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Pacer Trendpilot US Bond ETF
PTBD

57 hedge funds and large institutions have $103M invested in Pacer Trendpilot US Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.63% more ownership

Funds ownership: 63.26% → 64.89% (+1.6%)

0% more capital invested

Capital invested by funds: $103M → $103M (+$257K)

5% less funds holding

Funds holding: 60 → 57 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
+$2.73M
2
ODFS
O'Donnell Financial Services
California
+$2.43M
3
IA
Inspire Advisors
Idaho
+$2.07M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$930K
5
LPL Financial
LPL Financial
California
+$450K

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.83M
2
Jane Street
Jane Street
New York
-$2.25M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
4
Wells Fargo
Wells Fargo
California
-$998K
5
KWA
Kingswood Wealth Advisors
California
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$11.7K +$11.8K +583 New
CA
52
CoreCap Advisors
Michigan
$10.8K – – –
WP
53
WealthShield Partners
North Carolina
$7.5K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$5.42K – – –
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$4.31K – – –
CAM
56
Creekmur Asset Management
Illinois
$3.83K – – –
JP Morgan Chase
57
JP Morgan Chase
New York
$1.63K +$1.64K +81 New
Citadel Advisors
58
Citadel Advisors
Florida
– -$1.58M -79,122 Closed
KWA
59
Kingswood Wealth Advisors
California
– -$401K -20,038 Closed
VA
60
Valmark Advisers
Ohio
– -$220K -11,007 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– -$215K -10,753 Closed
PA
62
PFG Advisors
Arizona
– -$202K -10,077 Closed
AF
63
Allworth Financial
California
– -$29.6K -1,462 Closed
CAS
64
Coppell Advisory Solutions
Texas
– -$5.5K -275 Closed
FP
65
Financial Perspectives
Minnesota
– -$4.47K -224 Closed
Fidelity Investments
66
Fidelity Investments
Massachusetts
– -$40 -2 Closed
1 2
3

PTBD Hedge Fund Activity: Q1 2025 in Review

57 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2025, worth a combined $103M — up 0.25% from $103M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PTBD and 7 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Harbour Investments, adding an estimated $2.73M. The largest seller was Cetera Investment Advisers, cutting an estimated $2.83M.

  • 57 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $103M of Pacer Trendpilot US Bond ETF stock for Q1 2025, up 0.25% quarter-over-quarter.
  • 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q1 2025 was Harbour Investments, an estimated $2.73M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q1 2025 was Cetera Investment Advisers, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2025.