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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

82 hedge funds and large institutions have $590M invested in Pacer Trendpilot US Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+13
Holders Change %
+18.84%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
19
Increased
50
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFSG
Sound Financial Strategies Group
Mississippi
+$18.1M
2
LPL Financial
LPL Financial
California
+$18M
3
CAN
Cetera Advisor Networks
California
+$17.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.5M
5
SPC
Sigma Planning Corp
Michigan
+$13M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.1M
2
CCP
Cardan Capital Partners
Colorado
-$8.1M
3
RCS
Retirement Capital Strategies
California
-$3.28M
4
FI
FormulaFolio Investments
Michigan
-$2.17M
5
VC
Veracity Capital
Georgia
-$876K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
51
MGO One Seven
Ohio
$1.38M +$1.38M +50,603 New
FFS
52
Founders Financial Securities
Maryland
$1.26M +$40.6K +1,490 +3%
SWP
53
Stratos Wealth Partners
Ohio
$1.14M -$334K -12,235 -23%
BAM
54
Belpointe Asset Management
Nevada
$1.1M +$219K +8,018 +25%
IFG
55
Investors Financial Group
Minnesota
$929K +$929K +34,070 New
GLA
56
Good Life Advisors
Pennsylvania
$911K +$75.4K +2,766 +9%
JWCA
57
J.W. Cole Advisors
Florida
$831K +$831K +30,457 New
SDWIA
58
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$761K +$51.8K +1,900 +7%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$629K +$629K +22,912 New
CWM
60
Centric Wealth Management
Illinois
$565K +$127K +4,649 +29%
SI
61
Stephens Inc
Arkansas
$557K – – –
PA
62
PFG Advisors
Arizona
$510K +$124K +4,552 +32%
PJSIMP
63
P.J. Schmidt Investment Management (PJS)
Wisconsin
$496K +$496K +18,056 New
SG
64
StoneX Group
New York
$482K +$91.4K +3,350 +23%
AFS
65
Aft Forsyth & Sober
Florida
$452K -$54.5K -2,000 -11%
Truist Financial
66
Truist Financial
North Carolina
$369K +$127K +4,646 +52%
IWM
67
IHT Wealth Management
Illinois
$340K +$90.3K +3,309 +36%
SPIA
68
Steward Partners Investment Advisory
New York
$327K +$272K +9,973 +499%
CAAS
69
Capital Asset Advisory Services
Michigan
$307K +$154K +5,652 +101%
LIM
70
Leavell Investment Management
Alabama
$275K +$66.1K +2,425 +32%
KAS
71
Kestra Advisory Services
Texas
$261K -$94.6K -3,467 -27%
LFF
72
Level Four Financial
Texas
$224K -$198K -7,241 -47%
SFS
73
Sowell Financial Services
Arkansas
$115K +$115K +4,164 New
APA
74
American Portfolios Advisors
New York
$110K +$57.3K +2,100 +109%
CWA
75
Core Wealth Advisors
Florida
$86K +$55.8K +2,051 +185%
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