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Pacer Trendpilot US Bond ETF

84 hedge funds and large institutions have $165M invested in Pacer Trendpilot US Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

9% more funds holding

Funds holding: 7784 (+7)

0.51% more ownership

Funds ownership: 58.05%58.56% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less capital invested

Capital invested by funds: $198M → $165M (-$33.6M)

83% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 54

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
9
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$264K +$1.76K +87 +0.7%
LFAS
52
Level Four Advisory Services
Texas
$248K -$14.8K -730 -6%
FTUS
53
Flow Traders U.S.
New York
$243K -$962K -47,573 -80%
IWM
54
IHT Wealth Management
Illinois
$239K -$19.2K -949 -7%
WMWM
55
Whitaker-Myers Wealth Managers
Ohio
$228K +$229K +11,328 New
Citadel Advisors
56
Citadel Advisors
Florida
$227K -$1.32M -65,352 -85%
UBS Group
57
UBS Group
Switzerland
$213K -$16.9K -836 -7%
AWS
58
Atria Wealth Solutions
New York
$212K -$76.5K -3,781 -26%
VA
59
Valmark Advisers
Ohio
$210K +$211K +10,444 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$207K -$25.2K -1,246 -11%
EH
61
Equitable Holdings
New York
$204K +$205K +10,121 New
GWM
62
Greenwich Wealth Management
Connecticut
$201K -$125K -6,200 -38%
CA
63
CoreCap Advisors
Michigan
$186K +$187K +9,269 New
FP
64
Financial Perspectives
Minnesota
$123K -$34.5K -1,707 -22%
GWM
65
Geneos Wealth Management
Colorado
$112K -$362K -17,897 -76%
CAS
66
Coppell Advisory Solutions
Texas
$89.6K +$90.1K +4,455 New
CASC
67
Coppell Advisory Solutions Corp
Texas
$89.6K +$90.1K +4,455 New
WOSD
68
WFA of San Diego
California
$88.5K +$89K +4,401 New
GWANC
69
Guardian Wealth Advisors (North Carolina)
North Carolina
$87.6K -$5.08K -251 -5%
ACA
70
Aptus Capital Advisors
Alabama
$87.6K -$2.75K -136 -3%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$62.3K -$566 -28 -0.9%
SFSG
72
Sound Financial Strategies Group
Mississippi
$51.3K -$37.7K -1,865 -42%
IA
73
IFP Advisors
Florida
$49K -$71.6K -3,539 -64%
WAM
74
Worth Asset Management
Texas
$41.2K +$41.5K +2,050 New
MCC
75
Money Concepts Capital
Florida
$35.1K +$35.3K +1,747 New

PTBD Hedge Fund Activity: Q4 2022 in Review

84 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2022, worth a combined $165M — down 17% from $198M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PTBD positions and 9 closed out — a net gain of 8 holders — while 9 added to existing stakes and 54 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $719K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.76M.

  • 84 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $165M of Pacer Trendpilot US Bond ETF stock for Q4 2022, down 17% quarter-over-quarter.
  • 17 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2022 and 9 closed out, a net change of +8 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $719K added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $8.76M sold.

Based on aggregated 13F filings for Q4 2022.