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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

57 hedge funds and large institutions have $103M invested in Pacer Trendpilot US Bond ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
21
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Inspire Advisors
Idaho
+$6.2M
2
LPL Financial
LPL Financial
California
+$813K
3
GWM
Geneos Wealth Management
Colorado
+$669K
4
SA
Sanctuary Advisors
Indiana
+$502K
5
NA
NewEdge Advisors
Louisiana
+$453K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.91M
3
OP
ORG Partners
Indiana
-$1.2M
4
ODFS
O'Donnell Financial Services
California
-$1.07M
5
Osaic Holdings
Osaic Holdings
Arizona
-$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$724K -$31.3K -1,515 -4%
SWP
27
Stratos Wealth Partners
Ohio
$658K +$61.3K +2,971 +10%
Jane Street
28
Jane Street
New York
$653K -$5.2M -252,170 -89%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$637K -$1.91M -92,448 -75%
IFPG
30
Intrepid Financial Planning Group
Indiana
$625K +$10.2K +495 +2%
CCAL
31
City Center Advisors LLC
Michigan
$619K +$36.8K +1,785 +6%
CIA
32
Concurrent Investment Advisors
Florida
$543K – – –
Stifel Financial
33
Stifel Financial
Missouri
$529K +$118K +5,725 +29%
OP
34
ORG Partners
Indiana
$438K -$1.2M -58,378 -73%
Goldman Sachs
35
Goldman Sachs
New York
$423K +$423K +20,500 New
FIM
36
Freedom Investment Management
Connecticut
$348K +$142K +6,864 +69%
PA
37
PFG Advisors
Arizona
$312K -$384K -18,632 -55%
KWA
38
Kingswood Wealth Advisors
California
$291K -$38.8K -1,878 -12%
AWM
39
Axxcess Wealth Management
California
$260K -$26.9K -1,305 -9%
CAAS
40
Capital Asset Advisory Services
Michigan
$256K -$26.5K -1,305 -9%
Truist Financial
41
Truist Financial
North Carolina
$243K +$5.65K +274 +2%
JWCA
42
J.W. Cole Advisors
Florida
$239K -$99.5K -4,825 -29%
UAG
43
United Advisor Group
Ohio
$234K +$268 +13 +0.1%
VA
44
Valmark Advisers
Ohio
$224K +$224K +10,837 New
HI
45
Harbour Investments
Wisconsin
$170K -$45.3K -2,198 -21%
SPIA
46
Steward Partners Investment Advisory
New York
$129K – – –
GRP
47
Global Retirement Partners
California
$85.6K +$1.01K +49 +1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$64.5K -$37.4K -1,810 -37%
FP
49
Financial Perspectives
Minnesota
$51.4K -$14.1K -681 -21%
ACA
50
Aptus Capital Advisors
Alabama
$25.6K -$970 -47 -4%
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