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Pacer Trendpilot US Bond ETF
PTBD

70 hedge funds and large institutions have $385M invested in Pacer Trendpilot US Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 1

3,100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 1

130% more capital invested

Capital invested by funds: $167M → $385M (+$217M)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

84% more funds holding

Funds holding: 38 → 70 (+32)

8.9% more ownership

Funds ownership: 78.37% → 87.28% (+8.9%)

Holders
70
Holders Change
+32
Holders Change %
+84.21%
% of All Funds
1.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
33
Increased
32
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
F
F3Logic
Minnesota
+$18.2M
2
AI
Atria Investments
North Carolina
+$17.8M
3
SFSG
Sound Financial Strategies Group
Mississippi
+$16.4M
4
Stifel Financial
Stifel Financial
Missouri
+$13.4M
5
PAG
Private Advisor Group
New Jersey
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
VC
Veracity Capital
Georgia
-$5.94M
2
Jane Street
Jane Street
New York
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFF
51
Level Four Financial
Texas
$425K +$417K +15,447 New
SG
52
StoneX Group
New York
$394K +$95.6K +3,542 +33%
RIA
53
Regal Investment Advisors
Michigan
$391K +$383K +14,187 New
PA
54
PFG Advisors
Arizona
$389K +$382K +14,135 New
KAS
55
Kestra Advisory Services
Texas
$358K +$352K +13,037 New
IWM
56
IHT Wealth Management
Illinois
$252K +$247K +9,150 New
Truist Financial
57
Truist Financial
North Carolina
$244K +$240K +8,880 New
LIM
58
Leavell Investment Management
Alabama
$211K +$207K +7,660 New
BRWM
59
B. Riley Wealth Management
Tennessee
$202K +$198K +7,340 New
IA
60
IFP Advisors
Florida
$196K +$175K +6,473 +1,032%
CAAS
61
Capital Asset Advisory Services
Michigan
$154K +$151K +5,600 New
SPIA
62
Steward Partners Investment Advisory
New York
$55K +$54K +2,000 New
APA
63
American Portfolios Advisors
New York
$52.9K – – –
NFSG
64
Newbridge Financial Services Group
Florida
$43K +$36.4K +1,350 +675%
PCA
65
Providence Capital Advisors
North Carolina
$32K – – –
CWAF
66
Core Wealth Advisors (Florida)
Florida
$31K +$54 +2 +0.2%
GRP
67
Global Retirement Partners
California
$21K +$20.6K +765 New
CFGS
68
Concourse Financial Group Securities
Alabama
$6K – – –
FP
69
Financial Perspectives
Minnesota
$3.99K +$3.91K +145 New
Jane Street
70
Jane Street
New York
– -$502K -19,238 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– +$27 +1 New
1 2
3

PTBD Hedge Fund Activity: Q4 2020 in Review

70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2020, worth a combined $385M — up 130% from $167M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PTBD positions and 1 closed out — a net gain of 32 holders — while 32 added to existing stakes and 1 trimmed.

The largest buyer was F3Logic, adding an estimated $18.2M. The largest seller was Veracity Capital, cutting an estimated $5.94M.

  • 70 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $385M of Pacer Trendpilot US Bond ETF stock for Q4 2020, up 130% quarter-over-quarter.
  • 33 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2020 and 1 closed out, a net change of +32 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2020 was F3Logic, an estimated $18.2M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2020 was Veracity Capital, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2020.