PTBD icon

Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

104 hedge funds and large institutions have $414M invested in Pacer Trendpilot US Bond ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-20
Holders Change %
-16.13%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
12
Increased
17
Reduced
67
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
Csenge Advisory Group
Florida
+$14.5M
2
FTUS
Flow Traders U.S.
New York
+$5.29M
3
Jane Street
Jane Street
New York
+$4.85M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.01M

Top Sellers

1
KOC
Koss-Olinger Consulting
Florida
-$53.1M
2
LPL Financial
LPL Financial
California
-$33.7M
3
Morgan Stanley
Morgan Stanley
New York
-$25.5M
4
F
F3Logic
Minnesota
-$18.1M
5
DADC
D.A. Davidson & Co
Montana
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$674K -$66.9K -3,116 -9%
JWCA
52
J.W. Cole Advisors
Florida
$667K -$12K -556 -2%
TWM
53
Trinity Wealth Management
Pennsylvania
$653K -$52.9K -2,461 -7%
WMP
54
Wealth Management Partners
Arizona
$613K -$21.1K -1,000 -3%
GWM
55
Geneos Wealth Management
Colorado
$556K -$204K -9,410 -27%
PTC
56
Private Trust Company
Ohio
$531K +$531K +24,700 New
AWM
57
AE Wealth Management
Kansas
$514K -$1.83M -85,153 -78%
WCM
58
WealthBridge Capital Management
Ohio
$493K -$493K -22,944 -50%
MFG
59
Merit Financial Group
Georgia
$490K +$490K +22,810 New
PJSIMP
60
P.J. Schmidt Investment Management (PJS)
Wisconsin
$482K -$307K -14,531 -39%
OC
61
Oarsman Capital
Wisconsin
$448K -$3.35M -155,758 -88%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$424K -$452K -21,209 -52%
LFAS
63
Level Four Advisory Services
Texas
$409K -$1.21M -56,211 -75%
VCP
64
Verus Capital Partners
Arizona
$387K +$86 +4 +0%
KOC
65
Koss-Olinger Consulting
Florida
$381K -$53.1M -2,470,342 -99%
SI
66
Stephens Inc
Arkansas
$359K -$114K -5,287 -24%
GWM
67
Greenwich Wealth Management
Connecticut
$353K – – –
SDWIA
68
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$350K -$105K -4,900 -23%
EH
69
Equitable Holdings
New York
$330K +$31.5K +1,466 +11%
ARC
70
Advisor Resource Council
Texas
$330K +$330K +15,347 New
BRWA
71
B. Riley Wealth Advisors
Florida
$316K -$15.7K -728 -5%
LNC
72
Lincoln National Corp
Pennsylvania
$304K +$304K +14,122 New
LIM
73
Leavell Investment Management
Alabama
$290K -$367K -17,095 -56%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$279K – – –
IWM
75
IHT Wealth Management
Illinois
$270K -$7.62K -354 -3%
1 2
3
4 5