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Pacer Trendpilot US Bond ETF
PTBD

Overview Fund Activity

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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCA
Magnolia Capital Advisors
Mississippi
+$3.58M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.13M
3
IA
Inspire Advisors
Idaho
+$2.87M
4
Jane Street
Jane Street
New York
+$2.06M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.58M

Top Sellers

1
CAG
Csenge Advisory Group
Florida
-$8.93M
2
LPL Financial
LPL Financial
California
-$1.03M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$637K
4
CCAL
City Center Advisors LLC
Michigan
-$619K
5
NA
NewEdge Advisors
Louisiana
-$569K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$10.7M +$779K +38,949 +8%
LPL Financial
2
LPL Financial
California
$9.62M -$1.03M -51,618 -10%
IA
3
Inspire Advisors
Idaho
$8.88M +$2.87M +143,423 +48%
Raymond James Financial
4
Raymond James Financial
Florida
$6.17M +$6.17M +308,328 New
Wells Fargo
5
Wells Fargo
California
$5.38M +$545K +27,229 +11%
AI
6
Atria Investments
North Carolina
$4.96M +$233K +11,641 +5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.69M +$3.13M +156,366 +201%
CFD
8
Creative Financial Designs
Indiana
$4.65M +$483K +24,145 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.59M +$233K +11,662 +5%
SA
10
Sanctuary Advisors
Indiana
$4.33M +$88.6K +4,382 +2%
ODFS
11
O'Donnell Financial Services
California
$4.17M -$479K -23,783 -10%
KAS
12
Kestra Advisory Services
Texas
$3.85M -$420K -21,000 -10%
MCA
13
Magnolia Capital Advisors
Mississippi
$3.58M +$3.58M +178,888 New
NA
14
NewEdge Advisors
Louisiana
$3.33M -$569K -28,433 -15%
Jane Street
15
Jane Street
New York
$2.69M +$2.06M +103,104 +326%
Morgan Stanley
16
Morgan Stanley
New York
$2.3M -$276K -13,786 -11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.58M -$127K -6,360 -7%
Citadel Advisors
18
Citadel Advisors
Florida
$1.58M +$1.58M +79,122 New
LSIA
19
LaSalle St. Investment Advisors
Illinois
$1.3M -$24.3K -1,215 -2%
AAS
20
Avantax Advisory Services
Texas
$1.01M -$156K -7,780 -13%
OWP
21
ORG Wealth Partners
Texas
$937K +$36.7K +1,836 +4%
PWM
22
Perigon Wealth Management
California
$850K +$12.4K +613 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$836K -$189K -9,468 -18%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$824K -$356K -17,817 -30%
SPIA
25
Steward Partners Investment Advisory
New York
$730K +$605K +30,225 +483%
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