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Pacer Trendpilot US Bond ETF

57 hedge funds and large institutions have $103M invested in Pacer Trendpilot US Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.63% more ownership

Funds ownership: 63.26%64.89% (+1.6%)

0% more capital invested

Capital invested by funds: $103M → $103M (+$257K)

5% less funds holding

Funds holding: 6057 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$694K -$133K -6,604 -16%
SPIA
27
Steward Partners Investment Advisory
New York
$661K -$71.3K -3,530 -10%
SWP
28
Stratos Wealth Partners
Ohio
$512K -$39.1K -1,938 -7%
CIA
29
Concurrent Investment Advisors
Florida
$501K -$12.4K -612 -2%
Jane Street
30
Jane Street
New York
$467K -$2.25M -111,470 -83%
Stifel Financial
31
Stifel Financial
Missouri
$449K -$57.9K -2,868 -11%
OP
32
ORG Partners
Indiana
$448K -$126K -6,221 -22%
IFPG
33
Intrepid Financial Planning Group
Indiana
$411K -$192K -9,533 -32%
CAG
34
Csenge Advisory Group
Florida
$388K -$232K -11,499 -37%
IFG
35
Independent Financial Group
California
$369K +$371K +18,388 New
FWP
36
Forefront Wealth Partners
Texas
$358K +$360K +17,827 New
FIM
37
Freedom Investment Management
Connecticut
$292K -$7.61K -377 -3%
GWM
38
Geneos Wealth Management
Colorado
$271K -$381K -18,857 -58%
MQWP
39
Morey & Quinn Wealth Partners
Nebraska
$267K
CAAS
40
Capital Asset Advisory Services
Michigan
$248K -$5.05K -250 -2%
AWM
41
Axxcess Wealth Management
California
$247K -$5.05K -250 -2%
UAG
42
United Advisor Group
Ohio
$234K +$4.95K +245 +2%
Truist Financial
43
Truist Financial
North Carolina
$230K -$40 -2 -0%
JWCA
44
J.W. Cole Advisors
Florida
$217K +$219K +10,840 New
MAFA
45
MJT & Associates Financial Advisory
Minnesota
$179K +$180K +8,932 New
UBS Group
46
UBS Group
Switzerland
$99.2K +$97.8K +4,843 +4,795%
ACA
47
Aptus Capital Advisors
Alabama
$31.1K -$22.8K -1,129 -42%
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.1K +$61 +3 +0.2%
FFA
49
Farther Finance Advisors
California
$16.7K
RF
50
Rossby Financial
Florida
$14.7K +$15K +742 New

PTBD Hedge Fund Activity: Q1 2025 in Review

57 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2025, worth a combined $103M — up 0.25% from $103M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PTBD and 7 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Harbour Investments, adding an estimated $2.73M. The largest seller was Cetera Investment Advisers, cutting an estimated $2.83M.

  • 57 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $103M of Pacer Trendpilot US Bond ETF stock for Q1 2025, up 0.25% quarter-over-quarter.
  • 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q1 2025 was Harbour Investments, an estimated $2.73M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q1 2025 was Cetera Investment Advisers, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2025.