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Pacer Trendpilot US Bond ETF
PTBD

51 hedge funds and large institutions have $76.1M invested in Pacer Trendpilot US Bond ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 57.57% → 58.17% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less capital invested

Capital invested by funds: $81.9M → $76.1M (-$5.73M)

14% less funds holding

Funds holding: 59 → 51 (-8)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
51
Holders Change
-8
Holders Change %
-13.56%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
15
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NWM
Napa Wealth Management
California
+$688K
2
FWP
Forefront Wealth Partners
Texas
+$633K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$529K
4
Wells Fargo
Wells Fargo
California
+$287K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$264K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.6M
2
LSIA
LaSalle St. Investment Advisors
Illinois
-$1.26M
3
IA
Inspire Advisors
Idaho
-$1.15M
4
Goldman Sachs
Goldman Sachs
New York
-$1.04M
5
LPL Financial
LPL Financial
California
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
26
ORG Partners
Indiana
$415K -$33.9K -1,712 -8%
SWP
27
Stratos Wealth Partners
Ohio
$386K -$54.8K -2,770 -12%
IFG
28
Independent Financial Group
California
$360K – – –
MQWP
29
Morey & Quinn Wealth Partners
Nebraska
$319K – – –
SA
30
Sanctuary Advisors
Indiana
$317K -$53.9K -2,724 -15%
Stifel Financial
31
Stifel Financial
Missouri
$256K -$129K -6,527 -34%
Truist Financial
32
Truist Financial
North Carolina
$239K +$8.57K +433 +4%
KAS
33
Kestra Advisory Services
Texas
$211K -$66.2K -3,345 -24%
HF
34
HRT Financial
New York
$201K +$201K +10,137 New
HI
35
Harbour Investments
Wisconsin
$178K -$101K -5,095 -36%
GWM
36
Geneos Wealth Management
Colorado
$124K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$109K +$10.9K +550 +11%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$98.9K +$98.7K +4,985 New
IA
39
IFP Advisors
Florida
$98.2K -$2.99K -151 -3%
ACA
40
Aptus Capital Advisors
Alabama
$30.8K +$59 +3 +0.2%
GRP
41
Global Retirement Partners
California
$28.8K – – –
AssetMark Inc
42
AssetMark Inc
California
$17.9K +$17.9K +904 New
FFA
43
Farther Finance Advisors
California
$16.4K – – –
RF
44
Rossby Financial
Florida
$14.7K – – –
CA
45
CoreCap Advisors
Michigan
$10.6K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$5.35K – – –
AIM
47
Anchor Investment Management
South Carolina
$4.84K +$4.83K +244 New
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$4.34K – – –
CAM
49
Creekmur Asset Management
Illinois
$3.79K – – –
WOSD
50
WFA of San Diego
California
$2.18K – – –
1
2
3

PTBD Hedge Fund Activity: Q3 2025 in Review

51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q3 2025, worth a combined $76.1M — down 7% from $81.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PTBD and 6 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Napa Wealth Management, adding an estimated $688K. The largest seller was Osaic Holdings, cutting an estimated $1.6M.

  • 51 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q3 2025, down from 59 in Q2 2025.
  • Funds reported $76.1M of Pacer Trendpilot US Bond ETF stock for Q3 2025, down 7% quarter-over-quarter.
  • 6 funds opened new Pacer Trendpilot US Bond ETF positions in Q3 2025 and 13 closed out, a net change of -7 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q3 2025 was Napa Wealth Management, an estimated $688K added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q3 2025 was Osaic Holdings, an estimated $1.6M sold.

Based on aggregated 13F filings for Q3 2025.