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Pacer Trendpilot US Bond ETF

58 hedge funds and large institutions have $104M invested in Pacer Trendpilot US Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $103M → $104M (+$154K)

0% more funds holding

Funds holding: 5858 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.63% less ownership

Funds ownership: 60.52%59.89% (-0.63%)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
21
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11M +$808K +39,407 +8%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$10.2M +$248K +12,100 +3%
CAG
3
Csenge Advisory Group
Florida
$9.72M -$579K -28,251 -6%
IA
4
Inspire Advisors
Idaho
$6.2M +$6.16M +300,523 New
Wells Fargo
5
Wells Fargo
California
$4.98M +$262K +12,797 +6%
AI
6
Atria Investments
North Carolina
$4.88M +$156K +7,606 +3%
ODFS
7
O'Donnell Financial Services
California
$4.77M -$1.06M -51,867 -18%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.69M -$536K -26,151 -10%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.49M -$814K -39,692 -15%
KAS
10
Kestra Advisory Services
Texas
$4.4M -$519K -25,332 -11%
CFD
11
Creative Financial Designs
Indiana
$4.3M +$114K +5,572 +3%
SA
12
Sanctuary Advisors
Indiana
$4.24M +$510K +24,860 +13%
NA
13
NewEdge Advisors
Louisiana
$4.02M +$451K +21,977 +13%
Morgan Stanley
14
Morgan Stanley
New York
$2.65M +$244K +11,893 +10%
RJA
15
Raymond James & Associates
Florida
$2.28M -$210K -10,237 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.76M -$134K -6,516 -7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.61M +$98.2K +4,789 +7%
LSIA
18
LaSalle St. Investment Advisors
Illinois
$1.37M +$43K +2,098 +3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.22M -$734K -35,814 -38%
AAS
20
Avantax Advisory Services
Texas
$1.21M -$30K -1,461 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.06M +$108K +5,263 +11%
OWP
22
ORG Wealth Partners
Texas
$929K +$923K +45,033 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$856K -$23.5K -1,146 -3%
PWM
24
Perigon Wealth Management
California
$856K +$30K +1,462 +4%
GWM
25
Geneos Wealth Management
Colorado
$729K +$665K +32,442 +1,116%

PTBD Hedge Fund Activity: Q3 2024 in Review

58 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q3 2024, worth a combined $104M — up 0.15% from $103M a quarter earlier.

Fund positioning in PTBD was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 27 trimmed.

The largest buyer was Inspire Advisors, opening a new position worth an estimated $6.16M. The largest seller was Jane Street, cutting an estimated $5.17M.

  • 58 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $104M of Pacer Trendpilot US Bond ETF stock for Q3 2024, up 0.15% quarter-over-quarter.
  • 5 funds opened new Pacer Trendpilot US Bond ETF positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q3 2024 was Inspire Advisors, an estimated $6.16M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q3 2024 was Jane Street, an estimated $5.17M sold.

Based on aggregated 13F filings for Q3 2024.