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Pacer Trendpilot US Bond ETF
PTBD

101 hedge funds and large institutions have $817M invested in Pacer Trendpilot US Bond ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

165% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 20

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

38% more capital invested

Capital invested by funds: $591M → $817M (+$226M)

22% more funds holding

Funds holding: 83 → 101 (+18)

4.76% less ownership

Funds ownership: 81.34% → 76.58% (-4.8%)

Holders
101
Holders Change
+18
Holders Change %
+21.69%
% of All Funds
1.76%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
24
Increased
53
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KOC
Koss-Olinger Consulting
Florida
+$63.1M
2
Morgan Stanley
Morgan Stanley
New York
+$47.8M
3
F
F3Logic
Minnesota
+$16.5M
4
DADC
D.A. Davidson & Co
Montana
+$14.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$14.7M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$7.8M
3
CAS
Cascadia Advisory Services
Oregon
-$5.33M
4
GWM
Geneos Wealth Management
Colorado
-$3.48M
5
BRWM
B. Riley Wealth Management
Tennessee
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$2.74M +$163K +5,925 +6%
SS
52
Simplicity Solutions
Minnesota
$2.32M +$2.31M +83,828 New
FFS
53
Founders Financial Securities
Maryland
$2.19M +$895K +32,534 +70%
SWA
54
SFMG Wealth Advisors
Texas
$1.96M -$327K -11,902 -14%
MOS
55
MGO One Seven
Ohio
$1.86M +$453K +16,477 +33%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.85M +$345K +12,536 +23%
IFG
57
Independent Financial Group
California
$1.84M +$218K +7,917 +14%
GWM
58
Geneos Wealth Management
Colorado
$1.56M -$3.48M -126,356 -69%
CCIA
59
Cherry Creek Investment Advisors
Colorado
$1.41M +$1.4M +50,942 New
ASN
60
Advisory Services Network
Georgia
$1.33M -$90.8K -3,300 -6%
JWCA
61
J.W. Cole Advisors
Florida
$1.28M +$433K +15,727 +52%
IAIM
62
International Assets Investment Management
Florida
$1.19M -$832K -30,239 -49%
IFG
63
Investors Financial Group
Minnesota
$992K +$47.2K +1,717 +5%
GLA
64
Good Life Advisors
Pennsylvania
$970K +$42.9K +1,561 +5%
BAM
65
Belpointe Asset Management
Nevada
$958K -$161K -5,867 -15%
CWM
66
Centric Wealth Management
Illinois
$936K +$359K +13,036 +63%
AFAS
67
Acorn Financial Advisory Services
Virginia
$894K +$888K +32,279 New
SDWIA
68
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$892K +$118K +4,300 +15%
BCM
69
Brookstone Capital Management
Illinois
$868K -$2.62M -95,230 -75%
ARC
70
Advisor Resource Council
Texas
$856K +$849K +30,874 New
TFS
71
Thoroughbred Financial Services
Tennessee
$854K +$848K +30,822 New
SI
72
Stephens Inc
Arkansas
$852K +$284K +10,339 +51%
PJSIMP
73
P.J. Schmidt Investment Management (PJS)
Wisconsin
$758K +$253K +9,202 +51%
PA
74
PFG Advisors
Arizona
$693K +$174K +6,316 +34%
IIM
75
InTrack Investment Management
Vermont
$668K +$660K +24,000 New
1 2
3
4 5

PTBD Hedge Fund Activity: Q2 2021 in Review

101 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2021, worth a combined $817M — up 38% from $591M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PTBD positions and 5 closed out — a net gain of 19 holders — while 53 added to existing stakes and 20 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $63.1M. The largest seller was Citadel Advisors, cutting an estimated $14.7M.

  • 101 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2021, up from 83 in Q1 2021.
  • Funds reported $817M of Pacer Trendpilot US Bond ETF stock for Q2 2021, up 38% quarter-over-quarter.
  • 24 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2021 and 5 closed out, a net change of +19 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q2 2021 was Koss-Olinger Consulting, an estimated $63.1M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2021.