
EH
35
Equitable Holdings
New York
$318K -$105K -5,155 -25%
HI
36
Harbour Investments
Wisconsin
$293K -$72.2K -3,542 -20%
AWM
37
Axxcess Wealth Management
California
$291K -$41.6K -2,040 -13%
CAAS
38
Capital Asset Advisory Services
Michigan
$289K -$41.3K -2,040 -13%
MML Investors Services
39
MML Investors Services
Massachusetts
$266K -$16.1K -790 -6%
Truist Financial
40
Truist Financial
North Carolina
$244K +$11.2K +549 +5%
WCM
41
WealthBridge Capital Management
Ohio
$224K +$4.65K +228 +2%
GFA
42
Gallagher Fiduciary Advisors
Illinois
$213K +$102 +5 +0%
VA
43
Valmark Advisers
Ohio
$201K +$201K +9,837 New
SPIA
44
Steward Partners Investment Advisory
New York
$128K +$51.7K +2,534 +68%
UBS Group
45
UBS Group
Switzerland
$116K +$98.4K +4,824 +571%
FFA
46
Farther Finance Advisors
California
$84.4K +$84.4K +4,153 New
FP
47
Financial Perspectives
Minnesota
$78.1K +$1.14K +56 +1%
GWM
48
Geneos Wealth Management
Colorado
$74.4K – – –
WP
49
WealthShield Partners
North Carolina
$65.7K – – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$63K +$266 +13 +0.4%
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