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Pacer Trendpilot US Bond ETF

60 hedge funds and large institutions have $103M invested in Pacer Trendpilot US Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

3% more funds holding

Funds holding: 5860 (+2)

3.38% more ownership

Funds ownership: 59.89%63.26% (+3.4%)

1% less capital invested

Capital invested by funds: $104M → $103M (-$966K)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$10.7M +$789K +38,949 +8%
LPL Financial
2
LPL Financial
California
$9.62M -$1.05M -51,618 -10%
IA
3
Inspire Advisors
Idaho
$8.88M +$2.91M +143,423 +48%
Raymond James Financial
4
Raymond James Financial
Florida
$6.17M +$6.25M +308,328 New
Wells Fargo
5
Wells Fargo
California
$5.38M +$552K +27,229 +11%
AI
6
Atria Investments
North Carolina
$4.96M +$236K +11,641 +5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.69M +$3.17M +156,366 +201%
CFD
8
Creative Financial Designs
Indiana
$4.65M +$489K +24,145 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.59M +$236K +11,662 +5%
SA
10
Sanctuary Advisors
Indiana
$4.33M +$88.8K +4,382 +2%
ODFS
11
O'Donnell Financial Services
California
$4.17M -$482K -23,783 -10%
KAS
12
Kestra Advisory Services
Texas
$3.85M -$426K -21,000 -10%
MCA
13
Magnolia Capital Advisors
Mississippi
$3.58M +$3.63M +178,888 New
NA
14
NewEdge Advisors
Louisiana
$3.33M -$576K -28,433 -15%
Jane Street
15
Jane Street
New York
$2.69M +$2.09M +103,104 +326%
Morgan Stanley
16
Morgan Stanley
New York
$2.3M -$279K -13,786 -11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.58M -$129K -6,360 -7%
Citadel Advisors
18
Citadel Advisors
Florida
$1.58M +$1.6M +79,122 New
LSIA
19
LaSalle St. Investment Advisors
Illinois
$1.3M -$24.6K -1,215 -2%
AAS
20
Avantax Advisory Services
Texas
$1.01M -$158K -7,780 -13%
OWP
21
ORG Wealth Partners
Texas
$937K +$37.2K +1,836 +4%
PWM
22
Perigon Wealth Management
California
$850K +$12.4K +613 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$836K -$192K -9,468 -18%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$824K -$361K -17,817 -30%
SPIA
25
Steward Partners Investment Advisory
New York
$730K +$613K +30,225 +483%

PTBD Hedge Fund Activity: Q4 2024 in Review

60 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2024, worth a combined $103M — down 0.93% from $104M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PTBD positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 29 trimmed.

The largest buyer was Magnolia Capital Advisors, opening a new position worth an estimated $3.63M. The largest seller was Csenge Advisory Group, cutting an estimated $9.05M.

  • 60 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $103M of Pacer Trendpilot US Bond ETF stock for Q4 2024, down 0.93% quarter-over-quarter.
  • 10 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2024 and 5 closed out, a net change of +5 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2024 was Magnolia Capital Advisors, an estimated $3.63M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2024 was Csenge Advisory Group, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2024.