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Pacer Trendpilot US Bond ETF

62 hedge funds and large institutions have $125M invested in Pacer Trendpilot US Bond ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.19% more ownership

Funds ownership: 59.4%61.59% (+2.2%)

3% less funds holding

Funds holding: 6462 (-2)

14% less capital invested

Capital invested by funds: $144M → $125M (-$19.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

78% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 41

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$74.6K -$487K -24,325 -87%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$61.6K +$320 +16 +0.5%
ACA
53
Aptus Capital Advisors
Alabama
$53.6K -$14.3K -713 -21%
PG
54
Prostatis Group
Maryland
$49.6K +$992K +49,555 New
GWANC
55
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.6K -$14.3K -715 -23%
CAS
56
Coppell Advisory Solutions
Texas
$44.8K +$45.2K +2,255 New
GRP
57
Global Retirement Partners
California
$29K
SFSG
58
Sound Financial Strategies Group
Mississippi
$16.8K
FGAM
59
Financial Gravity Asset Management
Texas
$13.2K +$401 +20 New
RIA
60
Realta Investment Advisors
Delaware
$7.3K +$7.31K +365 New
IA
61
IFP Advisors
Florida
$3.5K
UBS Group
62
UBS Group
Switzerland
$2.82K -$116K -5,782 -98%
BAM
63
Belpointe Asset Management
Nevada
-$817K -40,627 Closed
PAG
64
Private Advisor Group
New Jersey
-$459K -22,811 Closed
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
-$257K -12,786 Closed
IWM
66
IHT Wealth Management
Illinois
-$221K -10,963 Closed
OPPS
67
Obsidian Personal Planning Solutions
Maryland
-$212K -10,530 Closed
BFEC
68
Benjamin F. Edwards & Company
Missouri
-$7K -343 Closed
NFSG
69
Newbridge Financial Services Group
Florida
-$2.01K -100 Closed
AssetMark Inc
70
AssetMark Inc
California
-$805 -40 Closed
ASN
71
Advisory Services Network
Georgia
-$201 -10 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
-$20 -1 Closed

PTBD Hedge Fund Activity: Q2 2023 in Review

62 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2023, worth a combined $125M — down 14% from $144M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PTBD and 8 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $1.81M. The largest seller was Jane Street, cutting an estimated $5.79M.

  • 62 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2023, down from 64 in Q1 2023.
  • Funds reported $125M of Pacer Trendpilot US Bond ETF stock for Q2 2023, down 14% quarter-over-quarter.
  • 8 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2023 and 10 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q2 2023 was Wells Fargo, an estimated $1.81M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q2 2023 was Jane Street, an estimated $5.79M sold.

Based on aggregated 13F filings for Q2 2023.