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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

134 hedge funds and large institutions have $965M invested in Pacer Trendpilot US Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.07%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.2%
New
28
Increased
59
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
RJA
Raymond James & Associates
Florida
+$12.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$7.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.51M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.18M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$18.4M
2
Stifel Financial
Stifel Financial
Missouri
-$13.9M
3
F
F3Logic
Minnesota
-$13.1M
4
AI
Atria Investments
North Carolina
-$12.1M
5
WP
WealthShield Partners
North Carolina
-$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$105M +$5.99M +222,263 +6%
Morgan Stanley
2
Morgan Stanley
New York
$90.9M +$13M +481,128 +17%
KOC
3
Koss-Olinger Consulting
Florida
$63M -$189K -7,033 -0.3%
F
4
F3Logic
Minnesota
$60M -$13.1M -485,001 -18%
SFSG
5
Sound Financial Strategies Group
Mississippi
$53.8M -$1.82M -67,551 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$43.9M +$1.07M +39,754 +3%
RJA
7
Raymond James & Associates
Florida
$41.8M +$12.6M +468,944 +43%
CAN
8
Cetera Advisor Networks
California
$37.3M -$3.25M -120,565 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$36M +$1.17M +43,341 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$33.1M +$7.38M +274,204 +29%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$26.9M +$465K +17,280 +2%
AI
12
Atria Investments
North Carolina
$20.6M -$12.1M -450,676 -37%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$17.9M +$6.18M +229,417 +53%
DADC
14
D.A. Davidson & Co
Montana
$15.8M +$1.25M +46,547 +9%
PAG
15
Private Advisor Group
New Jersey
$15.6M -$18.4M -684,944 -54%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$13.6M +$1.71M +63,465 +14%
SPC
17
Sigma Planning Corp
Michigan
$12M -$3.68M -136,771 -23%
Truist Financial
18
Truist Financial
North Carolina
$11.5M +$5.73M +212,596 +99%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$11.3M +$6.51M +241,639 +134%
KAS
20
Kestra Advisory Services
Texas
$10.2M +$378K +14,052 +4%
ODFS
21
O'Donnell Financial Services
California
$10.1M +$4.57M +175,284 +83%
BA
22
Bivin & Associates
Oklahoma
$9.96M +$9.96M +369,843 New
CG
23
Clarus Group
Texas
$9.5M -$310K -11,655 -3%
MML Investors Services
24
MML Investors Services
Massachusetts
$8.96M +$2.2M +81,514 +32%
AAS
25
Avantax Advisory Services
Texas
$8.65M +$1.88M +69,959 +28%
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