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Pacer Trendpilot US Bond ETF

105 hedge funds and large institutions have $416M invested in Pacer Trendpilot US Bond ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.15% less ownership

Funds ownership: 70.57%66.42% (-4.2%)

16% less funds holding

Funds holding: 125105 (-20)

47% less capital invested

Capital invested by funds: $784M → $416M (-$369M)

63% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 32

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

75% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 68

Holders
105
Holders Change
-20
Holders Change %
-16%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
12
Increased
17
Reduced
68
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$270K -$8.07K -354 -3%
CA
77
CoreCap Advisors
Michigan
$263K -$72.6K -3,187 -21%
WOSD
78
WFA of San Diego
California
$254K -$112K -4,911 -29%
TFS
79
Thoroughbred Financial Services
Tennessee
$220K -$966K -42,380 -80%
GVAG
80
Great Valley Advisor Group
Delaware
$214K +$227K +9,960 New
AWM
81
Apollon Wealth Management
South Carolina
$213K -$478K -20,979 -68%
VBCG
82
Valley Brook Capital Group
Pennsylvania
$212K -$17.1K -750 -7%
EA
83
Eudaimonia Advisors
Tennessee
$207K -$47.9K -2,103 -18%
APA
84
American Portfolios Advisors
New York
$204K -$16K -700 -7%
FP
85
Financial Perspectives
Minnesota
$166K -$9.8K -430 -5%
GWANC
86
Guardian Wealth Advisors (North Carolina)
North Carolina
$131K -$1.34M -58,699 -91%
ACA
87
Aptus Capital Advisors
Alabama
$131K -$1.33M -58,470 -91%
IA
88
IFP Advisors
Florida
$131K
SWM
89
SeaCrest Wealth Management
New York
$126K +$133K +5,845 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$75K -$19.4K -852 -20%
WAM
91
Worth Asset Management
Texas
$65K
GRP
92
Global Retirement Partners
California
$64K +$34.3K +1,506 +104%
UBS Group
93
UBS Group
Switzerland
$43K -$31.8K -1,397 -41%
NFSG
94
Newbridge Financial Services Group
Florida
$41K -$28.7K -1,260 -40%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$34K -$9.87K -433 -21%
TSWM
96
Tyler-Stone Wealth Management
Ohio
$22K
AW
97
ACG Wealth
Georgia
$6K +$6.31K +277 New
C
98
Covestor
United Kingdom
$5K -$547 -24 -10%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$4K
TRCT
100
Tower Research Capital (TRC)
New York
$2K +$2.28K +100 New

PTBD Hedge Fund Activity: Q2 2022 in Review

105 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2022, worth a combined $416M — down 47% from $784M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PTBD and 12 opened new positions — a net loss of 20 holders — while 68 trimmed existing stakes and 17 added.

The largest buyer was Csenge Advisory Group, opening a new position worth an estimated $15.4M. The largest seller was Koss-Olinger Consulting, cutting an estimated $56.3M.

  • 105 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2022, down from 125 in Q1 2022.
  • Funds reported $416M of Pacer Trendpilot US Bond ETF stock for Q2 2022, down 47% quarter-over-quarter.
  • 12 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2022 and 32 closed out, a net change of -20 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q2 2022 was Csenge Advisory Group, an estimated $15.4M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q2 2022 was Koss-Olinger Consulting, an estimated $56.3M sold.

Based on aggregated 13F filings for Q2 2022.