Pacer Trendpilot US Bond ETF
PTBD
61 hedge funds and large institutions have $112M invested in Pacer Trendpilot US Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 59 → 61 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.97% less ownership
Funds ownership: 68.11% → 61.14% (-7%)
18% less capital invested
Capital invested by funds: $138M → $112M (-$25.4M)
36% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.53M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$764K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$459K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$402K |
| 5 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$363K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.63M |
| 2 |
Jane Street
New York
|
-$3.91M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.71M |
| 4 |
OP
ORG Partners
Roanoke,
Indiana
|
-$1.39M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$947K |
PTBD Hedge Fund Activity: Q1 2024 in Review
61 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2024, worth a combined $112M — down 18% from $138M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PTBD positions and 6 closed out — a net gain of 3 holders — while 18 added to existing stakes and 28 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $5.63M.
- 61 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2024, up from 59 in Q4 2023.
- Funds reported $112M of Pacer Trendpilot US Bond ETF stock for Q1 2024, down 18% quarter-over-quarter.
- 9 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2024 and 6 closed out, a net change of +3 holders.
- The largest Pacer Trendpilot US Bond ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.53M added.
- The largest Pacer Trendpilot US Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $5.63M sold.
Based on aggregated 13F filings for Q1 2024.