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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

60 hedge funds and large institutions have $110M invested in Pacer Trendpilot US Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.8M
2
IAIM
International Assets Investment Management
Florida
+$2.49M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$999K
4
CG
Clarus Group
Texas
+$956K
5
AI
Atria Investments
North Carolina
+$890K

Top Sellers

1
LPL Financial
LPL Financial
California
-$6.82M
2
Jane Street
Jane Street
New York
-$5.08M
3
OMC
Old Mission Capital
Illinois
-$1.72M
4
OP
ORG Partners
Indiana
-$1.32M
5
RJA
Raymond James & Associates
Florida
-$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$72.7K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$61.3K – – –
ACA
53
Aptus Capital Advisors
Alabama
$42.5K -$9.73K -499 -19%
GWANC
54
Guardian Wealth Advisors (North Carolina)
North Carolina
$42K -$5.42K -278 -11%
UBS Group
55
UBS Group
Switzerland
$35.5K +$32.8K +1,682 +1,193%
GRP
56
Global Retirement Partners
California
$28K – – –
SFSG
57
Sound Financial Strategies Group
Mississippi
$16.4K – – –
RIA
58
Realta Investment Advisors
Delaware
$7.3K – – –
WOSD
59
WFA of San Diego
California
$1.11K -$239K -12,279 -100%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$22 +$22 +1 New
OMC
61
Old Mission Capital
Illinois
– -$1.72M -86,261 Closed
PG
62
Prostatis Group
Maryland
– -$49.6K -49,555 Closed
GLA
63
Good Life Advisors
Pennsylvania
– -$625K -31,288 Closed
WS
64
Wedbush Securities
California
– -$359K -17,966 Closed
BRWA
65
B. Riley Wealth Advisors
Florida
– -$226K -11,291 Closed
SI
66
Stephens Inc
Arkansas
– -$204K -10,210 Closed
IA
67
IFP Advisors
Florida
– -$3.5K -175 Closed
FGAM
68
Financial Gravity Asset Management
Texas
– -$13.2K -20 Closed
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