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Pacer Trendpilot US Bond ETF
PTBD

126 hedge funds and large institutions have $979M invested in Pacer Trendpilot US Bond ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

279% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 19

25% more funds holding

Funds holding: 101 → 126 (+25)

20% more capital invested

Capital invested by funds: $817M → $979M (+$161M)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.76% more ownership

Funds ownership: 76.58% → 77.34% (+0.76%)

Holders
126
Holders Change
+25
Holders Change %
+24.75%
% of All Funds
2.21%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
30
Increased
72
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$49.1M
2
Morgan Stanley
Morgan Stanley
New York
+$20.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.3M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$12.2M
5
PAG
Private Advisor Group
New Jersey
+$12M

Top Sellers

Rank Fund Capital Flow
1
WP
WealthShield Partners
North Carolina
-$10.9M
2
OMC
Old Mission Capital
Illinois
-$4.02M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.65M
4
SS
Simplicity Solutions
Minnesota
-$2.32M
5
FTUS
Flow Traders U.S.
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$2.98M -$298K -10,790 -9%
MCM
52
Monument Capital Management
Virginia
$2.97M -$604K -21,858 -17%
EP
53
Eudaimonia Partners
Tennessee
$2.88M -$895K -32,361 -23%
Jane Street
54
Jane Street
New York
$2.76M +$2.81M +101,783 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$2.63M -$1.72M -62,371 -39%
LFAS
56
Level Four Advisory Services
Texas
$2.36M -$429K -15,507 -15%
AWM
57
AE Wealth Management
Kansas
$2.29M -$404K -14,612 -15%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$2.22M +$1.71M +61,706 +306%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$1.95M +$145K +5,258 +8%
SWA
60
SFMG Wealth Advisors
Texas
$1.92M -$498 -18 -0%
GLA
61
Good Life Advisors
Pennsylvania
$1.83M +$895K +32,359 +92%
IAIM
62
International Assets Investment Management
Florida
$1.74M +$465K +16,822 +53%
IFG
63
Independent Financial Group
California
$1.74M -$65.1K -2,353 -4%
TFS
64
Thoroughbred Financial Services
Tennessee
$1.64M +$818K +29,591 +96%
IIM
65
InTrack Investment Management
Vermont
$1.6M +$986K +35,649 +149%
FTUS
66
Flow Traders U.S.
New York
$1.59M -$2.29M -82,992 -59%
ASN
67
Advisory Services Network
Georgia
$1.36M +$63.1K +2,281 +5%
MOS
68
MGO One Seven
Ohio
$1.26M -$558K -20,186 -30%
NA
69
NewEdge Advisors
Louisiana
$1.25M +$1.27M +45,963 New
GWM
70
Geneos Wealth Management
Colorado
$1.16M -$368K -13,323 -24%
BCM
71
Brookstone Capital Management
Illinois
$1.16M +$326K +11,781 +38%
WOSD
72
WFA of San Diego
California
$1.06M +$1.08M +39,035 New
BFEC
73
Benjamin F. Edwards & Company
Missouri
$1.06M +$1.08M +38,946 New
BAM
74
Belpointe Asset Management
Nevada
$975K +$37.3K +1,350 +4%
AFAS
75
Acorn Financial Advisory Services
Virginia
$969K +$95.8K +3,463 +11%
1 2
3
4 5

PTBD Hedge Fund Activity: Q3 2021 in Review

126 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q3 2021, worth a combined $979M — up 20% from $817M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PTBD positions and 4 closed out — a net gain of 26 holders — while 72 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.1M. The largest seller was WealthShield Partners, cutting an estimated $10.9M.

  • 126 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q3 2021, up from 101 in Q2 2021.
  • Funds reported $979M of Pacer Trendpilot US Bond ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Pacer Trendpilot US Bond ETF positions in Q3 2021 and 4 closed out, a net change of +26 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q3 2021 was LPL Financial, an estimated $49.1M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q3 2021 was WealthShield Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2021.