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Pacer Trendpilot US Bond ETF

64 hedge funds and large institutions have $144M invested in Pacer Trendpilot US Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.84% more ownership

Funds ownership: 58.56%59.4% (+0.84%)

13% less capital invested

Capital invested by funds: $165M → $144M (-$20.7M)

24% less funds holding

Funds holding: 8464 (-20)

68% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 41

71% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
Holders Change
-20
Holders Change %
-23.81%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
41
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$119K -$95.8K -4,671 -44%
GWM
52
Geneos Wealth Management
Colorado
$97K -$15.2K -743 -13%
ACA
53
Aptus Capital Advisors
Alabama
$68.3K -$19.8K -964 -22%
GWANC
54
Guardian Wealth Advisors (North Carolina)
North Carolina
$63.3K -$24.8K -1,210 -28%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$62K
GRP
56
Global Retirement Partners
California
$29.5K
SFSG
57
Sound Financial Strategies Group
Mississippi
$16.9K -$35K -1,708 -67%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$7K
IA
59
IFP Advisors
Florida
$4.39K -$36.9K -1,798 -91%
NFSG
60
Newbridge Financial Services Group
Florida
$2.01K -$25.3K -1,235 -93%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.66K -$269K -13,104 -14%
AssetMark Inc
62
AssetMark Inc
California
$805 +$820 +40 New
ASN
63
Advisory Services Network
Georgia
$201 -$2.67K -130 -93%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$20 +$20 +1 New
FAIM
65
Financial Advocates Investment Management
Washington
-$1.75M -86,978 Closed
LNC
66
Lincoln National Corp
Pennsylvania
-$877K -43,591 Closed
HAS
67
HBW Advisory Services
California
-$477K -23,695 Closed
OMC
68
Old Mission Capital
Illinois
-$429K -21,324 Closed
SPC
69
Sigma Planning Corp
Michigan
-$311K -15,471 Closed
GVAG
70
Great Valley Advisor Group
Delaware
-$296K -14,726 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$281K -13,979 Closed
Truist Financial
72
Truist Financial
North Carolina
-$264K -13,125 Closed
LFAS
73
Level Four Advisory Services
Texas
-$248K -12,324 Closed
FTUS
74
Flow Traders U.S.
New York
-$243K -12,100 Closed
WMWM
75
Whitaker-Myers Wealth Managers
Ohio
-$228K -11,328 Closed

PTBD Hedge Fund Activity: Q1 2023 in Review

64 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2023, worth a combined $144M — down 13% from $165M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PTBD and 7 opened new positions — a net loss of 17 holders — while 41 trimmed existing stakes and 13 added.

The largest buyer was Jane Street, adding an estimated $9.3M. The largest seller was LPL Financial, cutting an estimated $7.69M.

  • 64 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2023, down from 84 in Q4 2022.
  • Funds reported $144M of Pacer Trendpilot US Bond ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2023 and 24 closed out, a net change of -17 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q1 2023 was Jane Street, an estimated $9.3M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q1 2023 was LPL Financial, an estimated $7.69M sold.

Based on aggregated 13F filings for Q1 2023.