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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

58 hedge funds and large institutions have $103M invested in Pacer Trendpilot US Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
11
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
ORG Partners
Indiana
+$1.59M
2
PWM
Perigon Wealth Management
California
+$804K
3
ODFS
O'Donnell Financial Services
California
+$667K
4
Jane Street
Jane Street
New York
+$566K
5
CIA
Concurrent Investment Advisors
Florida
+$529K

Top Sellers

1
MCA
Magnolia Capital Advisors
Mississippi
-$3.47M
2
AAS
Avantax Advisory Services
Texas
-$2.18M
3
CG
Clarus Group
Texas
-$2.05M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.49M
5
CAG
Csenge Advisory Group
Florida
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$736K -$17.4K -867 -2%
PA
27
PFG Advisors
Arizona
$679K -$306K -15,225 -31%
IFPG
28
Intrepid Financial Planning Group
Indiana
$599K +$1.01K +50 +0.2%
SWP
29
Stratos Wealth Partners
Ohio
$581K -$79.4K -3,952 -12%
CCAL
30
City Center Advisors LLC
Michigan
$575K – – –
CIA
31
Concurrent Investment Advisors
Florida
$529K +$529K +26,307 New
Stifel Financial
32
Stifel Financial
Missouri
$401K -$224K -11,132 -36%
JWCA
33
J.W. Cole Advisors
Florida
$330K -$172K -8,559 -34%
KWA
34
Kingswood Wealth Advisors
California
$321K +$321K +15,958 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$299K +$299K +14,865 New
CAAS
36
Capital Asset Advisory Services
Michigan
$282K -$7.47K -369 -3%
AWM
37
Axxcess Wealth Management
California
$280K -$7.42K -369 -3%
EH
38
Equitable Holdings
New York
$265K -$48.9K -2,431 -16%
Truist Financial
39
Truist Financial
North Carolina
$232K -$9.27K -461 -4%
UAG
40
United Advisor Group
Ohio
$227K +$227K +11,312 New
HI
41
Harbour Investments
Wisconsin
$210K -$79.3K -3,946 -27%
FIM
42
Freedom Investment Management
Connecticut
$201K +$201K +9,982 New
IAIM
43
International Assets Investment Management
Florida
$159K +$159K +7,909 New
SPIA
44
Steward Partners Investment Advisory
New York
$126K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$100K +$37.7K +1,849 +60%
GRP
46
Global Retirement Partners
California
$82.4K +$53.3K +2,651 +183%
FP
47
Financial Perspectives
Minnesota
$63.8K -$13.2K -656 -17%
GWM
48
Geneos Wealth Management
Colorado
$58.4K -$14.9K -743 -20%
WP
49
WealthShield Partners
North Carolina
$49.5K -$15.9K -784 -24%
ACA
50
Aptus Capital Advisors
Alabama
$25.9K -$9.83K -489 -27%
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