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Pacer Trendpilot US Bond ETF

126 hedge funds and large institutions have $979M 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, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

279% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 19

25% more funds holding

Funds holding: 101126 (+25)

20% more capital invested

Capital invested by funds: $817M → $979M (+$161M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.76% more ownership

Funds ownership: 76.58%77.34% (+0.76%)

Holders
126
Holders Change
+25
Holders Change %
+24.75%
% of All Funds
2.21%
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
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$99.9M +$49.1M +1,777,404 +93%
Morgan Stanley
2
Morgan Stanley
New York
$78.5M +$20.4M +737,881 +34%
F
3
F3Logic
Minnesota
$73.6M +$3.95M +143,017 +6%
KOC
4
Koss-Olinger Consulting
Florida
$63.6M +$1.43M +51,730 +2%
SFSG
5
Sound Financial Strategies Group
Mississippi
$56M +$714K +25,836 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$43.1M -$3.65M -131,886 -8%
CAN
7
Cetera Advisor Networks
California
$40.8M +$1.46M +52,899 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$35.1M +$13.3M +480,748 +59%
PAG
9
Private Advisor Group
New Jersey
$34.3M +$12M +433,797 +52%
AI
10
Atria Investments
North Carolina
$33M +$987K +35,693 +3%
RJA
11
Raymond James & Associates
Florida
$29.4M +$6.7M +242,207 +29%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.6M +$5.85M +211,698 +28%
Osaic Holdings
13
Osaic Holdings
Arizona
$25.9M +$5.81M +210,243 +28%
Stifel Financial
14
Stifel Financial
Missouri
$21.4M +$2.31M +83,623 +12%
CCP
15
Cardan Capital Partners
Colorado
$20.7M +$425K +15,366 +2%
SPC
16
Sigma Planning Corp
Michigan
$15.8M +$489K +17,682 +3%
DADC
17
D.A. Davidson & Co
Montana
$14.7M +$756K +27,327 +5%
WP
18
WealthShield Partners
North Carolina
$12.6M -$10.9M -393,527 -46%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$11.9M +$12.2M +439,791 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.8M +$2.06M +74,677 +21%
CG
21
Clarus Group
Texas
$10M +$2.77M +100,286 +37%
KAS
22
Kestra Advisory Services
Texas
$9.9M +$6.42M +232,228 +175%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$8.54M +$924K +33,400 +12%
TWM
24
Trinity Wealth Management
Pennsylvania
$8.53M +$8.7M +314,534 New
3F
25
360 Financial
Minnesota
$7.08M +$419K +15,144 +6%

PTBD Hedge Fund Activity: Q3 2021 in Review

126 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q3 2021, worth a combined $979M — up 20% from $817M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PTBD positions and 4 closed out — a net gain of 26 holders — while 72 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $49.1M. The largest seller was WealthShield Partners, cutting an estimated $10.9M.

  • 126 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q3 2021, up from 101 in Q2 2021.
  • Funds reported $979M of Pacer Trendpilot US Bond ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Pacer Trendpilot US Bond ETF positions in Q3 2021 and 4 closed out, a net change of +26 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q3 2021 was LPL Financial, an estimated $49.1M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q3 2021 was WealthShield Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2021.