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Pacer Trendpilot US Bond ETF

50 hedge funds and large institutions have $63.1M invested in Pacer Trendpilot US Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% less funds holding

Funds holding: 5150 (-1)

4.87% less ownership

Funds ownership: 58.17%53.3% (-4.9%)

17% less capital invested

Capital invested by funds: $76.1M → $63.1M (-$13.1M)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
14
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$10.5M -$712K -36,336 -6%
LPL Financial
2
LPL Financial
California
$7.19M -$824K -42,030 -10%
CFD
3
Creative Financial Designs
Indiana
$5.39M +$251K +12,823 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$4.23M -$1.34M -68,141 -24%
Citadel Advisors
5
Citadel Advisors
Florida
$4.1M +$4.15M +211,516 New
MCA
6
Magnolia Capital Advisors
Mississippi
$3.88M +$224K +11,416 +6%
NA
7
NewEdge Advisors
Louisiana
$2.93M +$155K +7,927 +6%
Wells Fargo
8
Wells Fargo
California
$2.69M -$2.12M -108,034 -44%
Jane Street
9
Jane Street
New York
$2.56M +$1.41M +72,172 +120%
Goldman Sachs
10
Goldman Sachs
New York
$1.81M +$1.83M +93,271 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.67M +$9.6K +490 +0.6%
Morgan Stanley
12
Morgan Stanley
New York
$1.62M -$149K -7,605 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.14M -$382K -19,468 -25%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.08M -$1.37M -69,776 -56%
OWP
15
ORG Wealth Partners
Texas
$969K -$44.1K -2,252 -4%
CIAS
16
Capital Investment Advisory Services
North Carolina
$952K +$67.3K +3,432 +8%
PAG
17
Private Advisor Group
New Jersey
$896K +$53.9K +2,751 +6%
FWP
18
Forefront Wealth Partners
Texas
$814K +$196K +9,996 +31%
AI
19
Atria Investments
North Carolina
$780K -$57.1K -2,911 -7%
PWM
20
Perigon Wealth Management
California
$773K -$89.1K -4,545 -10%
OFP
21
OFC Financial Planning
New Jersey
$631K -$4.41K -225 -0.7%
NRI
22
NFP Retirement Inc
California
$567K +$573K +29,214 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$557K -$97.6K -4,982 -15%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$543K -$107K -5,436 -16%
HI
25
Hyundai Investments
South Korea
$429K +$434K +22,150 New

PTBD Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Pacer Trendpilot US Bond ETF (PTBD) for Q4 2025, worth a combined $63.1M — down 17% from $76.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PTBD positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 23 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.15M. The largest seller was O'Donnell Financial Services, exiting entirely with an estimated $6.89M sold.

  • 50 institutional investors held Pacer Trendpilot US Bond ETF (PTBD) as of Q4 2025, down from 51 in Q3 2025.
  • Funds reported $63.1M of Pacer Trendpilot US Bond ETF stock for Q4 2025, down 17% quarter-over-quarter.
  • 6 funds opened new Pacer Trendpilot US Bond ETF positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest Pacer Trendpilot US Bond ETF buyer in Q4 2025 was Citadel Advisors, an estimated $4.15M added.
  • The largest Pacer Trendpilot US Bond ETF seller in Q4 2025 was O'Donnell Financial Services, an estimated $6.89M sold.

Based on aggregated 13F filings for Q4 2025.