Pacer Trendpilot US Bond ETF
PTBD
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 9 closing their positions.
2.21% less ownership
Funds ownership: 61.59% → 59.38% (-2.2%)
3% less funds holding
Funds holding: 62 → 60 (-2)
12% less capital invested
Capital invested by funds: $125M → $110M (-$14.7M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
59% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.85M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.32M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$1.02M |
| 4 |
CG
Clarus Group
Houston,
Texas
|
+$975K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$907K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.96M |
| 2 |
Jane Street
New York
|
-$5.18M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.72M |
| 4 |
OP
ORG Partners
Roanoke,
Indiana
|
-$1.35M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$861K |
PTBD Hedge Fund Activity: Q3 2023 in Review
60 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q3 2023, worth a combined $110M — down 12% from $125M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PTBD and 7 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 14 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $2.85M. The largest seller was LPL Financial, cutting an estimated $6.96M.
- 60 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q3 2023, down from 62 in Q2 2023.
- Funds reported $110M of Pacer Trendpilot US Bond ETF stock for Q3 2023, down 12% quarter-over-quarter.
- 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q3 2023 and 9 closed out, a net change of -2 holders.
- The largest Pacer Trendpilot US Bond ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $2.85M added.
- The largest Pacer Trendpilot US Bond ETF seller in Q3 2023 was LPL Financial, an estimated $6.96M sold.
Based on aggregated 13F filings for Q3 2023.