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Pacer Trendpilot US Bond ETF
PTBD

70 hedge funds and large institutions have $385M invested in Pacer Trendpilot US Bond ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 1

3,100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 1

130% more capital invested

Capital invested by funds: $167M → $385M (+$217M)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

84% more funds holding

Funds holding: 38 → 70 (+32)

8.9% more ownership

Funds ownership: 78.37% → 87.28% (+8.9%)

Holders
70
Holders Change
+32
Holders Change %
+84.21%
% of All Funds
1.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
33
Increased
32
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
F
F3Logic
Minnesota
+$18.2M
2
AI
Atria Investments
North Carolina
+$17.8M
3
SFSG
Sound Financial Strategies Group
Mississippi
+$16.4M
4
Stifel Financial
Stifel Financial
Missouri
+$13.4M
5
PAG
Private Advisor Group
New Jersey
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
VC
Veracity Capital
Georgia
-$5.94M
2
Jane Street
Jane Street
New York
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
F
1
F3Logic
Minnesota
$48.8M +$18.2M +675,441 +62%
SFSG
2
Sound Financial Strategies Group
Mississippi
$37.4M +$16.4M +607,436 +81%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$30.5M +$5.05M +187,090 +20%
CCP
4
Cardan Capital Partners
Colorado
$29M +$1.32M +48,996 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.2M +$10.1M +372,677 +60%
LPL Financial
6
LPL Financial
California
$26.6M +$8.34M +308,951 +47%
CAN
7
Cetera Advisor Networks
California
$20.8M +$2.49M +92,362 +14%
AI
8
Atria Investments
North Carolina
$18.2M +$17.8M +661,217 New
Stifel Financial
9
Stifel Financial
Missouri
$13.7M +$13.4M +498,038 New
PAG
10
Private Advisor Group
New Jersey
$12.6M +$12.4M +457,963 New
WP
11
WealthShield Partners
North Carolina
$11.5M +$6.99M +258,855 +164%
RJA
12
Raymond James & Associates
Florida
$11.1M +$5.04M +186,776 +86%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.07M +$3.67M +136,066 +70%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$7.81M +$7.66M +283,752 New
MW
15
MBL Wealth
North Carolina
$7.06M +$6.92M +256,436 New
3F
16
360 Financial
Minnesota
$6.32M +$6.19M +229,390 New
GWM
17
Geneos Wealth Management
Colorado
$4.97M +$654K +24,236 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.96M +$2.33M +86,165 +92%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.12M +$2.38M +88,002 +143%
CFD
20
Creative Financial Designs
Indiana
$3.86M +$38.8K +1,439 +1%
SMC
21
Smith, Moore & Co
Missouri
$3.57M +$2.59M +96,089 +287%
RCS
22
Retirement Capital Strategies
California
$3.28M +$3.22M +119,198 New
OC
23
Oarsman Capital
Wisconsin
$2.96M +$2.9M +107,486 New
AAS
24
Avantax Advisory Services
Texas
$2.9M +$928K +34,375 +48%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.73M +$1.74M +64,634 +187%
1
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PTBD Hedge Fund Activity: Q4 2020 in Review

70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2020, worth a combined $385M — up 130% from $167M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PTBD positions and 1 closed out — a net gain of 32 holders — while 32 added to existing stakes and 1 trimmed.

The largest buyer was F3Logic, adding an estimated $18.2M. The largest seller was Veracity Capital, cutting an estimated $5.94M.

  • 70 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $385M of Pacer Trendpilot US Bond ETF stock for Q4 2020, up 130% quarter-over-quarter.
  • 33 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2020 and 1 closed out, a net change of +32 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2020 was F3Logic, an estimated $18.2M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2020 was Veracity Capital, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2020.