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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

76 hedge funds and large institutions have $198M invested in Pacer Trendpilot US Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-28
Holders Change %
-26.92%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
4
Increased
18
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
Csenge Advisory Group
Florida
+$5.4M
2
OMC
Old Mission Capital
Illinois
+$1.62M
3
KOC
Koss-Olinger Consulting
Florida
+$870K
4
LNC
Lincoln National Corp
Pennsylvania
+$616K
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$557K

Top Sellers

1
SFSG
Sound Financial Strategies Group
Mississippi
-$37.5M
2
Morgan Stanley
Morgan Stanley
New York
-$19.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.4M
5
CAN
Cetera Advisor Networks
California
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$66 -$4 -187 -6%
3F
77
360 Financial
Minnesota
– -$6.35M -294,163 Closed
IPW
78
IronBridge Private Wealth
Texas
– -$3.17M -147,590 Closed
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
– -$1.6M -74,541 Closed
SEA
80
Stegent Equity Advisors
Texas
– -$1.45M -67,551 Closed
SG
81
StoneX Group
New York
– -$1.1M -51,145 Closed
CAAS
82
Capital Asset Advisory Services
Michigan
– -$805K -37,450 Closed
TWM
83
Trinity Wealth Management
Pennsylvania
– -$653K -30,387 Closed
WMP
84
Wealth Management Partners
Arizona
– -$613K -29,000 Closed
AWM
85
AE Wealth Management
Kansas
– -$514K -23,917 Closed
PJSIMP
86
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$482K -22,808 Closed
OC
87
Oarsman Capital
Wisconsin
– -$448K -20,851 Closed
SDWIA
88
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$350K -16,300 Closed
EH
89
Equitable Holdings
New York
– -$330K -15,364 Closed
ARC
90
Advisor Resource Council
Texas
– -$330K -15,347 Closed
KFGK
91
Keystone Financial Group (Kentucky)
Kentucky
– -$279K -12,982 Closed
CA
92
CoreCap Advisors
Michigan
– -$263K -12,235 Closed
WOSD
93
WFA of San Diego
California
– -$254K -11,836 Closed
TFS
94
Thoroughbred Financial Services
Tennessee
– -$220K -10,267 Closed
VBCG
95
Valley Brook Capital Group
Pennsylvania
– -$212K -9,900 Closed
AWM
96
Apollon Wealth Management
South Carolina
– -$213K -9,898 Closed
EA
97
Eudaimonia Advisors
Tennessee
– -$207K -9,615 Closed
SWM
98
SeaCrest Wealth Management
New York
– -$126K -5,845 Closed
WAM
99
Worth Asset Management
Texas
– -$65K -3,001 Closed
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
– -$34K -1,596 Closed
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4
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