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Pacer Trendpilot US Bond ETF
PTBD

25 hedge funds and large institutions have $116M invested in Pacer Trendpilot US Bond ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

170% more capital invested

Capital invested by funds: $42.8M → $116M (+$72.8M)

67% more funds holding

Funds holding: 15 → 25 (+10)

4.17% less ownership

Funds ownership: 92.96% → 88.79% (-4.2%)

Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.55%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
11
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFSG
Sound Financial Strategies Group
Mississippi
+$18.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.4M
3
F
F3Logic
Minnesota
+$9.46M
4
VC
Veracity Capital
Georgia
+$5.41M
5
RJA
Raymond James & Associates
Florida
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
F
1
F3Logic
Minnesota
$24.2M +$9.46M +369,195 +64%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.3M +$12.4M +484,958 +139%
SFSG
3
Sound Financial Strategies Group
Mississippi
$18.7M +$18.8M +732,829 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12M +$2.55M +99,611 +27%
VC
5
Veracity Capital
Georgia
$10.2M +$5.41M +211,120 +113%
RJA
6
Raymond James & Associates
Florida
$4.98M +$3.73M +145,601 +294%
WP
7
WealthShield Partners
North Carolina
$3.62M +$2.82M +109,978 +345%
GWM
8
Geneos Wealth Management
Colorado
$3.43M +$2.92M +114,063 +556%
IA
9
IFP Advisors
Florida
$2.87M +$2.87M +111,875 New
MHS
10
M Holdings Securities
Oregon
$2.63M +$2.65M +103,310 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.53M +$2.53M +98,754 New
EP
12
Eudaimonia Partners
Tennessee
$1.82M +$830K +32,384 +83%
CAN
13
Cetera Advisor Networks
California
$1.27M +$1.06M +41,499 +497%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.21M +$1.21M +47,275 New
Jane Street
15
Jane Street
New York
$1.16M +$1.17M +45,609 New
Citadel Advisors
16
Citadel Advisors
Florida
$935K +$939K +36,643 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$574K +$577K +22,496 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$487K +$186K +7,256 +61%
SPC
19
Sigma Planning Corp
Michigan
$421K +$423K +16,508 New
IFG
20
Independent Financial Group
California
$386K +$388K +15,144 New
AAS
21
Avantax Advisory Services
Texas
$324K +$325K +12,677 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$249K +$250K +9,754 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$209K -$341K -13,292 -62%
UBS Group
24
UBS Group
Switzerland
$52K +$51K +1,989 +3,552%
CFGS
25
Concourse Financial Group Securities
Alabama
$5K – – –

PTBD Hedge Fund Activity: Q1 2020 in Review

25 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2020, worth a combined $116M — up 170% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PTBD positions and 0 closed out — a net gain of 12 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was Sound Financial Strategies Group, opening a new position worth an estimated $18.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $341K.

  • 25 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2020, up from 15 in Q4 2019.
  • Funds reported $116M of Pacer Trendpilot US Bond ETF stock for Q1 2020, up 170% quarter-over-quarter.
  • 12 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2020 and 0 closed out, a net change of +12 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q1 2020 was Sound Financial Strategies Group, an estimated $18.8M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q1 2020 was Commonwealth Equity Services, an estimated $341K sold.

Based on aggregated 13F filings for Q1 2020.