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Pacer Trendpilot US Bond ETF (PTBD) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$23.85M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$42.80M
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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
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%
1/29/2024ORG Partners LLC67,720$1.39M0.2%+263.8%0.684%
1/29/2024Clarus Group Inc.107,779$2.21M1.7%+119.8%1.089%
1/25/2024 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%
11/7/2023Merit Financial Group LLC10,011$195K0.0%-8.8%0.101%
11/7/2023Atria Investments Inc186,488$3.64M0.1%+32.4%1.884%
11/3/2023ORG 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%
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%
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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%
8/10/2023Cetera Advisor Networks LLC37,498$750K0.0%-36.6%0.379%
8/10/2023Cetera Investment Advisers25,046$501K0.0%-14.2%0.253%
8/4/2023Envestnet Asset Management Inc.201,330$4.03M0.0%-7.6%2.034%
8/4/2023Atria Investments Inc140,849$2.82M0.1%+158.3%1.423%
8/3/2023WealthShield Partners LLC48,718$974K0.1%-25.3%0.492%
8/2/2023Bank of Montreal Can3,079$62K0.0%N/A0.031%
8/1/2023Truist Financial Corp11,421$228K0.0%N/A0.115%
8/1/2023Merit Financial Group LLC10,975$219K0.0%-18.6%0.111%
8/1/2023WealthBridge Capital Management LLC14,646$293K0.1%-12.7%0.148%
7/31/2023LPL Financial LLC977,922$19.55M0.0%-7.7%9.878%
7/31/2023Koss Olinger Consulting LLC12,957$259K0.0%-67.2%0.131%
7/27/2023J.W. Cole Advisors Inc.35,771$715K0.1%-8.1%0.311%
7/26/2023Creative Financial Designs Inc. ADV162,381$3.25M0.4%-46.1%1.412%
7/25/2023Raymond James Financial Services Advisors Inc.335,270$6.70M0.0%-11.4%2.915%
7/25/2023Raymond James & Associates226,695$4.53M0.0%-20.0%1.971%
7/20/2023Global Retirement Partners LLC1,451$29K0.0%-43.1%0.013%
7/20/2023PFG Advisors51,581$1.03M0.1%-1.1%0.449%
7/20/2023Csenge Advisory Group618,570$12.37M0.8%-21.3%5.379%
7/19/2023Eudaimonia Partners LLC34,308$686K0.2%-1.8%0.298%
7/18/2023Stratos Wealth Partners LTD.33,859$677K0.0%+11.8%0.294%
7/13/2023Cambridge Investment Research Advisors Inc.60,688$1.21M0.0%-13.4%0.528%
7/12/2023Pacer Advisors Inc.473,854$9.47M0.0%-3.6%4.120%
7/11/2023Good Life Advisors LLC31,288$625K0.1%-5.5%0.272%
6/14/2023Atria Wealth Solutions Inc.10,540$212K0.0%-45.0%0.088%
6/1/2023ORG Partners LLC86,401$1.74M0.4%N/A0.720%
5/15/2023Guardian Wealth Advisors LLC NC3,148$63K0.0%-27.8%0.026%
5/12/2023Koss Olinger Consulting LLC39,449$794K0.1%-36.7%0.329%
5/12/2023LaSalle St. Investment Advisors LLC65,499$1.32M0.6%-2.3%0.546%
5/12/2023NewEdge Advisors LLC100,423$2.02M0.0%+9.5%0.837%
5/11/2023Cambridge Investment Research Advisors Inc.70,083$1.41M0.0%-40.1%0.584%
5/11/2023WealthBridge Capital Management LLC16,771$337K0.1%-21.1%0.140%
5/10/2023Atria Investments Inc54,522$1.10M0.0%-28.3%0.454%
5/10/2023Private Advisor Group LLC22,811$459K0.0%N/A0.190%
5/10/2023LPL Financial LLC1,059,967$21.33M0.0%-26.1%8.833%
5/9/2023Aptus Capital Advisors LLC3,394$68K0.0%-22.1%0.028%
5/8/2023WealthShield Partners LLC65,233$1.31M0.2%+68.2%0.544%
5/8/2023Good Life Advisors LLC33,108$666K0.1%-3.5%0.276%
5/3/2023J.W. Cole Advisors Inc.38,943$784K0.1%+1.5%0.325%
5/2/2023Pacer Advisors Inc.491,568$9.89M0.0%-11.0%4.096%
5/2/2023Intrepid Financial Planning Group LLC29,726$598K0.3%+59.8%0.248%
5/1/2023Csenge Advisory Group786,442$15.82M1.1%-18.7%6.554%
4/28/2023Avantax Advisory Services Inc.87,939$1.77M0.0%+15.9%0.733%
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4/27/2023Stratos Wealth Partners LTD.30,280$609K0.0%-26.2%0.252%
4/25/2023Eudaimonia Partners LLC34,939$703K0.2%-3.3%0.291%
4/25/2023Creative Financial Designs Inc. ADV301,402$6.06M0.8%+11.8%2.512%
4/25/2023Geneos Wealth Management Inc.4,822$97K0.0%-13.4%0.040%
4/21/2023PFG Advisors52,160$1.05M0.1%-7.0%0.435%
4/14/2023Raymond James Financial Services Advisors Inc.378,444$7.61M0.0%+2.2%3.154%
4/14/2023Raymond James & Associates283,413$5.70M0.0%-23.6%2.362%
4/11/2023Obsidian Personal Planning Solutions LLC10,530$212K0.3%N/A0.077%
3/28/2023Prostatis Group LLC58,098$58K0.0%+2.4%0.424%
3/23/2023Prostatis Group LLC58,098$58K0.0%+2.4%0.424%
(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, 107 institutional investors and hedge funds held shares of Pacer Trendpilot US Bond ETF. The most heavily invested institutionals were D.A. Davidson & CO. ($14.03M), LPL Financial LLC ($12.24M), Csenge Advisory Group ($11.50M), Pacer Advisors Inc. ($10.33M), Royal Bank of Canada ($8.96M), Advisor Group Holdings Inc. ($7.09M), and 360 Financial Inc. ($6.35M).Learn more on PTBD's institutional investors.

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

Of the 64 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: Csenge Advisory Group ($951.03K), Flow Traders U.S. LLC ($246.03K), ODonnell Financial Services LLC ($231.90K), Koss Olinger Consulting LLC ($194.28K), Magnolia Capital Advisors LLC ($172.02K), Eudaimonia Partners LLC ($163.42K), and HighTower Advisors LLC ($139.62K).

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

Institutional investors have bought a total of 3,712,028 shares in the last 24 months. This purchase volume represents approximately $78.85M in transactions.

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

Of the 81 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 ($2.59M), Koss Olinger Consulting LLC ($2.52M), F3Logic LLC ($2.18M), Sound Financial Strategies Group LLC ($1.99M), Raymond James Financial Services Advisors Inc. ($1.43M), Raymond James & Associates ($898.49K), and Envestnet Asset Management Inc. ($811.16K).

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

Institutional investors have sold a total of 20,629,070 shares in the last 24 months. This volume of shares sold represents approximately $436.59M in transactions.


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This page (NYSEARCA:PTBD) was last updated on 4/23/2024 by MarketBeat.com Staff

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