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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

82 hedge funds and large institutions have $590M invested in Pacer Trendpilot US Bond ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+13
Holders Change %
+18.84%
% of All Funds
1.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
19
Increased
50
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFSG
Sound Financial Strategies Group
Mississippi
+$18.1M
2
LPL Financial
LPL Financial
California
+$18M
3
CAN
Cetera Advisor Networks
California
+$17.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.5M
5
SPC
Sigma Planning Corp
Michigan
+$13M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.1M
2
CCP
Cardan Capital Partners
Colorado
-$8.1M
3
RCS
Retirement Capital Strategies
California
-$3.28M
4
FI
FormulaFolio Investments
Michigan
-$2.17M
5
VC
Veracity Capital
Georgia
-$876K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
1
Sound Financial Strategies Group
Mississippi
$55.2M +$18.1M +663,678 +49%
F
2
F3Logic
Minnesota
$53.7M +$5.4M +198,165 +11%
LPL Financial
3
LPL Financial
California
$44.4M +$18M +660,325 +68%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$42.5M +$15.5M +568,551 +57%
CAN
5
Cetera Advisor Networks
California
$37.8M +$17.2M +629,578 +83%
AI
6
Atria Investments
North Carolina
$30.8M +$12.8M +470,021 +71%
PAG
7
Private Advisor Group
New Jersey
$21.7M +$9.25M +339,264 +74%
Osaic Holdings
8
Osaic Holdings
Arizona
$21.7M +$12.7M +464,890 +141%
CCP
9
Cardan Capital Partners
Colorado
$20.6M -$8.1M -297,046 -28%
WP
10
WealthShield Partners
North Carolina
$19M +$7.6M +278,863 +67%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$18.1M -$12.1M -443,860 -40%
RJA
12
Raymond James & Associates
Florida
$15M +$3.95M +145,027 +36%
Citadel Advisors
13
Citadel Advisors
Florida
$15M +$12.5M +459,095 +506%
Stifel Financial
14
Stifel Financial
Missouri
$14.1M +$565K +20,726 +4%
SPC
15
Sigma Planning Corp
Michigan
$13.7M +$13M +475,217 +1,806%
Morgan Stanley
16
Morgan Stanley
New York
$11.4M +$11.4M +417,820 New
CAS
17
Cascadia Advisory Services
Oregon
$11.4M +$11.4M +416,309 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.8M +$6.76M +247,853 +166%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.33M +$3.42M +125,301 +70%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$7.8M +$62.3K +2,285 +0.8%
BRWM
21
B. Riley Wealth Management
Tennessee
$7.53M +$7.33M +268,784 +3,662%
MW
22
MBL Wealth
North Carolina
$6.69M -$306K -11,206 -4%
3F
23
360 Financial
Minnesota
$6.49M +$232K +8,506 +4%
SCP
24
Silverleafe Capital Partners
Tennessee
$5.69M +$5.69M +208,472 New
GWM
25
Geneos Wealth Management
Colorado
$5.01M -$1.92K -70 -0%
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