Pacer Trendpilot US Bond ETF
PTBD
135 hedge funds and large institutions have $967M invested in Pacer Trendpilot US Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 14 closing their positions.
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
43% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 42
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
7% more funds holding
Funds holding: 126 → 135 (+9)
0.91% more ownership
Funds ownership: 77.34% → 78.25% (+0.91%)
1% less capital invested
Capital invested by funds: $979M → $967M (-$11.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.38M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.51M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$18.4M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$13.9M |
| 3 |
F
F3Logic
Burnsville,
Minnesota
|
-$13.1M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$12.1M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$6.1M |
PTBD Hedge Fund Activity: Q4 2021 in Review
135 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2021, worth a combined $967M — down 1.2% from $979M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PTBD positions and 14 closed out — a net gain of 14 holders — while 60 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Private Advisor Group, cutting an estimated $18.4M.
- 135 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2021, up from 126 in Q3 2021.
- Funds reported $967M of Pacer Trendpilot US Bond ETF stock for Q4 2021, down 1.2% quarter-over-quarter.
- 28 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
- The largest Pacer Trendpilot US Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $13M added.
- The largest Pacer Trendpilot US Bond ETF seller in Q4 2021 was Private Advisor Group, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2021.