PTBD icon

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 %
MPWT
126
MassMutual Private Wealth & Trust
Connecticut
$12K +$12K +431 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$9K +$8.13K +291 +939%
RG
128
Retirement Group
California
$9K +$9K +350 New
C
129
Covestor
United Kingdom
$7K +$7K +245 New
CB
130
CNB Bank
Pennsylvania
$4K +$4K +150 New
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +161 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +165 New
FAG
133
Fortitude Advisory Group
Washington
$3K +$3K +110 New
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$1K – – –
Ameriprise
135
Ameriprise
Minnesota
– -$211K -210,750 Closed
ARG
136
Advisory Resource Group
Oklahoma
– -$3.21M -118,429 Closed
AWA
137
Arkadios Wealth Advisors
Georgia
– -$2.98M -110,052 Closed
IAIM
138
International Assets Investment Management
Florida
– -$1.74M -48,472 Closed
Renaissance Technologies
139
Renaissance Technologies
New York
– -$575K -21,200 Closed
EIA
140
Eldridge Investment Advisors
New Hampshire
– -$567K -20,918 Closed
FFS
141
Founders Financial Securities
Maryland
– -$468K -17,266 Closed
BA
142
Ballew Advisors
Mississippi
– -$272K -10,126 Closed
GRP
143
Global Retirement Partners
California
– -$70K -2,585 Closed
SWM
144
Sugarloaf Wealth Management
Georgia
– -$54K -2,000 Closed
HA
145
Herold Advisors
New York
– -$28K -1,060 Closed
AssetMark Inc
146
AssetMark Inc
California
– -$28K -1,017 Closed
CFGS
147
Concourse Financial Group Securities
Alabama
– -$5K -200 Closed
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
– -$2K -80 Closed
2 3 4 5
6