Pacer Trendpilot US Bond ETFPTBDETF
13F holders, Q1 2024 (March 31)58holders
$20.38avg. 13F price*
At the end of Q1 2024, 58 institutions reported holding Pacer Trendpilot US Bond ETF (PTBD) in their 13F filings. The largest holders were Csenge Advisory Group ($11.6M), LPL Financial LLC ($10.0M) and Pacer Advisors, Inc. ($9.8M).
- Company
- Pacer Trendpilot US Bond ETF
- Filed as
- PACER FDS TR (Q1 2024)
- CUSIP
- 69374H642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.6M |
| Exits | 6 | $3.1M |
Ownership 58 holders
| Csenge Advisory Group | 0.65% | Reduce -4.6% | 568,394 | $11.6M |
| LPL Financial LLC | 0.01% | Reduce -14.6% | 490,708 | $10.0M |
| Pacer Advisors, Inc. | 0.02% | Reduce -4.3% | 482,793 | $9.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.2% | 331,618 | $6.8M |
| Jane Street Group, LLC | 0.01% | Reduce -42.9% | 255,666 | $5.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -5.5% | 254,792 | $5.2M |
| ODonnell Financial Services, LLC | 2.33% | Add +7.7% | 249,744 | $5.1M |
| Wells Fargo & Company | 0.00% | Reduce -10.3% | 235,527 | $4.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.6% | 235,064 | $4.8M |
| Atria Investments, Inc | 0.06% | Add +10.9% | 229,418 | $4.7M |
| Creative Financial Designs Inc. | 0.38% | Add +6.2% | 196,453 | $4.0M |
| Magnolia Capital Advisors LLC | 2.91% | Add +1.6% | 174,765 | $3.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -0.4% | 168,185 | $3.4M |
| NewEdge Advisors, LLC | 0.03% | Add +14.1% | 159,637 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -29.5% | 150,533 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 146,156 | $3.0M |
| Raymond James & Associates | 0.00% | Reduce -8.8% | 144,479 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 120,868 | $2.5M |
| Clarus Group, Inc. | 1.44% | Reduce -6.6% | 100,665 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.8% | 85,174 | $1.7M |
| Cetera Investment Advisers | 0.00% | New | 74,886 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.75% | No change | 65,502 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.9% | 52,427 | $1.1M |
| PFG Advisors | 0.07% | Add +6.9% | 49,002 | $999K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -30.1% | 47,228 | $963K |
| Private Advisor Group, LLC | 0.01% | New | 37,487 | $765K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.7% | 32,872 | $670K |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 31,073 | $634K |
| Intrepid Financial Planning Group LLC | 0.26% | No change | 29,746 | $607K |
| City Center Advisors, LLC | 0.68% | — | 28,208 | $575K |
| Imprint Wealth LLC | 0.13% | Reduce -21.6% | 25,607 | $520K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -22.1% | 24,993 | $510K |
| Equitable Holdings, Inc. | 0.00% | Reduce -24.8% | 15,604 | $318K |
| Harbour Investments, Inc. | 0.01% | Reduce -19.8% | 14,369 | $293K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -12.5% | 14,280 | $291K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -12.5% | 14,280 | $289K |
| MML Investors Services, LLC | 0.00% | Reduce -5.7% | 13,039 | $266K |
| Truist Financial Corp. | 0.00% | Add +4.8% | 11,988 | $244K |
| WealthBridge Capital Management, LLC | 0.08% | Add +2.1% | 10,983 | $224K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.1% | 10,461 | $213K |
| Valmark Advisers, Inc. | 0.00% | New | 9,837 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +67.9% | 6,264 | $128K |
| UBS Group AG | 0.00% | Add +570.9% | 5,669 | $116K |
| Farther Finance Advisors, LLC | 0.01% | New | 4,153 | $84K |
| Financial Perspectives, Inc | 0.03% | Add +1.5% | 3,828 | $78K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,649 | $74K |
| WealthShield Partners, LLC | 0.01% | No change | 3,223 | $66K |
| Bank of Montreal | 0.00% | Add +0.4% | 3,084 | $63K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -17.4% | 1,779 | $36K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -17.4% | 1,779 | $36K |
| Creekmur Asset Management LLC | 0.01% | Reduce -3.6% | 1,741 | $36K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,451 | $30K |
| Sound Financial Strategies Group, LLC | 0.02% | No change | 1,113 | $23K |
| CoreCap Advisors, LLC | 0.00% | New | 1,037 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 823 | $17K |
| Realta Investment Advisors | 0.00% | New | 365 | $7K |
| FMR LLC | 0.00% | Add +400.0% | 5 | $102 |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.0% | 2 | $76 |
"% of holder's portfolio" is PTBD's weight in each manager's 13F, not the share of Pacer Trendpilot US Bond ETF the manager owns.