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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

60 hedge funds and large institutions have $110M invested in Pacer Trendpilot US Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.8M
2
IAIM
International Assets Investment Management
Florida
+$2.49M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$999K
4
CG
Clarus Group
Texas
+$956K
5
AI
Atria Investments
North Carolina
+$890K

Top Sellers

1
LPL Financial
LPL Financial
California
-$6.82M
2
Jane Street
Jane Street
New York
-$5.08M
3
OMC
Old Mission Capital
Illinois
-$1.72M
4
OP
ORG Partners
Indiana
-$1.32M
5
RJA
Raymond James & Associates
Florida
-$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.2M -$6.82M -350,097 -36%
CAG
2
Csenge Advisory Group
Florida
$11.5M -$553K -28,368 -5%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$10.2M +$999K +51,235 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.48M +$167K +8,564 +3%
Morgan Stanley
5
Morgan Stanley
New York
$6.25M +$527K +27,020 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.13M -$409K -20,967 -6%
Wells Fargo
7
Wells Fargo
California
$5.6M +$298K +15,283 +6%
Jane Street
8
Jane Street
New York
$4.88M -$5.08M -260,514 -51%
KAS
9
Kestra Advisory Services
Texas
$4.31M +$167K +8,544 +4%
AI
10
Atria Investments
North Carolina
$3.63M +$890K +45,639 +32%
CFD
11
Creative Financial Designs
Indiana
$3.59M +$427K +21,915 +13%
RJA
12
Raymond James & Associates
Florida
$3.57M -$844K -43,300 -19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.19M -$738K -37,862 -19%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2.8M +$2.8M +143,526 New
IAIM
15
International Assets Investment Management
Florida
$2.49M +$2.49M +66,365 New
NA
16
NewEdge Advisors
Louisiana
$2.41M +$356K +18,283 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.05M -$600K -30,820 -23%
AAS
18
Avantax Advisory Services
Texas
$1.53M -$26K -1,333 -2%
LSIA
19
LaSalle St. Investment Advisors
Illinois
$1.31M -$19.3K -990 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.17M -$64.8K -3,327 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.13M -$48.4K -2,484 -4%
PA
22
PFG Advisors
Arizona
$999K -$6.76K -347 -0.7%
CA
23
Cetera Advisors
Colorado
$959K -$531K -27,256 -36%
CG
24
Clarus Group
Texas
$956K +$956K +49,041 New
JWCA
25
J.W. Cole Advisors
Florida
$695K -$1.79K -92 -0.3%
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