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Pacer Trendpilot US Bond ETF
PTBD

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: 101 → 126 (+25)

20% more capital invested

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

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$49.1M
2
Morgan Stanley
Morgan Stanley
New York
+$20.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.3M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$12.2M
5
PAG
Private Advisor Group
New Jersey
+$12M

Top Sellers

Rank Fund Capital Flow
1
WP
WealthShield Partners
North Carolina
-$10.9M
2
OMC
Old Mission Capital
Illinois
-$4.02M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.65M
4
SS
Simplicity Solutions
Minnesota
-$2.32M
5
FTUS
Flow Traders U.S.
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
101
Leavell Investment Management
Alabama
$332K +$60K +2,170 +22%
KA
102
Kercheville Advisors
Texas
$306K +$312K +11,300 New
IWN
103
Independent Wealth Network
Iowa
$289K +$295K +10,675 New
BRWA
104
B. Riley Wealth Advisors
Florida
$287K +$84.5K +3,055 +41%
BA
105
Ballew Advisors
Mississippi
$272K +$2.24K +81 +0.8%
RJT
106
Raymond James Trust
Florida
$264K – – –
APA
107
American Portfolios Advisors
New York
$259K +$153K +5,530 +138%
B
108
Bridgeworth
Alabama
$248K +$253K +9,162 New
LFF
109
Level Four Financial
Texas
$216K +$995 +36 +0.5%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$215K +$219K +7,935 New
Ameriprise
111
Ameriprise
Minnesota
$211K +$5.83M +210,750 New
FP
112
Financial Perspectives
Minnesota
$210K +$60.3K +2,182 +39%
SMH
113
Sanders Morris Harris
Texas
$204K +$208K +7,536 New
NFG
114
Next Financial Group
Texas
$172K +$175K +6,331 New
CWAF
115
Core Wealth Advisors (Florida)
Florida
$146K +$12.3K +444 +9%
GRP
116
Global Retirement Partners
California
$70K +$166 +6 +0.2%
NFSG
117
Newbridge Financial Services Group
Florida
$56K +$26.5K +960 +87%
SWM
118
Sugarloaf Wealth Management
Georgia
$54K +$55.3K +2,000 New
PCA
119
Providence Capital Advisors
North Carolina
$31K – – –
AssetMark Inc
120
AssetMark Inc
California
$28K +$28.1K +1,017 New
HA
121
Herold Advisors
New York
$28K +$29.3K +1,060 New
Wells Fargo
122
Wells Fargo
California
$10K +$10.5K +380 New
CFGS
123
Concourse Financial Group Securities
Alabama
$5K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$2K +$2.21K +80 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$1K +$857 +31 New
2 3 4
5
6

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.