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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

125 hedge funds and large institutions have $977M invested in Pacer Trendpilot US Bond ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
2.2%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
30
Increased
72
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$48.2M
2
Morgan Stanley
Morgan Stanley
New York
+$20M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$11.9M
5
PAG
Private Advisor Group
New Jersey
+$11.8M

Top Sellers

1
WP
WealthShield Partners
North Carolina
-$10.7M
2
OMC
Old Mission Capital
Illinois
-$3.95M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.58M
4
SS
Simplicity Solutions
Minnesota
-$2.32M
5
FTUS
Flow Traders U.S.
New York
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWIA
76
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$873K – – –
SG
77
StoneX Group
New York
$865K +$236K +8,700 +38%
OIA
78
OneDigital Investment Advisors
Kansas
$844K +$566K +20,889 +204%
PA
79
PFG Advisors
Arizona
$835K +$157K +5,776 +23%
CWM
80
Centric Wealth Management
Illinois
$788K -$128K -4,722 -14%
WMP
81
Wealth Management Partners
Arizona
$779K +$779K +28,727 New
PJSIMP
82
P.J. Schmidt Investment Management (PJS)
Wisconsin
$776K +$41.8K +1,553 +6%
MA
83
Mutual Advisors
Nebraska
$682K +$348K +12,830 +104%
WCM
84
WealthBridge Capital Management
Ohio
$595K +$595K +21,942 New
Renaissance Technologies
85
Renaissance Technologies
New York
$575K +$575K +21,200 New
IA
86
IFP Advisors
Florida
$567K +$242K +8,900 +74%
EIA
87
Eldridge Investment Advisors
New Hampshire
$567K +$296K +10,918 +109%
CFSG
88
Community Financial Services Group
Vermont
$558K +$558K +20,590 New
RIA
89
Regal Investment Advisors
Michigan
$543K +$7.87K +290 +1%
AFS
90
Aft Forsyth & Sober
Florida
$515K – – –
CCIA
91
Cherry Creek Investment Advisors
Colorado
$512K -$869K -32,053 -63%
KFGK
92
Keystone Financial Group (Kentucky)
Kentucky
$479K +$239K +8,825 +100%
FFS
93
Founders Financial Securities
Maryland
$468K -$1.67M -61,596 -78%
CAAS
94
Capital Asset Advisory Services
Michigan
$466K +$118K +4,363 +34%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$457K +$10.5K +381 +2%
GWM
96
Greenwich Wealth Management
Connecticut
$447K +$447K +16,500 New
IWM
97
IHT Wealth Management
Illinois
$423K +$30K +1,105 +8%
OPS
98
Orion Portfolio Solutions
Nebraska
$389K +$75.2K +2,771 +24%
OMC
99
Old Mission Capital
Illinois
$368K -$3.95M -145,435 -91%
LIM
100
Leavell Investment Management
Alabama
$332K +$58.8K +2,170 +22%
2 3
4
5 6