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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

134 hedge funds and large institutions have $965M invested in Pacer Trendpilot US Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.07%
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
59
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

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 		Shares
Change %
KA
101
Kercheville Advisors
Texas
$304K – – –
EA
102
Eudaimonia Advisors
Tennessee
$302K +$302K +11,220 New
IWM
103
IHT Wealth Management
Illinois
$296K -$124K -4,592 -29%
IWN
104
Independent Wealth Network
Iowa
$293K +$6K +223 +2%
B
105
Bridgeworth
Alabama
$286K +$39.5K +1,468 +16%
APA
106
American Portfolios Advisors
New York
$280K +$22.8K +847 +9%
MOS
107
MGO One Seven
Ohio
$278K -$987K -36,585 -78%
OPS
108
Orion Portfolio Solutions
Nebraska
$253K -$132K -4,923 -34%
MA
109
Mutual Advisors
Nebraska
$252K -$425K -15,787 -63%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$229K -$820K -30,445 -78%
SFG
111
SNS Financial Group
Minnesota
$221K +$221K +8,195 New
FP
112
Financial Perspectives
Minnesota
$218K +$9.99K +371 +5%
LA
113
Latitude Advisors
Florida
$217K +$217K +8,063 New
SMH
114
Sanders Morris Harris
Texas
$216K +$12.7K +469 +6%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$215K +$837 +31 +0.4%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$195K -$254K -9,415 -57%
CWA
117
Core Wealth Advisors
Florida
$145K +$215 +8 +0.1%
HR
118
Hayden Royal
North Carolina
$132K +$132K +4,900 New
Wells Fargo
119
Wells Fargo
California
$107K +$96.8K +3,587 +944%
CP
120
Castleview Partners
Texas
$101K +$101K +2,723,231 New
NFSG
121
Newbridge Financial Services Group
Florida
$66K +$10.2K +375 +18%
PCA
122
Providence Capital Advisors
North Carolina
$31K – – –
AF
123
Advisornet Financial
Minnesota
$27K +$27K +984 New
TSWM
124
Tyler-Stone Wealth Management
Ohio
$27K +$27K +1,000 New
AWM
125
Avior Wealth Management
Nebraska
$13K +$13K +507 New
2 3 4
5
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