Pacer Trendpilot US Bond ETF
PTBD
51 hedge funds and large institutions have $76.1M invested in Pacer Trendpilot US Bond ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 13 closing their positions.
0.6% more ownership
Funds ownership: 57.57% → 58.17% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $81.9M → $76.1M (-$5.73M)
14% less funds holding
Funds holding: 59 → 51 (-8)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$688K |
| 2 |
FWP
Forefront Wealth Partners
Austin,
Texas
|
+$633K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$529K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$287K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.6M |
| 2 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
-$1.26M |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$1.15M |
| 4 |
Goldman Sachs
New York
|
-$1.04M |
| 5 |
LPL Financial
San Diego,
California
|
-$538K |
PTBD Hedge Fund Activity: Q3 2025 in Review
51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q3 2025, worth a combined $76.1M — down 7% from $81.9M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PTBD and 6 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 15 added.
The largest buyer was Napa Wealth Management, adding an estimated $688K. The largest seller was Osaic Holdings, cutting an estimated $1.6M.
- 51 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q3 2025, down from 59 in Q2 2025.
- Funds reported $76.1M of Pacer Trendpilot US Bond ETF stock for Q3 2025, down 7% quarter-over-quarter.
- 6 funds opened new Pacer Trendpilot US Bond ETF positions in Q3 2025 and 13 closed out, a net change of -7 holders.
- The largest Pacer Trendpilot US Bond ETF buyer in Q3 2025 was Napa Wealth Management, an estimated $688K added.
- The largest Pacer Trendpilot US Bond ETF seller in Q3 2025 was Osaic Holdings, an estimated $1.6M sold.
Based on aggregated 13F filings for Q3 2025.