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Pacer Trendpilot US Bond ETF

84 hedge funds and large institutions have $165M invested in Pacer Trendpilot US Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

9% more funds holding

Funds holding: 7784 (+7)

0.51% more ownership

Funds ownership: 58.05%58.56% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less capital invested

Capital invested by funds: $198M → $165M (-$33.6M)

83% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 54

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
9
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28.9M -$4.34M -214,548 -13%
CAG
2
Csenge Advisory Group
Florida
$19.4M +$319K +15,768 +2%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$11.1M -$170K -8,382 -1%
Morgan Stanley
4
Morgan Stanley
New York
$11.1M -$4.64M -229,351 -29%
RJA
5
Raymond James & Associates
Florida
$7.46M -$3.16M -156,249 -30%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.45M -$8.76M -433,179 -54%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.24M -$1.95M -96,527 -21%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.09M -$1.19M -59,061 -14%
Jane Street
9
Jane Street
New York
$6.96M -$820K -40,521 -10%
CFD
10
Creative Financial Designs
Indiana
$5.42M -$237K -11,711 -4%
KAS
11
Kestra Advisory Services
Texas
$4.99M -$101K -5,004 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.85M -$1.19M -58,914 -20%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.89M -$326K -16,096 -8%
Wells Fargo
14
Wells Fargo
California
$3.71M +$670K +33,105 +22%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.35M +$719K +35,539 +44%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.93M -$1.77M -87,424 -48%
FAIM
17
Financial Advocates Investment Management
Washington
$1.75M +$566K +27,961 +47%
CAN
18
Cetera Advisor Networks
California
$1.65M -$1.03M -50,706 -38%
CA
19
Cetera Advisors
Colorado
$1.55M -$103K -5,074 -6%
AI
20
Atria Investments
North Carolina
$1.53M -$570K -28,177 -27%
AAS
21
Avantax Advisory Services
Texas
$1.53M -$1.1M -54,624 -42%
HI
22
Harbour Investments
Wisconsin
$1.5M -$91.3K -4,511 -6%
LSIA
23
LaSalle St. Investment Advisors
Illinois
$1.35M +$1.36M +67,021 New
KOC
24
Koss-Olinger Consulting
Florida
$1.25M +$6.45K +319 +0.5%
PA
25
PFG Advisors
Arizona
$1.13M -$2.57K -127 -0.2%

PTBD Hedge Fund Activity: Q4 2022 in Review

84 of the 6,222 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 $198M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PTBD positions and 9 closed out — a net gain of 8 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.

  • 84 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.
  • 17 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2022 and 9 closed out, a net change of +8 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.