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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

134 hedge funds and large institutions have $965M invested in Pacer Trendpilot US Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.07%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
28
Increased
59
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
RJA
Raymond James & Associates
Florida
+$12.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$7.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.51M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.18M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$18.4M
2
Stifel Financial
Stifel Financial
Missouri
-$13.9M
3
F
F3Logic
Minnesota
-$13.1M
4
AI
Atria Investments
North Carolina
-$12.1M
5
WP
WealthShield Partners
North Carolina
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
76
Stephens Inc
Arkansas
$934K +$13.9K +518 +2%
BAM
77
Belpointe Asset Management
Nevada
$925K -$42.5K -1,578 -4%
WMP
78
Wealth Management Partners
Arizona
$888K +$115K +4,273 +15%
JWCA
79
J.W. Cole Advisors
Florida
$869K +$869K +32,286 New
SDWIA
80
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$840K -$26.9K -1,000 -3%
LIM
81
Leavell Investment Management
Alabama
$805K +$475K +17,645 +144%
Mariner
82
Mariner
Kansas
$789K +$789K +29,300 New
AWM
83
Apollon Wealth Management
South Carolina
$779K +$779K +28,923 New
WCM
84
WealthBridge Capital Management
Ohio
$778K +$187K +6,959 +32%
OIA
85
OneDigital Investment Advisors
Kansas
$602K -$237K -8,782 -28%
Citadel Advisors
86
Citadel Advisors
Florida
$586K -$2.54M -94,304 -81%
CFSG
87
Community Financial Services Group
Vermont
$569K +$14.4K +536 +3%
RGF
88
Retirement Guys Formula
Ohio
$566K +$566K +21,036 New
IA
89
IFP Advisors
Florida
$565K +$3.55K +132 +0.6%
RIA
90
Regal Investment Advisors
Michigan
$529K -$9.83K -365 -2%
BCM
91
Brookstone Capital Management
Illinois
$524K -$618K -23,294 -54%
AFS
92
Aft Forsyth & Sober
Florida
$512K – – –
NFG
93
Next Financial Group
Texas
$475K +$304K +11,294 +178%
5L
94
55I LLC
Massachusetts
$454K +$454K +16,855 New
GWM
95
Greenwich Wealth Management
Connecticut
$444K – – –
CA
96
CoreCap Advisors
Michigan
$397K +$397K +14,742 New
RJT
97
Raymond James Trust
Florida
$385K +$123K +4,563 +47%
CCIA
98
Cherry Creek Investment Advisors
Colorado
$381K -$127K -4,729 -25%
BRWA
99
B. Riley Wealth Advisors
Florida
$359K +$73.8K +2,739 +26%
KFGK
100
Keystone Financial Group (Kentucky)
Kentucky
$329K -$146K -5,433 -31%
2 3
4
5 6