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Pacer Trendpilot US Bond ETF

59 hedge funds and large institutions have $81.9M invested in Pacer Trendpilot US Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 5759 (+2)

7.32% less ownership

Funds ownership: 64.89%57.57% (-7.3%)

20% less capital invested

Capital invested by funds: $103M → $81.9M (-$21M)

52% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 29

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
14
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFP
26
OFC Financial Planning
New Jersey
$667K -$20.9K -1,060 -3%
CIA
27
Concurrent Investment Advisors
Florida
$494K
OP
28
ORG Partners
Indiana
$447K +$6.45K +328 +1%
SWP
29
Stratos Wealth Partners
Ohio
$439K -$64.3K -3,266 -13%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$402K -$284K -14,426 -41%
CAG
31
Csenge Advisory Group
Florida
$384K -$2.05K -104 -0.5%
Stifel Financial
32
Stifel Financial
Missouri
$384K -$57.4K -2,919 -13%
SA
33
Sanctuary Advisors
Indiana
$369K -$4M -203,085 -92%
IFG
34
Independent Financial Group
California
$358K -$5.06K -257 -1%
Citadel Advisors
35
Citadel Advisors
Florida
$323K +$322K +16,356 New
MQWP
36
Morey & Quinn Wealth Partners
Nebraska
$317K +$54.3K +2,760 +21%
HI
37
Harbour Investments
Wisconsin
$278K -$2.51M -127,436 -90%
KAS
38
Kestra Advisory Services
Texas
$276K -$3.41M -173,433 -93%
FIM
39
Freedom Investment Management
Connecticut
$267K -$20.4K -1,038 -7%
Truist Financial
40
Truist Financial
North Carolina
$229K +$2.79K +142 +1%
UAG
41
United Advisor Group
Ohio
$227K -$3.76K -191 -2%
JWCA
42
J.W. Cole Advisors
Florida
$216K +$1.73K +88 +0.8%
MAFA
43
MJT & Associates Financial Advisory
Minnesota
$176K
GWM
44
Geneos Wealth Management
Colorado
$124K -$143K -7,242 -54%
IA
45
IFP Advisors
Florida
$101K +$100K +5,102 New
SPIA
46
Steward Partners Investment Advisory
New York
$97.4K -$551K -28,025 -85%
UBS Group
47
UBS Group
Switzerland
$63.6K -$33.9K -1,722 -35%
ACA
48
Aptus Capital Advisors
Alabama
$30.7K +$20 +1 +0.1%
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.7K +$20 +1 +0.1%
GRP
50
Global Retirement Partners
California
$28.7K +$28.6K +1,451 New

PTBD Hedge Fund Activity: Q2 2025 in Review

59 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2025, worth a combined $81.9M — down 20% from $103M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PTBD positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 29 trimmed.

The largest buyer was Napa Wealth Management, opening a new position worth an estimated $6.16M. The largest seller was Inspire Advisors, cutting an estimated $9.61M.

  • 59 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2025, up from 57 in Q1 2025.
  • Funds reported $81.9M of Pacer Trendpilot US Bond ETF stock for Q2 2025, down 20% quarter-over-quarter.
  • 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2025 and 5 closed out, a net change of +2 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q2 2025 was Napa Wealth Management, an estimated $6.16M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q2 2025 was Inspire Advisors, an estimated $9.61M sold.

Based on aggregated 13F filings for Q2 2025.