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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

134 hedge funds and large institutions have $965M invested in Pacer Trendpilot US Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.07%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
28
Increased
59
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
RJA
Raymond James & Associates
Florida
+$12.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$7.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.51M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.18M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$18.4M
2
Stifel Financial
Stifel Financial
Missouri
-$13.9M
3
F
F3Logic
Minnesota
-$13.1M
4
AI
Atria Investments
North Carolina
-$12.1M
5
WP
WealthShield Partners
North Carolina
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
51
Smith, Moore & Co
Missouri
$3.18M -$275K -10,211 -8%
LFAS
52
Level Four Advisory Services
Texas
$2.94M +$588K +21,815 +25%
MIM
53
Macroview Investment Management
Maryland
$2.86M -$303K -11,266 -10%
AWM
54
AE Wealth Management
Kansas
$2.85M +$576K +21,390 +25%
NA
55
NewEdge Advisors
Louisiana
$2.7M +$1.46M +54,134 +118%
FAIM
56
Financial Advocates Investment Management
Washington
$2.64M -$318K -11,799 -11%
PG
57
Prostatis Group
Maryland
$2.4M -$1.24M -46,027 -34%
MCM
58
Monument Capital Management
Virginia
$2.36M -$582K -21,623 -20%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$2.17M -$30.8K -1,142 -1%
GLA
60
Good Life Advisors
Pennsylvania
$2.04M +$227K +8,430 +13%
SWA
61
SFMG Wealth Advisors
Texas
$1.85M -$54.4K -2,019 -3%
TFS
62
Thoroughbred Financial Services
Tennessee
$1.64M +$11.1K +414 +0.7%
ASN
63
Advisory Services Network
Georgia
$1.42M +$72.4K +2,686 +5%
CWM
64
Centric Wealth Management
Illinois
$1.42M +$635K +23,568 +81%
SPIA
65
Steward Partners Investment Advisory
New York
$1.31M -$3.97M -147,498 -75%
PJSIMP
66
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.25M +$498K +19,087 +66%
IIM
67
InTrack Investment Management
Vermont
$1.2M -$407K -15,100 -25%
OMC
68
Old Mission Capital
Illinois
$1.13M +$764K +28,350 +209%
ARC
69
Advisor Resource Council
Texas
$1.08M +$1.08M +40,264 New
CAAS
70
Capital Asset Advisory Services
Michigan
$1.05M +$583K +21,646 +126%
GWM
71
Geneos Wealth Management
Colorado
$1.04M -$109K -4,051 -9%
SG
72
StoneX Group
New York
$1.01M +$155K +5,747 +18%
AFAS
73
Acorn Financial Advisory Services
Virginia
$997K +$34.5K +1,280 +4%
PA
74
PFG Advisors
Arizona
$975K +$146K +5,439 +18%
WOSD
75
WFA of San Diego
California
$942K -$110K -4,066 -10%
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