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Pacer Trendpilot US Bond ETF

64 hedge funds and large institutions have $144M invested in Pacer Trendpilot US Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.84% more ownership

Funds ownership: 58.56%59.4% (+0.84%)

13% less capital invested

Capital invested by funds: $165M → $144M (-$20.7M)

24% less funds holding

Funds holding: 8464 (-20)

68% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 41

71% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
Holders Change
-20
Holders Change %
-23.81%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
41
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.3M -$7.69M -375,299 -26%
Jane Street
2
Jane Street
New York
$16.1M +$9.3M +453,750 +131%
CAG
3
Csenge Advisory Group
Florida
$15.8M -$3.7M -180,352 -19%
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$9.89M -$1.25M -60,988 -11%
Morgan Stanley
5
Morgan Stanley
New York
$8.41M -$2.73M -132,977 -24%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.61M +$164K +7,984 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.5M +$407K +19,836 +6%
CFD
8
Creative Financial Designs
Indiana
$6.06M +$652K +31,802 +12%
RJA
9
Raymond James & Associates
Florida
$5.7M -$1.79M -87,406 -24%
KAS
10
Kestra Advisory Services
Texas
$4.44M -$569K -27,736 -11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.39M -$472K -23,018 -10%
Wells Fargo
12
Wells Fargo
California
$3.66M -$50.5K -2,465 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.03M -$4.29M -209,332 -58%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.31M -$1.62M -78,850 -41%
NA
15
NewEdge Advisors
Louisiana
$2.02M +$179K +8,732 +10%
AAS
16
Avantax Advisory Services
Texas
$1.77M +$247K +12,066 +16%
OP
17
ORG Partners
Indiana
$1.74M +$1.77M +86,401 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.41M -$963K -46,978 -40%
CA
19
Cetera Advisors
Colorado
$1.33M -$226K -11,049 -14%
LSIA
20
LaSalle St. Investment Advisors
Illinois
$1.32M -$31.2K -1,522 -2%
WP
21
WealthShield Partners
North Carolina
$1.31M +$542K +26,444 +68%
CAN
22
Cetera Advisor Networks
California
$1.19M -$471K -22,967 -28%
HI
23
Harbour Investments
Wisconsin
$1.16M -$349K -17,006 -23%
AI
24
Atria Investments
North Carolina
$1.1M -$440K -21,477 -28%
PA
25
PFG Advisors
Arizona
$1.05M -$80.2K -3,912 -7%

PTBD Hedge Fund Activity: Q1 2023 in Review

64 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2023, worth a combined $144M — down 13% from $165M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PTBD and 7 opened new positions — a net loss of 17 holders — while 41 trimmed existing stakes and 13 added.

The largest buyer was Jane Street, adding an estimated $9.3M. The largest seller was LPL Financial, cutting an estimated $7.69M.

  • 64 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2023, down from 84 in Q4 2022.
  • Funds reported $144M of Pacer Trendpilot US Bond ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2023 and 24 closed out, a net change of -17 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q1 2023 was Jane Street, an estimated $9.3M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q1 2023 was LPL Financial, an estimated $7.69M sold.

Based on aggregated 13F filings for Q1 2023.