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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

76 hedge funds and large institutions have $198M invested in Pacer Trendpilot US Bond ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-28
Holders Change %
-26.92%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
4
Increased
18
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
Csenge Advisory Group
Florida
$18.7M
2
OMC
Old Mission Capital
Illinois
$1.62M
3
KOC
Koss-Olinger Consulting
Florida
$1.22M
4
LNC
Lincoln National Corp
Pennsylvania
$893K
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$11M

Top Sellers

1
SFSG
Sound Financial Strategies Group
Mississippi
$87K
2
Morgan Stanley
Morgan Stanley
New York
$15.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$15.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.89M
5
CAN
Cetera Advisor Networks
California
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$32.4M -$8.46M -431,193 -21%
CAG
2
Csenge Advisory Group
Florida
$18.7M +$5.4M +275,183 +41%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.8M -$14.1M -716,466 -47%
Morgan Stanley
4
Morgan Stanley
New York
$15.3M -$19.7M -1,002,164 -56%
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$11M +$557K +28,352 +5%
RJA
6
Raymond James & Associates
Florida
$10.3M -$4.5M -229,157 -30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.96M -$3M -152,608 -25%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.08M -$6.71M -342,074 -45%
Jane Street
9
Jane Street
New York
$7.59M -$9.78M -498,345 -56%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.89M -$13.4M -682,340 -69%
CFD
11
Creative Financial Designs
Indiana
$5.52M +$174K +8,888 +3%
KAS
12
Kestra Advisory Services
Texas
$4.97M +$179K +9,107 +4%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.12M +$64.2K +3,273 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.6M -$5.33M -271,689 -60%
Wells Fargo
15
Wells Fargo
California
$2.97M -$432K -22,006 -13%
CAN
16
Cetera Advisor Networks
California
$2.61M -$12.2M -619,653 -82%
AAS
17
Avantax Advisory Services
Texas
$2.56M +$48K +2,447 +2%
AI
18
Atria Investments
North Carolina
$2.05M -$1.74M -88,829 -46%
NA
19
NewEdge Advisors
Louisiana
$1.91M -$1.21M -61,637 -39%
HI
20
Harbour Investments
Wisconsin
$1.7M – – –
OMC
21
Old Mission Capital
Illinois
$1.62M +$1.62M +82,670 New
CA
22
Cetera Advisors
Colorado
$1.61M -$1.74M -88,487 -52%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.6M -$140K -7,149 -8%
Citadel Advisors
24
Citadel Advisors
Florida
$1.51M -$71.6K -3,645 -5%
PAG
25
Private Advisor Group
New Jersey
$1.25M +$44K +2,241 +4%
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