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Pacer Trendpilot US Bond ETF (PTBD) Institutional Ownership

Pacer Trendpilot US Bond ETF logo
$20.24 +0.06 (+0.30%)
As of 01/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$30.14M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$19.52M
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PTBD Institutional Buying and Selling by Quarter

Pacer Trendpilot US Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.32,376$648K0.0%-8.4%0.364%
1/10/2025 ORG Wealth Partners LLC46,869$937K0.3%+4.1%0.527%
1/10/2025 ORG Partners LLC28,534$571K0.1%+34.5%0.321%
11/25/2024Sanctuary Advisors LLC209,872$4.24M0.0%+13.4%2.358%
11/15/2024Jane Street Group LLC31,635$653K0.0%-88.9%0.355%
11/15/2024Stifel Financial Corp25,666$529K0.0%+28.7%0.288%
11/13/2024Freedom Investment Management Inc.16,846$348K0.0%+68.8%0.189%
11/12/2024Pacer Advisors Inc.495,586$10.22M0.0%+2.5%5.568%
11/4/2024Axxcess Wealth Management LLC12,606$260K0.0%-9.4%0.142%
11/1/2024Atria Investments Inc236,432$4.88M0.1%+3.3%2.657%
10/28/2024Creative Financial Designs Inc. ADV208,486$4.30M0.4%+2.7%2.343%
10/25/2024Valmark Advisers Inc.10,837$224K0.0%N/A0.122%
10/24/2024J.W. Cole Advisors Inc.11,609$239K0.0%-29.4%0.130%
10/24/2024 Wealth Enhancement Advisory Services LLC30,900$637K0.0%-74.9%0.347%
10/22/2024Private Advisor Group LLC35,105$724K0.0%-4.1%0.394%
10/22/2024ODonnell Financial Services LLC231,040$4.77M1.9%-18.3%2.596%
10/17/2024Inspire Advisors LLC300,523$6.20M0.8%N/A3.377%
10/11/2024 ORG Partners LLC21,207$438K0.1%-73.4%0.238%
10/11/2024 ORG Wealth Partners LLC45,033$929K0.3%N/A0.506%
10/8/2024 City Center Advisors LLC29,993$619K0.7%+6.3%0.337%
9/5/2024Sanctuary Advisors LLC185,012$3.70M0.0%N/A2.079%
8/22/2024Cetera Investment Advisers73,148$1.47M0.0%-2.3%0.822%
8/16/2024NewEdge Advisors LLC172,759$3.47M0.0%+8.2%1.941%
8/16/2024Magnolia Capital Advisors LLC175,950$3.54M0.1%+0.7%1.977%
8/13/2024Pacer Advisors Inc.483,486$9.72M0.0%+0.1%5.432%
8/9/2024Financial Perspectives Inc3,172$64K0.0%-17.1%0.036%
8/8/2024J.W. Cole Advisors Inc.16,434$330K0.0%-34.2%0.185%
8/8/2024Envestnet Asset Management Inc.94,837$1.91M0.0%-21.5%1.066%
8/5/2024Private Advisor Group LLC36,620$736K0.0%-2.3%0.411%
7/31/2024Aptus Capital Advisors LLC1,290$26K0.0%-27.5%0.014%
7/31/2024Commonwealth Equity Services LLC46,021$925K0.0%-2.6%0.517%
7/31/2024Concurrent Investment Advisors LLC26,307$529K0.0%N/A0.296%
7/30/2024ODonnell Financial Services LLC282,907$5.69M2.5%+13.3%3.179%
7/30/2024 International Assets Investment Management LLC7,909$159K0.0%N/A0.089%
7/26/2024WealthShield Partners LLC2,439$49K0.0%-24.3%0.027%
7/26/2024Harbour Investments Inc.10,423$210K0.0%-27.5%0.117%
7/19/2024Raymond James & Associates120,715$2.43M0.0%-16.4%1.356%
7/16/2024 ORG Partners LLC79,585$1.60M0.2%N/A0.894%
7/16/2024 Wealth Enhancement Advisory Services LLC123,348$2.48M0.0%-15.6%1.386%
7/10/2024Csenge Advisory Group506,014$10.17M0.6%-11.0%5.686%
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7/9/2024Kingswood Wealth Advisors LLC15,958$321K0.0%N/A0.179%
5/24/2024Cetera Advisors LLC44,375$905K0.0%+1.7%0.499%
5/21/2024Atria Investments Inc229,418$4.68M0.1%+10.9%2.578%
5/16/2024Jane Street Group LLC255,666$5.21M0.0%-42.9%2.873%
5/14/2024Axxcess Wealth Management LLC14,280$291K0.0%-12.5%0.160%
5/8/2024Avantax Advisory Services Inc.168,185$3.43M0.0%-0.4%1.890%
5/7/2024PFG Advisors49,002$999K0.1%+6.9%0.551%
5/4/2024Csenge Advisory Group568,394$11.59M0.6%-4.6%6.386%
5/2/2024Magnolia Capital Advisors LLC174,765$3.47M2.9%+1.6%1.964%
4/30/2024Private Advisor Group LLC37,487$765K0.0%N/A0.421%
4/30/2024J.W. Cole Advisors Inc.24,993$510K0.0%-22.1%0.281%
4/30/2024Commonwealth Equity Services LLC47,228$963K0.0%-30.1%0.531%
4/23/2024Clarus Group Inc.100,665$2.05M1.4%-6.6%1.131%
4/23/2024Raymond James Financial Services Advisors Inc.254,792$5.20M0.0%-5.5%2.863%
4/16/2024Capital Asset Advisory Services LLC14,280$289K0.0%-12.5%0.160%
3/1/2024Creekmur Asset Management LLC1,807$37K0.0%N/A0.018%
2/7/2024Avantax Advisory Services Inc.168,833$3.46M0.0%+115.6%1.705%
2/6/2024Axxcess Wealth Management LLC16,320$334K0.0%-61.7%0.165%
2/2/2024ODonnell Financial Services LLC231,899$4.75M2.4%N/A2.342%
2/2/2024Atria Wealth Solutions Inc.9,943$205K0.0%N/A0.100%
2/2/2024Magnolia Capital Advisors LLC172,015$3.51M2.6%N/A1.738%
1/31/2024J.W. Cole Advisors Inc.32,064$656K0.0%-10.1%0.324%
1/30/2024Imprint Wealth LLC32,665$674K0.5%+3.2%0.330%
1/29/2024 ORG Partners LLC67,720$1.39M0.2%+263.8%0.684%
1/29/2024Clarus Group Inc.107,779$2.21M1.7%+119.8%1.089%
1/25/2024 International Assets Investment Management LLC66,969$1.37M0.0%+0.9%0.676%
1/24/2024 International Assets Investment Management LLC66,969$1.37M0.0%+0.9%0.676%
1/23/2024WealthShield Partners LLC3,223$67K0.0%-90.8%0.033%
1/19/2024PFG Advisors45,852$939K0.1%-10.5%0.463%
1/16/2024Pacer Advisors Inc.504,620$10.33M0.0%-3.9%5.097%
1/16/2024Raymond James Financial Services Advisors Inc.269,744$5.52M0.0%-14.2%2.725%
1/16/2024Raymond James & Associates158,443$3.24M0.0%-13.6%1.600%
1/10/2024Creative Financial Designs Inc. ADV185,042$3.79M0.4%+0.4%1.869%
11/16/2023Harbour Investments Inc.28,572$557K0.0%-37.2%0.289%
11/15/2023LaSalle St. Investment Advisors LLC67,106$1.31M0.6%-1.5%0.678%
11/14/2023Gallagher Fiduciary Advisors LLC20,129$392K0.0%-34.4%0.203%
11/13/2023LPL Financial LLC627,825$12.24M0.0%-35.8%6.342%
11/13/2023Envestnet Asset Management Inc.163,468$3.19M0.0%-18.8%1.651%
11/13/2023Kestra Advisory Services LLC221,212$4.31M0.0%+4.0%2.234%
11/8/2023WealthBridge Capital Management LLC11,199$218K0.1%-23.5%0.113%
11/8/2023Avantax Advisory Services Inc.78,316$1.53M0.0%-1.7%0.791%
11/7/2023 Merit Financial Group LLC10,011$195K0.0%-8.8%0.101%
11/7/2023Atria Investments Inc186,488$3.64M0.1%+32.4%1.884%
11/3/2023 ORG Partners LLC18,613$363K0.1%-78.5%0.188%
11/1/2023Csenge Advisory Group590,202$11.50M0.8%-4.6%5.962%
10/25/2023WealthShield Partners LLC35,099$684K0.1%-28.0%0.355%
10/24/2023Eudaimonia Partners LLC32,034$624K0.2%-6.6%0.324%
10/24/2023Raymond James Financial Services Advisors Inc.314,303$6.13M0.0%-6.3%3.175%
10/24/2023Raymond James & Associates183,395$3.57M0.0%-19.1%1.852%
10/24/2023Cambridge Investment Research Advisors Inc.58,204$1.13M0.0%-4.1%0.588%
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10/23/2023Commonwealth Equity Services LLC60,026$1.17M0.0%-5.3%0.606%
10/16/2023Clarus Group Inc.49,041$956K0.7%N/A0.495%
10/11/2023Geneos Wealth Management Inc.3,849$75K0.0%-12.2%0.039%
10/10/2023 International Assets Investment Management LLC66,365$1.29M0.1%N/A0.670%
10/4/2023 International Assets Investment Management LLC66,365$1.29M0.1%N/A0.670%
8/14/2023Guardian Wealth Advisors LLC NC2,433$49K0.0%-22.7%0.025%
8/11/2023Kestra Advisory Services LLC212,668$4.25M0.0%-3.6%2.148%
8/11/2023LaSalle St. Investment Advisors LLC68,096$1.36M0.6%+4.0%0.688%
8/10/2023WFA of San Diego LLC12,336$247K0.2%N/A0.125%
8/10/2023Cetera Advisors LLC76,465$1.53M0.0%+16.0%0.772%
(Data available from 1/1/2016 forward)

PTBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTBD shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Pacer Trendpilot US Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($12.24M), Pacer Advisors Inc. ($10.22M), Csenge Advisory Group ($10.17M), Advisor Group Holdings Inc. ($7.09M), Inspire Advisors LLC ($6.20M), Raymond James Financial Services Advisors Inc. ($5.20M), and Atria Investments Inc ($4.88M).Learn more on PTBD's institutional investors.

Which institutional investors have been buying Pacer Trendpilot US Bond ETF stock?

Of the 42 institutional investors that purchased Pacer Trendpilot US Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Inspire Advisors LLC ($300.52K), ODonnell Financial Services LLC ($265.06K), ORG Partners LLC ($222.42K), Sanctuary Advisors LLC ($209.87K), Magnolia Capital Advisors LLC ($175.95K), Atria Investments Inc ($162.13K), and International Assets Investment Management LLC ($141.85K).

How much institutional buying is happening at Pacer Trendpilot US Bond ETF?

Institutional investors have bought a total of 2,261,562 shares in the last 24 months. This purchase volume represents approximately $45.78M in transactions.

Which Pacer Trendpilot US Bond ETF major shareholders have been selling company stock?

Of the 50 institutional investors that sold Pacer Trendpilot US Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($1.02M), Raymond James Financial Services Advisors Inc. ($556.83K), Csenge Advisory Group ($466.28K), Jane Street Group LLC ($443.89K), Raymond James & Associates ($392.39K), Creative Financial Designs Inc. ADV ($150.73K), and Envestnet Asset Management Inc. ($139.48K).

How much institutional selling is happening at Pacer Trendpilot US Bond ETF?

Institutional investors have sold a total of 4,290,225 shares in the last 24 months. This volume of shares sold represents approximately $86.21M in transactions.


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This page (NYSEARCA:PTBD) was last updated on 1/22/2025 by MarketBeat.com Staff
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