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Pacer Trendpilot US Bond ETF
PTBD

135 hedge funds and large institutions have $967M invested in Pacer Trendpilot US Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

7% more funds holding

Funds holding: 126 → 135 (+9)

0.91% more ownership

Funds ownership: 77.34% → 78.25% (+0.91%)

1% less capital invested

Capital invested by funds: $979M → $967M (-$11.4M)

Holders
135
Holders Change
+9
Holders Change %
+7.14%
% of All Funds
2.08%
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
60
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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 		Change in
Stake
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$329K -$146K -5,433 -31%
KA
102
Kercheville Advisors
Texas
$304K – – –
EA
103
Eudaimonia Advisors
Tennessee
$302K +$302K +11,220 New
IWM
104
IHT Wealth Management
Illinois
$296K -$124K -4,592 -29%
IWN
105
Independent Wealth Network
Iowa
$293K +$6K +223 +2%
B
106
Bridgeworth
Alabama
$286K +$39.5K +1,468 +16%
APA
107
American Portfolios Advisors
New York
$280K +$22.8K +847 +9%
MOS
108
MGO One Seven
Ohio
$278K -$985K -36,585 -78%
OPS
109
Orion Portfolio Solutions
Nebraska
$253K -$133K -4,923 -34%
MA
110
Mutual Advisors
Nebraska
$252K -$425K -15,787 -63%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$229K -$820K -30,445 -78%
SFG
112
SNS Financial Group
Minnesota
$221K +$221K +8,195 New
FP
113
Financial Perspectives
Minnesota
$218K +$9.99K +371 +5%
LA
114
Latitude Advisors
Florida
$217K +$217K +8,063 New
SMH
115
Sanders Morris Harris
Texas
$216K +$12.6K +469 +6%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$215K +$835 +31 +0.4%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$195K -$254K -9,415 -57%
CWAF
118
Core Wealth Advisors (Florida)
Florida
$145K +$215 +8 +0.1%
HR
119
Hayden Royal
North Carolina
$132K +$132K +4,900 New
Wells Fargo
120
Wells Fargo
California
$107K +$96.6K +3,587 +944%
CP
121
Castleview Partners
Texas
$101K +$73.3M +2,723,231 New
NFSG
122
Newbridge Financial Services Group
Florida
$66K +$10.1K +375 +18%
PCA
123
Providence Capital Advisors
North Carolina
$31K – – –
AF
124
Advisornet Financial
Minnesota
$27K +$26.5K +984 New
TSWM
125
Tyler-Stone Wealth Management
Ohio
$27K +$26.9K +1,000 New
2 3 4
5
6

PTBD Hedge Fund Activity: Q4 2021 in Review

135 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2021, worth a combined $967M — down 1.2% from $979M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PTBD positions and 14 closed out — a net gain of 14 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Private Advisor Group, cutting an estimated $18.4M.

  • 135 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2021, up from 126 in Q3 2021.
  • Funds reported $967M of Pacer Trendpilot US Bond ETF stock for Q4 2021, down 1.2% quarter-over-quarter.
  • 28 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $13M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2021 was Private Advisor Group, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2021.