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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

59 hedge funds and large institutions have $138M invested in Pacer Trendpilot US Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
20
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ODFS
O'Donnell Financial Services
California
+$4.75M
2
Jane Street
Jane Street
New York
+$4.03M
3
MCA
Magnolia Capital Advisors
Mississippi
+$3.51M
4
Morgan Stanley
Morgan Stanley
New York
+$2.18M
5
AAS
Avantax Advisory Services
Texas
+$1.85M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$2.49M
2
LPL Financial
LPL Financial
California
-$1.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$989K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$912K
5
WP
WealthShield Partners
North Carolina
-$658K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.1K – – –
CAM
52
Creekmur Asset Management
Illinois
$37K +$37K +1,807 New
CAS
53
Coppell Advisory Solutions
Texas
$29.8K -$61.4K -3,000 -67%
GRP
54
Global Retirement Partners
California
$29.6K – – –
SFSG
55
Sound Financial Strategies Group
Mississippi
$22.8K +$5.57K +272 +32%
UBS Group
56
UBS Group
Switzerland
$17.3K -$20K -978 -54%
AC
57
AlphaCore Capital
California
$1.47K +$1.47K +71 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$92 +$69 +3 +300%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$20 +$20 +1 New
IAIM
60
International Assets Investment Management
Florida
– -$2.49M -66,365 Closed
EP
61
Eudaimonia Partners
Tennessee
– -$624K -32,034 Closed
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
– -$481K -24,662 Closed
FTUS
63
Flow Traders U.S.
New York
– -$241K -12,345 Closed
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
– -$240K -12,327 Closed
MFG
65
Merit Financial Group
Georgia
– -$195K -10,011 Closed
RIA
66
Realta Investment Advisors
Delaware
– -$7.3K -365 Closed
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