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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

58 hedge funds and large institutions have $103M invested in Pacer Trendpilot US Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
11
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
ORG Partners
Indiana
+$1.59M
2
PWM
Perigon Wealth Management
California
+$804K
3
ODFS
O'Donnell Financial Services
California
+$667K
4
Jane Street
Jane Street
New York
+$566K
5
CIA
Concurrent Investment Advisors
Florida
+$529K

Top Sellers

1
MCA
Magnolia Capital Advisors
Mississippi
-$3.47M
2
AAS
Avantax Advisory Services
Texas
-$2.18M
3
CG
Clarus Group
Texas
-$2.05M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.49M
5
CAG
Csenge Advisory Group
Florida
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1
Csenge Advisory Group
Florida
$10.2M -$1.25M -62,380 -11%
LPL Financial
2
LPL Financial
California
$9.92M +$54.7K +2,721 +0.6%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$9.72M +$13.9K +693 +0.1%
Jane Street
4
Jane Street
New York
$5.7M +$566K +28,139 +11%
ODFS
5
O'Donnell Financial Services
California
$5.69M +$667K +33,163 +13%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.18M -$1.49M -74,082 -22%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.1M -$21.8K -1,084 -0.4%
KAS
8
Kestra Advisory Services
Texas
$4.8M +$73.7K +3,668 +2%
Wells Fargo
9
Wells Fargo
California
$4.6M -$134K -6,687 -3%
AI
10
Atria Investments
North Carolina
$4.6M -$11.9K -592 -0.3%
CFD
11
Creative Financial Designs
Indiana
$4.08M +$130K +6,461 +3%
SA
12
Sanctuary Advisors
Indiana
$3.7M +$3.7M +185,012 New
NA
13
NewEdge Advisors
Louisiana
$3.47M +$264K +13,122 +8%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2.48M -$458K -22,808 -16%
RJA
15
Raymond James & Associates
Florida
$2.43M -$478K -23,764 -16%
Morgan Stanley
16
Morgan Stanley
New York
$2.35M -$679K -33,773 -22%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.91M -$523K -26,031 -22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.85M +$138K +6,856 +8%
OP
19
ORG Partners
Indiana
$1.59M +$1.59M +79,585 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.47M -$34.9K -1,738 -2%
LSIA
21
LaSalle St. Investment Advisors
Illinois
$1.29M -$27.6K -1,371 -2%
AAS
22
Avantax Advisory Services
Texas
$1.2M -$2.18M -108,291 -64%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$925K -$24.3K -1,207 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$857K -$197K -9,788 -19%
PWM
25
Perigon Wealth Management
California
$804K +$804K +40,014 New
1
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