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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

58 hedge funds and large institutions have $103M invested in Pacer Trendpilot US Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
11
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
ORG Partners
Indiana
+$1.59M
2
PWM
Perigon Wealth Management
California
+$804K
3
ODFS
O'Donnell Financial Services
California
+$667K
4
Jane Street
Jane Street
New York
+$566K
5
CIA
Concurrent Investment Advisors
Florida
+$529K

Top Sellers

1
MCA
Magnolia Capital Advisors
Mississippi
-$3.47M
2
AAS
Avantax Advisory Services
Texas
-$2.18M
3
CG
Clarus Group
Texas
-$2.05M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.49M
5
CAG
Csenge Advisory Group
Florida
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$25.9K -$9.83K -489 -27%
CA
52
CoreCap Advisors
Michigan
$20.8K – – –
FFA
53
Farther Finance Advisors
California
$19.4K -$63.7K -3,184 -77%
CAS
54
Coppell Advisory Solutions
Texas
$13.6K +$13.6K +675 New
CAM
55
Creekmur Asset Management
Illinois
$7.9K -$27.1K -1,348 -77%
RIA
56
Realta Investment Advisors
Delaware
$7.34K – – –
WOSD
57
WFA of San Diego
California
$2.21K +$2.21K +110 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$40 -$60 -3 -60%
MCA
59
Magnolia Capital Advisors
Mississippi
– -$3.47M -174,765 Closed
CG
60
Clarus Group
Texas
– -$2.05M -100,665 Closed
MML Investors Services
61
MML Investors Services
Massachusetts
– -$266K -13,039 Closed
WCM
62
WealthBridge Capital Management
Ohio
– -$224K -10,983 Closed
GFA
63
Gallagher Fiduciary Advisors
Illinois
– -$213K -10,461 Closed
VA
64
Valmark Advisers
Ohio
– -$201K -9,837 Closed
UBS Group
65
UBS Group
Switzerland
– -$116K -5,669 Closed
FGAM
66
Financial Gravity Asset Management
Texas
– -$29.9K -1,466 Closed
SFSG
67
Sound Financial Strategies Group
Mississippi
– -$22.7K -1,113 Closed
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
– -$16.8K -823 Closed
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
– -$76 -2 Closed
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