Pacer Trendpilot US Bond ETF
PTBD
83 hedge funds and large institutions have $165M invested in Pacer Trendpilot US Bond ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 54 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
8% more funds holding
Funds holding: 77 → 83 (+6)
0.51% more ownership
Funds ownership: 58.05% → 58.56% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less capital invested
Capital invested by funds: $199M → $165M (-$33.7M)
83% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$719K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$670K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$566K |
| 4 |
IFPG
Intrepid Financial Planning Group
Carmel,
Indiana
|
+$376K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.76M |
| 2 |
Morgan Stanley
New York
|
-$4.64M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.34M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.16M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.95M |
PTBD Hedge Fund Activity: Q4 2022 in Review
83 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2022, worth a combined $165M — down 17% from $199M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PTBD positions and 9 closed out — a net gain of 7 holders — while 9 added to existing stakes and 54 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $719K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.76M.
- 83 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2022, up from 77 in Q3 2022.
- Funds reported $165M of Pacer Trendpilot US Bond ETF stock for Q4 2022, down 17% quarter-over-quarter.
- 16 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2022 and 9 closed out, a net change of +7 holders.
- The largest Pacer Trendpilot US Bond ETF buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $719K added.
- The largest Pacer Trendpilot US Bond ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $8.76M sold.
Based on aggregated 13F filings for Q4 2022.