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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

125 hedge funds and large institutions have $977M invested in Pacer Trendpilot US Bond ETF in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+25
Holders Change %
+25%
% of All Funds
2.2%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
30
Increased
72
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$48.2M
2
Morgan Stanley
Morgan Stanley
New York
+$20M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$11.9M
5
PAG
Private Advisor Group
New Jersey
+$11.8M

Top Sellers

1
WP
WealthShield Partners
North Carolina
-$10.7M
2
OMC
Old Mission Capital
Illinois
-$3.95M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.58M
4
SS
Simplicity Solutions
Minnesota
-$2.32M
5
FTUS
Flow Traders U.S.
New York
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$99.9M +$48.2M +1,777,404 +93%
Morgan Stanley
2
Morgan Stanley
New York
$78.5M +$20M +737,881 +34%
F
3
F3Logic
Minnesota
$73.6M +$3.88M +143,017 +6%
KOC
4
Koss-Olinger Consulting
Florida
$63.6M +$1.4M +51,730 +2%
SFSG
5
Sound Financial Strategies Group
Mississippi
$56M +$701K +25,836 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$43.1M -$3.58M -131,886 -8%
CAN
7
Cetera Advisor Networks
California
$40.8M +$1.43M +52,899 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$35.1M +$13M +480,748 +59%
PAG
9
Private Advisor Group
New Jersey
$34.3M +$11.8M +433,797 +52%
AI
10
Atria Investments
North Carolina
$33M +$968K +35,693 +3%
RJA
11
Raymond James & Associates
Florida
$29.4M +$6.57M +242,207 +29%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.6M +$5.74M +211,698 +28%
Osaic Holdings
13
Osaic Holdings
Arizona
$25.9M +$5.7M +210,243 +28%
Stifel Financial
14
Stifel Financial
Missouri
$21.4M +$2.27M +83,623 +12%
CCP
15
Cardan Capital Partners
Colorado
$20.7M +$417K +15,366 +2%
SPC
16
Sigma Planning Corp
Michigan
$15.8M +$480K +17,682 +3%
DADC
17
D.A. Davidson & Co
Montana
$14.7M +$741K +27,327 +5%
WP
18
WealthShield Partners
North Carolina
$12.6M -$10.7M -393,527 -46%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$11.9M +$11.9M +439,791 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.8M +$2.03M +74,677 +21%
CG
21
Clarus Group
Texas
$10M +$2.72M +100,286 +37%
KAS
22
Kestra Advisory Services
Texas
$9.91M +$6.3M +232,228 +175%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$8.54M +$906K +33,400 +12%
TWM
24
Trinity Wealth Management
Pennsylvania
$8.53M +$8.53M +314,534 New
3F
25
360 Financial
Minnesota
$7.08M +$411K +15,144 +6%
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