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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 %
KA
101
Kercheville Advisors
Texas
$306K +$306K +11,300 New
IWN
102
Independent Wealth Network
Iowa
$289K +$289K +10,675 New
BRWA
103
B. Riley Wealth Advisors
Florida
$287K +$82.9K +3,055 +41%
BA
104
Ballew Advisors
Mississippi
$272K +$2.18K +81 +0.8%
RJT
105
Raymond James Trust
Florida
$264K – – –
APA
106
American Portfolios Advisors
New York
$259K +$150K +5,530 +138%
B
107
Bridgeworth
Alabama
$248K +$248K +9,162 New
LFF
108
Level Four Financial
Texas
$216K +$978 +36 +0.5%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$215K +$215K +7,935 New
Ameriprise
110
Ameriprise
Minnesota
$211K +$211K +210,750 New
FP
111
Financial Perspectives
Minnesota
$210K +$59.2K +2,182 +39%
SMH
112
Sanders Morris Harris
Texas
$204K +$204K +7,536 New
NFG
113
Next Financial Group
Texas
$172K +$172K +6,331 New
CWA
114
Core Wealth Advisors
Florida
$146K +$12K +444 +9%
GRP
115
Global Retirement Partners
California
$70K +$162 +6 +0.2%
NFSG
116
Newbridge Financial Services Group
Florida
$56K +$26.1K +960 +87%
SWM
117
Sugarloaf Wealth Management
Georgia
$54K +$54K +2,000 New
PCA
118
Providence Capital Advisors
North Carolina
$31K – – –
AssetMark Inc
119
AssetMark Inc
California
$28K +$28K +1,017 New
HA
120
Herold Advisors
New York
$28K +$28K +1,060 New
Wells Fargo
121
Wells Fargo
California
$10K +$10K +380 New
CFGS
122
Concourse Financial Group Securities
Alabama
$5K – – –
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2K +$2K +80 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1K +$1K +31 New
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$1K +$1K +41 New
2 3 4
5
6