Pacer Trendpilot US Bond ETF
PTBD
59 hedge funds and large institutions have $81.9M invested in Pacer Trendpilot US Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 29 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4% more funds holding
Funds holding: 57 → 59 (+2)
7.32% less ownership
Funds ownership: 64.89% → 57.57% (-7.3%)
20% less capital invested
Capital invested by funds: $103M → $81.9M (-$21M)
52% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$6.16M |
| 2 |
Goldman Sachs
New York
|
+$1.04M |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$906K |
| 4 |
Jane Street
New York
|
+$765K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$9.61M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.1M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$4M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.41M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
51
Farther Finance Advisors
San Francisco,
California
| $16.4K | – | – | – |
|
|
RF
52
Rossby Financial
Melbourne,
Florida
| $14.7K | – | – | – |
|
|
AAP
53
Arax Advisory Partners
Denver,
Colorado
| $11.5K | – | – | – |
|
|
CA
54
CoreCap Advisors
Southfield,
Michigan
| $10.6K | – | – | – |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| $5.33K | – | – | – |
|
56
CIBC Private Wealth Group
Atlanta,
Georgia
| $4.33K | – | – | – |
|
|
CAM
57
Creekmur Asset Management
Morton,
Illinois
| $3.77K | – | – | – |
|
|
WOSD
58
WFA of San Diego
San Diego,
California
| $2.17K | +$2.17K | +110 | New |
|
|
WP
59
WealthShield Partners
Cary,
North Carolina
| $40 | -$7.32K | -372 | -99% |
|
60
JP Morgan Chase
New York
| $9 | -$1.59K | -81 | Closed |
|
|
IFPG
61
Intrepid Financial Planning Group
Carmel,
Indiana
| – | -$411K | -20,507 | Closed |
|
|
FWP
62
Forefront Wealth Partners
Austin,
Texas
| – | -$358K | -17,827 | Closed |
|
|
AWM
63
Axxcess Wealth Management
Carlsbad,
California
| – | -$247K | -12,331 | Closed |
|
|
CAAS
64
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$248K | -12,331 | Closed |
|
PTBD Hedge Fund Activity: Q2 2025 in Review
59 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2025, worth a combined $81.9M — down 20% from $103M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PTBD positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 29 trimmed.
The largest buyer was Napa Wealth Management, opening a new position worth an estimated $6.16M. The largest seller was Inspire Advisors, cutting an estimated $9.61M.
- 59 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2025, up from 57 in Q1 2025.
- Funds reported $81.9M of Pacer Trendpilot US Bond ETF stock for Q2 2025, down 20% quarter-over-quarter.
- 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2025 and 5 closed out, a net change of +2 holders.
- The largest Pacer Trendpilot US Bond ETF buyer in Q2 2025 was Napa Wealth Management, an estimated $6.16M added.
- The largest Pacer Trendpilot US Bond ETF seller in Q2 2025 was Inspire Advisors, an estimated $9.61M sold.
Based on aggregated 13F filings for Q2 2025.