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Pacer Trendpilot US Bond ETF

126 hedge funds and large institutions have $979M 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, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

279% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 19

25% more funds holding

Funds holding: 101126 (+25)

20% more capital invested

Capital invested by funds: $817M → $979M (+$161M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.76% more ownership

Funds ownership: 76.58%77.34% (+0.76%)

Holders
126
Holders Change
+25
Holders Change %
+24.75%
% of All Funds
2.21%
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
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$927K +$94.5K +3,417 +11%
SDWIA
77
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$873K
SG
78
StoneX Group
New York
$865K +$241K +8,700 +38%
OIA
79
OneDigital Investment Advisors
Kansas
$844K +$578K +20,889 +204%
PA
80
PFG Advisors
Arizona
$835K +$160K +5,776 +23%
CWM
81
Centric Wealth Management
Illinois
$788K -$131K -4,722 -14%
WMP
82
Wealth Management Partners
Arizona
$779K +$794K +28,727 New
PJSIMP
83
P.J. Schmidt Investment Management (PJS)
Wisconsin
$776K +$42.9K +1,553 +6%
MA
84
Mutual Advisors
Nebraska
$682K +$355K +12,830 +104%
WCM
85
WealthBridge Capital Management
Ohio
$595K +$607K +21,942 New
Renaissance Technologies
86
Renaissance Technologies
New York
$575K +$586K +21,200 New
IA
87
IFP Advisors
Florida
$567K +$246K +8,900 +74%
EIA
88
Eldridge Investment Advisors
New Hampshire
$567K +$302K +10,918 +109%
CFSG
89
Community Financial Services Group
Vermont
$558K +$569K +20,590 New
RIA
90
Regal Investment Advisors
Michigan
$543K +$8.02K +290 +1%
AFS
91
Aft Forsyth & Sober
Florida
$515K
CCIA
92
Cherry Creek Investment Advisors
Colorado
$512K -$886K -32,053 -63%
KFGK
93
Keystone Financial Group (Kentucky)
Kentucky
$479K +$244K +8,825 +100%
FFS
94
Founders Financial Securities
Maryland
$468K -$1.7M -61,596 -78%
CAAS
95
Capital Asset Advisory Services
Michigan
$466K +$121K +4,363 +34%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$457K +$10.5K +381 +2%
GWM
97
Greenwich Wealth Management
Connecticut
$447K +$456K +16,500 New
IWM
98
IHT Wealth Management
Illinois
$423K +$30.6K +1,105 +8%
OPS
99
Orion Portfolio Solutions
Nebraska
$389K +$76.6K +2,771 +24%
OMC
100
Old Mission Capital
Illinois
$368K -$4.02M -145,435 -91%

PTBD Hedge Fund Activity: Q3 2021 in Review

126 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q3 2021, worth a combined $979M — up 20% from $817M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PTBD positions and 4 closed out — a net gain of 26 holders — while 72 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.1M. The largest seller was WealthShield Partners, cutting an estimated $10.9M.

  • 126 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q3 2021, up from 101 in Q2 2021.
  • Funds reported $979M of Pacer Trendpilot US Bond ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Pacer Trendpilot US Bond ETF positions in Q3 2021 and 4 closed out, a net change of +26 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q3 2021 was LPL Financial, an estimated $49.1M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q3 2021 was WealthShield Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2021.