Pacer Trendpilot US Bond ETF
PTBD
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 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.6% less ownership
Funds ownership: 61.12% → 60.52% (-0.6%)
3% less funds holding
Funds holding: 60 → 58 (-2)
8% less capital invested
Capital invested by funds: $112M → $103M (-$8.72M)
66% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
+$1.61M |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$808K |
| 3 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$670K |
| 4 |
Jane Street
New York
|
+$569K |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$3.47M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.19M |
| 3 |
CG
Clarus Group
Houston,
Texas
|
-$2.05M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.5M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$1.26M |
PTBD Hedge Fund Activity: Q2 2024 in Review
58 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q2 2024, worth a combined $103M — down 7.8% from $112M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PTBD positions and 10 closed out — a net gain of 1 holder — while 11 added to existing stakes and 32 trimmed.
The largest buyer was ORG Partners, opening a new position worth an estimated $1.61M. The largest seller was Magnolia Capital Advisors, exiting entirely with an estimated $3.47M sold.
- 58 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q2 2024, down from 60 in Q1 2024.
- Funds reported $103M of Pacer Trendpilot US Bond ETF stock for Q2 2024, down 7.8% quarter-over-quarter.
- 11 funds opened new Pacer Trendpilot US Bond ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
- The largest Pacer Trendpilot US Bond ETF buyer in Q2 2024 was ORG Partners, an estimated $1.61M added.
- The largest Pacer Trendpilot US Bond ETF seller in Q2 2024 was Magnolia Capital Advisors, an estimated $3.47M sold.
Based on aggregated 13F filings for Q2 2024.