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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

63 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, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-20
Holders Change %
-24.1%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
13
Reduced
40
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$9.13M
2
CFD
Creative Financial Designs
Indiana
+$640K
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$619K
4
WP
WealthShield Partners
North Carolina
+$532K
5
Osaic Holdings
Osaic Holdings
Arizona
+$399K

Top Sellers

1
LPL Financial
LPL Financial
California
-$7.55M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.21M
3
CAG
Csenge Advisory Group
Florida
-$3.63M
4
Morgan Stanley
Morgan Stanley
New York
-$2.68M
5
RJA
Raymond James & Associates
Florida
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$97K -$14.9K -743 -13%
ACA
52
Aptus Capital Advisors
Alabama
$68.3K -$19.4K -964 -22%
GWANC
53
Guardian Wealth Advisors (North Carolina)
North Carolina
$63.3K -$24.3K -1,210 -28%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$62K – – –
GRP
55
Global Retirement Partners
California
$29.5K – – –
SFSG
56
Sound Financial Strategies Group
Mississippi
$16.9K -$34.4K -1,708 -67%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$7K – – –
IA
58
IFP Advisors
Florida
$4.39K -$45.1K -1,798 -91%
NFSG
59
Newbridge Financial Services Group
Florida
$2.01K -$24.8K -1,235 -93%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$1.66K -$264 -13,104 -14%
AssetMark Inc
61
AssetMark Inc
California
$805 +$805 +40 New
ASN
62
Advisory Services Network
Georgia
$201 -$2.61K -130 -93%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$20 +$20 +1 New
FAIM
64
Financial Advocates Investment Management
Washington
– -$1.75M -86,978 Closed
LNC
65
Lincoln National Corp
Pennsylvania
– -$877K -43,591 Closed
HAS
66
HBW Advisory Services
California
– -$477K -23,695 Closed
OMC
67
Old Mission Capital
Illinois
– -$429K -21,324 Closed
SPC
68
Sigma Planning Corp
Michigan
– -$311K -15,471 Closed
GVAG
69
Great Valley Advisor Group
Delaware
– -$296K -14,726 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$281K -13,979 Closed
Truist Financial
71
Truist Financial
North Carolina
– -$264K -13,125 Closed
LFAS
72
Level Four Advisory Services
Texas
– -$248K -12,324 Closed
FTUS
73
Flow Traders U.S.
New York
– -$243K -12,100 Closed
WMWM
74
Whitaker-Myers Wealth Managers
Ohio
– -$228K -11,328 Closed
Citadel Advisors
75
Citadel Advisors
Florida
– -$227K -11,300 Closed
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