Pacer Trendpilot US Bond ETF
PTBD
83 hedge funds and large institutions have $591M invested in Pacer Trendpilot US Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 9 reducing their positions, and 6 closing their positions.
467% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 9
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
54% more capital invested
Capital invested by funds: $385M → $591M (+$207M)
19% more funds holding
Funds holding: 70 → 83 (+13)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5.94% less ownership
Funds ownership: 87.28% → 81.34% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$18.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$18.1M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$17.3M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.6M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.2M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$8.15M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$3.28M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$2.17M |
| 5 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$876K |
PTBD Hedge Fund Activity: Q1 2021 in Review
83 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2021, worth a combined $591M — up 54% from $385M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PTBD positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 9 trimmed.
The largest buyer was Sound Financial Strategies Group, adding an estimated $18.2M. The largest seller was Envestnet Asset Management, cutting an estimated $12.2M.
- 83 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2021, up from 70 in Q4 2020.
- Funds reported $591M of Pacer Trendpilot US Bond ETF stock for Q1 2021, up 54% quarter-over-quarter.
- 19 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2021 and 6 closed out, a net change of +13 holders.
- The largest Pacer Trendpilot US Bond ETF buyer in Q1 2021 was Sound Financial Strategies Group, an estimated $18.2M added.
- The largest Pacer Trendpilot US Bond ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $12.2M sold.
Based on aggregated 13F filings for Q1 2021.