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Pacer Trendpilot US Bond ETF
PTBD

50 hedge funds and large institutions have $63.1M invested in Pacer Trendpilot US Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% less funds holding

Funds holding: 51 → 50 (-1)

4.87% less ownership

Funds ownership: 58.17% → 53.3% (-4.9%)

17% less capital invested

Capital invested by funds: $76.1M → $63.1M (-$13.1M)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
14
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$4.15M
2
Goldman Sachs
Goldman Sachs
New York
+$1.83M
3
Jane Street
Jane Street
New York
+$1.41M
4
NRI
NFP Retirement Inc
California
+$573K
5
HI
Hyundai Investments
South Korea
+$434K

Top Sellers

Rank Fund Capital Flow
1
ODFS
O'Donnell Financial Services
California
-$6.89M
2
Wells Fargo
Wells Fargo
California
-$2.12M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.37M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.34M
5
LPL Financial
LPL Financial
California
-$824K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$423K -$50.7K -2,586 -11%
OP
27
ORG Partners
Indiana
$419K +$13.1K +670 +3%
CIA
28
Concurrent Investment Advisors
Florida
$369K -$100K -5,109 -21%
FFA
29
Farther Finance Advisors
California
$367K +$355K +18,090 +2,182%
SWP
30
Stratos Wealth Partners
Ohio
$357K -$21.3K -1,085 -6%
IFG
31
Independent Financial Group
California
$352K – – –
SA
32
Sanctuary Advisors
Indiana
$313K +$3.12K +159 +1%
MQWP
33
Morey & Quinn Wealth Partners
Nebraska
$312K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$282K +$187K +9,561 +192%
Truist Financial
35
Truist Financial
North Carolina
$245K +$11.8K +603 +5%
Stifel Financial
36
Stifel Financial
Missouri
$218K -$32.4K -1,651 -13%
KAS
37
Kestra Advisory Services
Texas
$204K -$2K -102 -1%
HI
38
Harbour Investments
Wisconsin
$160K -$14.4K -735 -8%
SPIA
39
Steward Partners Investment Advisory
New York
$101K -$5.88K -300 -5%
IA
40
IFP Advisors
Florida
$87.2K -$8.9K -454 -9%
ACA
41
Aptus Capital Advisors
Alabama
$30.2K +$39 +2 +0.1%
GRP
42
Global Retirement Partners
California
$28.1K – – –
GWM
43
Geneos Wealth Management
Colorado
$20.1K -$103K -5,241 -83%
AC
44
AlphaCore Capital
California
$18.4K +$18.6K +947 New
UBS Group
45
UBS Group
Switzerland
$15.7K +$15.9K +810 New
RF
46
Rossby Financial
Florida
$14.4K – – –
CA
47
CoreCap Advisors
Michigan
$10.4K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$5.04K -$196 -10 -4%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$4.25K – – –
WOSD
50
WFA of San Diego
California
$2.13K – – –
1
2
3

PTBD Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2025, worth a combined $63.1M — down 17% from $76.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PTBD positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.15M. The largest seller was O'Donnell Financial Services, exiting entirely with an estimated $6.89M sold.

  • 50 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2025, down from 51 in Q3 2025.
  • Funds reported $63.1M of Pacer Trendpilot US Bond ETF stock for Q4 2025, down 17% quarter-over-quarter.
  • 6 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2025 was Citadel Advisors, an estimated $4.15M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2025 was O'Donnell Financial Services, an estimated $6.89M sold.

Based on aggregated 13F filings for Q4 2025.