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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$49.1M |
| 2 |
Morgan Stanley
New York
|
+$20.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.3M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$12.2M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$10.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.02M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.65M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$2.32M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1K | +$1.13K | +41 | New |
|
|
SS
127
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$2.32M | -83,828 | Closed |
|
|
JWCA
128
J.W. Cole Advisors
Tampa,
Florida
| – | -$1.28M | -46,184 | Closed |
|
|
IFG
129
Investors Financial Group
Plymouth,
Minnesota
| – | -$992K | -35,787 | Closed |
|
|
ARC
130
Advisor Resource Council
Dallas,
Texas
| – | -$856K | -30,874 | Closed |
|
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.