Pacer Trendpilot US Bond ETF
PTBD
59 hedge funds and large institutions have $138M invested in Pacer Trendpilot US Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 7 closing their positions.
25% more capital invested
Capital invested by funds: $110M → $138M (+$27.5M)
8.73% more ownership
Funds ownership: 59.38% → 68.11% (+8.7%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 60 → 59 (-1)
31% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$4.59M |
| 2 |
Jane Street
New York
|
+$3.89M |
| 3 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
+$3.4M |
| 4 |
Morgan Stanley
New York
|
+$2.11M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$2.49M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.05M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$956K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$881K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$630K |
PTBD Hedge Fund Activity: Q4 2023 in Review
59 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2023, worth a combined $138M — up 25% from $110M a quarter earlier.
Fund positioning in PTBD was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 20 added to existing stakes and 29 trimmed.
The largest buyer was O'Donnell Financial Services, opening a new position worth an estimated $4.59M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $2.49M sold.
- 59 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2023, down from 60 in Q3 2023.
- Funds reported $138M of Pacer Trendpilot US Bond ETF stock for Q4 2023, up 25% quarter-over-quarter.
- 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2023 and 7 closed out, a net change of 0 holders.
- The largest Pacer Trendpilot US Bond ETF buyer in Q4 2023 was O'Donnell Financial Services, an estimated $4.59M added.
- The largest Pacer Trendpilot US Bond ETF seller in Q4 2023 was International Assets Investment Management, an estimated $2.49M sold.
Based on aggregated 13F filings for Q4 2023.