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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
20
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ODFS
O'Donnell Financial Services
California
+$4.75M
2
Jane Street
Jane Street
New York
+$4.03M
3
MCA
Magnolia Capital Advisors
Mississippi
+$3.51M
4
Morgan Stanley
Morgan Stanley
New York
+$2.18M
5
AAS
Avantax Advisory Services
Texas
+$1.85M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$2.49M
2
LPL Financial
LPL Financial
California
-$1.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$989K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$912K
5
WP
WealthShield Partners
North Carolina
-$658K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSIA
1
LaSalle St. Investment Advisors
Illinois
$13.4M -$328K -1,604 -2%
CAG
2
Csenge Advisory Group
Florida
$12.2M +$113K +5,496 +0.9%
LPL Financial
3
LPL Financial
California
$11.8M -$1.09M -53,006 -8%
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$10.3M -$419K -20,469 -4%
Jane Street
5
Jane Street
New York
$9.16M +$4.03M +196,815 +79%
Morgan Stanley
6
Morgan Stanley
New York
$8.74M +$2.18M +106,598 +33%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.87M +$70.7K +3,453 +1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.52M -$912K -44,559 -14%
Wells Fargo
9
Wells Fargo
California
$5.37M -$514K -25,106 -9%
ODFS
10
O'Donnell Financial Services
California
$4.75M +$4.75M +231,899 New
KAS
11
Kestra Advisory Services
Texas
$4.74M +$208K +10,151 +5%
AI
12
Atria Investments
North Carolina
$4.23M +$417K +20,373 +11%
CFD
13
Creative Financial Designs
Indiana
$3.79M +$15.3K +746 +0.4%
MCA
14
Magnolia Capital Advisors
Mississippi
$3.51M +$3.51M +172,015 New
AAS
15
Avantax Advisory Services
Texas
$3.46M +$1.85M +90,517 +116%
RJA
16
Raymond James & Associates
Florida
$3.24M -$511K -24,952 -14%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.98M +$45.2K +2,209 +2%
NA
18
NewEdge Advisors
Louisiana
$2.86M +$336K +16,442 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.36M -$989K -48,326 -30%
CG
20
Clarus Group
Texas
$2.21M +$1.2M +58,738 +120%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.79M -$359K -17,551 -17%
OP
22
ORG Partners
Indiana
$1.39M +$1.01M +49,107 +264%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.38M +$153K +7,492 +12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.11M -$86.5K -4,225 -7%
Citadel Advisors
25
Citadel Advisors
Florida
$947K +$411K +20,084 +77%
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