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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

76 hedge funds and large institutions have $198M invested in Pacer Trendpilot US Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-28
Holders Change %
-26.92%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
4
Increased
18
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
Csenge Advisory Group
Florida
+$5.4M
2
OMC
Old Mission Capital
Illinois
+$1.62M
3
KOC
Koss-Olinger Consulting
Florida
+$870K
4
LNC
Lincoln National Corp
Pennsylvania
+$616K
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$557K

Top Sellers

1
SFSG
Sound Financial Strategies Group
Mississippi
-$37.5M
2
Morgan Stanley
Morgan Stanley
New York
-$19.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.4M
5
CAN
Cetera Advisor Networks
California
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$303K -$145K -7,378 -32%
AWS
52
Atria Wealth Solutions
New York
$281K -$498K -25,352 -64%
SI
53
Stephens Inc
Arkansas
$279K -$49K -2,492 -15%
LIM
54
Leavell Investment Management
Alabama
$265K – – –
Truist Financial
55
Truist Financial
North Carolina
$256K -$4.92M -250,665 -95%
LFAS
56
Level Four Advisory Services
Texas
$256K -$118K -5,992 -31%
IWM
57
IHT Wealth Management
Illinois
$252K +$5.54K +282 +2%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$232K +$232K +11,799 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$227K -$164K -8,335 -42%
UBS Group
60
UBS Group
Switzerland
$224K +$185K +9,423 +470%
GVAG
61
Great Valley Advisor Group
Delaware
$202K +$6.36K +324 +3%
RJT
62
Raymond James Trust
Florida
$197K +$197K +10,034 New
APA
63
American Portfolios Advisors
New York
$183K -$3.3K -168 -2%
FP
64
Financial Perspectives
Minnesota
$153K +$1.83K +93 +1%
IA
65
IFP Advisors
Florida
$138K +$7.54K +301 +6%
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$90K -$28.8K -1,473 -24%
ACA
67
Aptus Capital Advisors
Alabama
$88K -$31.1K -1,588 -26%
SFSG
68
Sound Financial Strategies Group
Mississippi
$87K -$37.5M -1,903,081 -100%
PTC
69
Private Trust Company
Ohio
$79K -$406K -20,678 -84%
GRP
70
Global Retirement Partners
California
$29K -$30.1K -1,506 -51%
NFSG
71
Newbridge Financial Services Group
Florida
$26K -$10.7K -550 -29%
TSWM
72
Tyler-Stone Wealth Management
Ohio
$20K – – –
RIA
73
Realta Investment Advisors
Delaware
$13K +$13K +665 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$7K -$63.9K -3,131 -90%
C
75
Covestor
United Kingdom
$2K -$1.75K -103 -47%
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