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Pacer Trendpilot US Bond ETF

57 hedge funds and large institutions have $103M invested in Pacer Trendpilot US Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.63% more ownership

Funds ownership: 63.26%64.89% (+1.6%)

0% more capital invested

Capital invested by funds: $103M → $103M (+$257K)

5% less funds holding

Funds holding: 6057 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$11.6M +$930K +46,050 +9%
IA
2
Inspire Advisors
Idaho
$11M +$2.07M +102,713 +23%
LPL Financial
3
LPL Financial
California
$10.1M +$450K +22,292 +5%
ODFS
4
O'Donnell Financial Services
California
$6.57M +$2.43M +120,326 +58%
Raymond James Financial
5
Raymond James Financial
Florida
$6.18M -$8.18K -405 -0.1%
AI
6
Atria Investments
North Carolina
$5.13M +$158K +7,817 +3%
CFD
7
Creative Financial Designs
Indiana
$4.87M +$206K +10,190 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.47M -$132K -6,543 -3%
SA
9
Sanctuary Advisors
Indiana
$4.45M +$152K +7,529 +4%
Wells Fargo
10
Wells Fargo
California
$4.4M -$998K -49,424 -18%
KAS
11
Kestra Advisory Services
Texas
$3.76M -$101K -4,999 -3%
MCA
12
Magnolia Capital Advisors
Mississippi
$3.72M +$131K +6,499 +4%
NA
13
NewEdge Advisors
Louisiana
$3.38M +$45.1K +2,234 +1%
HI
14
Harbour Investments
Wisconsin
$2.84M +$2.73M +135,091 +2,099%
Morgan Stanley
15
Morgan Stanley
New York
$1.98M -$327K -16,178 -14%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.89M -$2.83M -140,267 -60%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.57M -$19.6K -973 -1%
LSIA
18
LaSalle St. Investment Advisors
Illinois
$1.32M +$21.3K +1,053 +2%
AAS
19
Avantax Advisory Services
Texas
$1.14M +$126K +6,248 +12%
OWP
20
ORG Wealth Partners
Texas
$969K +$26.8K +1,326 +3%
PWM
21
Perigon Wealth Management
California
$843K -$1.03K -51 -0.1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$797K -$42.4K -2,103 -5%
PAG
23
Private Advisor Group
New Jersey
$756K +$40.3K +1,997 +6%
OFP
24
OFC Financial Planning
New Jersey
$699K -$4.3K -213 -0.6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$698K -$23.4K -1,159 -3%

PTBD Hedge Fund Activity: Q1 2025 in Review

57 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q1 2025, worth a combined $103M — up 0.25% from $103M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PTBD and 7 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Harbour Investments, adding an estimated $2.73M. The largest seller was Cetera Investment Advisers, cutting an estimated $2.83M.

  • 57 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $103M of Pacer Trendpilot US Bond ETF stock for Q1 2025, up 0.25% quarter-over-quarter.
  • 7 funds opened new Pacer Trendpilot US Bond ETF positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q1 2025 was Harbour Investments, an estimated $2.73M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q1 2025 was Cetera Investment Advisers, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2025.