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Pacer Trendpilot US Bond ETF

60 hedge funds and large institutions have $103M invested in Pacer Trendpilot US Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

3% more funds holding

Funds holding: 5860 (+2)

3.38% more ownership

Funds ownership: 59.89%63.26% (+3.4%)

1% less capital invested

Capital invested by funds: $104M → $103M (-$966K)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$719K -$113K -5,563 -13%
PAG
27
Private Advisor Group
New Jersey
$713K +$11.5K +569 +2%
OFP
28
OFC Financial Planning
New Jersey
$701K +$710K +35,043 New
GWM
29
Geneos Wealth Management
Colorado
$648K -$60.2K -2,972 -8%
CAG
30
Csenge Advisory Group
Florida
$625K -$9.05M -446,522 -93%
IFPG
31
Intrepid Financial Planning Group
Indiana
$601K -$5.09K -251 -0.8%
OP
32
ORG Partners
Indiana
$571K +$148K +7,327 +35%
SWP
33
Stratos Wealth Partners
Ohio
$549K -$90.1K -4,446 -14%
CIA
34
Concurrent Investment Advisors
Florida
$512K -$14.2K -700 -3%
Stifel Financial
35
Stifel Financial
Missouri
$505K -$8.9K -439 -2%
KWA
36
Kingswood Wealth Advisors
California
$401K +$121K +5,958 +42%
FIM
37
Freedom Investment Management
Connecticut
$299K -$38.7K -1,909 -11%
MQWP
38
Morey & Quinn Wealth Partners
Nebraska
$266K +$270K +13,309 New
CAAS
39
Capital Asset Advisory Services
Michigan
$253K -$507 -25 -0.2%
AWM
40
Axxcess Wealth Management
California
$252K -$507 -25 -0.2%
Truist Financial
41
Truist Financial
North Carolina
$229K -$6.69K -330 -3%
UAG
42
United Advisor Group
Ohio
$228K +$1.97K +97 +0.9%
VA
43
Valmark Advisers
Ohio
$220K +$3.44K +170 +2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$215K +$218K +10,753 New
PA
45
PFG Advisors
Arizona
$202K -$103K -5,068 -33%
HI
46
Harbour Investments
Wisconsin
$129K -$36.3K -1,789 -22%
ACA
47
Aptus Capital Advisors
Alabama
$53.8K +$29.1K +1,437 +116%
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$31K +$6.18K +305 +25%
AF
49
Allworth Financial
California
$29.6K +$29.6K +1,462 New
GRP
50
Global Retirement Partners
California
$29K -$54.7K -2,700 -65%

PTBD Hedge Fund Activity: Q4 2024 in Review

60 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2024, worth a combined $103M — down 0.93% from $104M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PTBD positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 29 trimmed.

The largest buyer was Magnolia Capital Advisors, opening a new position worth an estimated $3.63M. The largest seller was Csenge Advisory Group, cutting an estimated $9.05M.

  • 60 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $103M of Pacer Trendpilot US Bond ETF stock for Q4 2024, down 0.93% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2024 and 5 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2024 was Magnolia Capital Advisors, an estimated $3.63M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2024 was Csenge Advisory Group, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2024.