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Pacer Trendpilot US Bond ETF

58 hedge funds and large institutions have $104M invested in Pacer Trendpilot US Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $103M → $104M (+$154K)

0% more funds holding

Funds holding: 5858 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.63% less ownership

Funds ownership: 60.52%59.89% (-0.63%)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
21
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$724K -$31.1K -1,515 -4%
SWP
27
Stratos Wealth Partners
Ohio
$658K +$60.9K +2,971 +10%
Jane Street
28
Jane Street
New York
$653K -$5.17M -252,170 -89%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$637K -$1.9M -92,448 -75%
IFPG
30
Intrepid Financial Planning Group
Indiana
$625K +$10.2K +495 +2%
CCAL
31
City Center Advisors LLC
Michigan
$619K +$36.6K +1,785 +6%
CIA
32
Concurrent Investment Advisors
Florida
$543K
Stifel Financial
33
Stifel Financial
Missouri
$529K +$117K +5,725 +29%
OP
34
ORG Partners
Indiana
$438K -$1.2M -58,378 -73%
Goldman Sachs
35
Goldman Sachs
New York
$423K +$420K +20,500 New
FIM
36
Freedom Investment Management
Connecticut
$348K +$141K +6,864 +69%
PA
37
PFG Advisors
Arizona
$312K -$382K -18,632 -55%
KWA
38
Kingswood Wealth Advisors
California
$291K -$38.5K -1,878 -12%
AWM
39
Axxcess Wealth Management
California
$260K -$26.8K -1,305 -9%
CAAS
40
Capital Asset Advisory Services
Michigan
$256K -$26.8K -1,305 -9%
Truist Financial
41
Truist Financial
North Carolina
$243K +$5.62K +274 +2%
JWCA
42
J.W. Cole Advisors
Florida
$239K -$98.9K -4,825 -29%
UAG
43
United Advisor Group
Ohio
$234K +$267 +13 +0.1%
IFG
44
Independent Financial Group
California
$233K +$232K +11,314 New
VA
45
Valmark Advisers
Ohio
$224K +$222K +10,837 New
HI
46
Harbour Investments
Wisconsin
$170K -$45.1K -2,198 -21%
SPIA
47
Steward Partners Investment Advisory
New York
$129K
GRP
48
Global Retirement Partners
California
$85.6K +$1K +49 +1%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$64.5K -$37.1K -1,810 -37%
FP
50
Financial Perspectives
Minnesota
$51.4K -$14K -681 -21%

PTBD Hedge Fund Activity: Q3 2024 in Review

58 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q3 2024, worth a combined $104M — up 0.15% from $103M a quarter earlier.

Fund positioning in PTBD was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 27 trimmed.

The largest buyer was Inspire Advisors, opening a new position worth an estimated $6.16M. The largest seller was Jane Street, cutting an estimated $5.17M.

  • 58 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $104M of Pacer Trendpilot US Bond ETF stock for Q3 2024, up 0.15% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Bond ETF positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q3 2024 was Inspire Advisors, an estimated $6.16M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q3 2024 was Jane Street, an estimated $5.17M sold.

Based on aggregated 13F filings for Q3 2024.