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Pacer Trendpilot US Bond ETF (PTBD) Institutional Ownership

Pacer Trendpilot US Bond ETF logo
$19.67 -0.06 (-0.30%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$43.39M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$30.28M
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PTBD Institutional Buying and Selling by Quarter

Pacer Trendpilot US Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Cetera Investment Advisers234,303$4.69M0.0%+200.6%2.633%
2/17/2025Citadel Advisors LLC79,122$1.58M0.0%N/A0.889%
2/17/2025Aptus Capital Advisors LLC2,680$54K0.0%+115.6%0.030%
2/14/2025Jane Street Group LLC134,739$2.70M0.0%+325.9%1.514%
2/14/2025Freedom Investment Management Inc.14,937$299K0.0%-11.3%0.168%
2/13/2025NewEdge Advisors LLC166,303$3.33M0.0%-14.6%1.869%
2/13/2025LaSalle St. Investment Advisors LLC65,014$1.30M0.4%-1.8%0.730%
2/13/2025Raymond James Financial Inc.308,328$6.17M0.0%N/A3.464%
2/13/2025Envestnet Asset Management Inc.41,206$824K0.0%-30.2%0.463%
2/13/2025Wells Fargo & Company MN268,866$5.38M0.0%+11.3%3.021%
2/12/2025 Morey & Quinn Wealth Partners LLC13,309$266K0.2%N/A0.150%
2/11/2025LPL Financial LLC481,218$9.62M0.0%-9.7%5.407%
2/10/2025Creative Financial Designs Inc. ADV232,631$4.65M0.4%+11.6%2.614%
2/10/2025Harbour Investments Inc.6,436$129K0.0%-21.8%0.072%
2/10/2025Commonwealth Equity Services LLC41,816$836K0.0%-18.5%0.470%
2/10/2025Avantax Advisory Services Inc.50,653$1.01M0.0%-13.3%0.569%
2/7/2025PFG Advisors10,077$202K0.0%-33.5%0.113%
2/7/2025Inspire Advisors LLC443,946$8.88M1.1%+47.7%4.988%
2/6/2025Raymond James Financial Inc.308,328$6.17M0.0%N/A3.464%
2/6/2025Atria Investments Inc248,073$4.96M0.1%+4.9%2.787%
2/6/2025Steward Partners Investment Advisory LLC36,489$730K0.0%+482.5%0.410%
2/3/2025Concurrent Investment Advisors LLC25,607$512K0.0%-2.7%0.288%
2/3/2025Private Advisor Group LLC35,674$713K0.0%+1.6%0.401%
1/31/2025Global Retirement Partners LLC1,451$29K0.0%-65.0%0.016%
1/31/2025Sanctuary Advisors LLC214,254$4.33M0.0%+2.1%2.407%
1/30/2025Csenge Advisory Group31,241$625K0.0%-93.5%0.351%
1/30/2025Allworth Financial LP1,462$30K0.0%N/A0.016%
1/27/2025Stratos Wealth Partners LTD.27,445$549K0.0%-13.9%0.308%
1/24/2025OFC Financial Planning LLC35,043$701K0.7%N/A0.394%
1/24/2025ODonnell Financial Services LLC207,257$4.17M1.8%-10.3%2.329%
1/22/2025Perigon Wealth Management LLC42,089$850K0.0%+1.5%0.473%
1/22/2025Pacer Advisors Inc.534,535$10.69M0.0%+7.9%6.006%
1/22/2025Kingswood Wealth Advisors LLC20,038$401K0.0%+42.3%0.225%
1/21/2025Geneos Wealth Management Inc.32,376$648K0.0%-8.4%0.364%
1/10/2025ORG Wealth Partners LLC46,869$937K0.3%+4.1%0.527%
1/10/2025ORG 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%
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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%
10/11/2024ORG Partners LLC21,207$438K0.1%-73.4%0.238%
10/11/2024ORG 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%
8/9/2024 Financial 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%
7/30/2024International 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%
7/16/2024ORG 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%
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%
4/16/2024 Capital 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%
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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%
1/29/2024ORG Partners LLC67,720$1.39M0.2%+263.8%0.684%
1/29/2024Clarus Group Inc.107,779$2.21M1.7%+119.8%1.089%
1/25/2024International Assets Investment Management LLC66,969$1.37M0.0%+0.9%0.676%
1/24/2024International Assets Investment Management LLC66,969$1.37M0.0%+0.9%0.676%
(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, 67 institutional investors and hedge funds held shares of Pacer Trendpilot US Bond ETF. The most heavily invested institutionals were Pacer Advisors Inc. ($10.69M), LPL Financial LLC ($9.62M), Inspire Advisors LLC ($8.88M), Raymond James Financial Inc. ($6.17M), Wells Fargo & Company MN ($5.38M), Raymond James Financial Services Advisors Inc. ($5.20M), and Atria Investments Inc ($4.96M).Learn more on PTBD's institutional investors.

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

Of the 45 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: Raymond James Financial Inc. ($616.66K), Inspire Advisors LLC ($443.95K), ODonnell Financial Services LLC ($265.06K), ORG Partners LLC ($222.42K), Sanctuary Advisors LLC ($214.25K), Magnolia Capital Advisors LLC ($175.95K), and Atria Investments Inc ($173.77K).

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

Institutional investors have bought a total of 3,336,104 shares in the last 24 months. This purchase volume represents approximately $67.24M in transactions.

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

Of the 43 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: Csenge Advisory Group ($912.80K), LPL Financial LLC ($859.06K), Jane Street Group LLC ($443.89K), Raymond James & Associates ($148.73K), Creative Financial Designs Inc. ADV ($139.02K), ORG Partners LLC ($126.28K), and Raymond James Financial Services Advisors Inc. ($123.65K).

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

Institutional investors have sold a total of 3,621,886 shares in the last 24 months. This volume of shares sold represents approximately $72.70M in transactions.



This page (NYSEARCA:PTBD) was last updated on 4/21/2025 by MarketBeat.com Staff
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