Pacer Trendpilot US Bond ETFPTBDETF
13F holders, Q2 2024 (June 30)58holders
8new positions
10sold out
$20.10avg. 13F price*
At the end of Q2 2024, 58 institutions reported holding Pacer Trendpilot US Bond ETF (PTBD) in their 13F filings, unchanged from Q1 2024. 8 opened new positions and 10 sold out. The largest holders were Csenge Advisory Group ($10.2M), LPL Financial LLC ($9.9M) and Pacer Advisors, Inc. ($9.7M).
- Company
- Pacer Trendpilot US Bond ETF
- Filed as
- PACER FDS TR (Q2 2024)
- CUSIP
- 69374H642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.1M |
| Exits | 10 | $6.6M |
All 13F filers, Q1 2024 → Q2 2024: 305,305 shares bought and 755,960 shares sold, net −450,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Csenge Advisory Group | 0.58% | Reduce -11.0% | 506,014 | $10.2M |
| LPL Financial LLC | 0.00% | Add +0.6% | 493,429 | $9.9M |
| Pacer Advisors, Inc. | 0.02% | Add +0.1% | 483,486 | $9.7M |
| Jane Street Group, LLC | 0.01% | Add +11.0% | 283,805 | $5.7M |
| ODonnell Financial Services, LLC | 2.53% | Add +13.3% | 282,907 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.3% | 257,536 | $5.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.4% | 253,708 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.6% | 238,732 | $4.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 228,840 | $4.6M |
| Atria Investments, Inc | 0.06% | Reduce -0.3% | 228,826 | $4.6M |
| Creative Financial Designs Inc. | 0.36% | Add +3.3% | 202,914 | $4.1M |
| Sanctuary Advisors, LLC | 0.03% | — | 185,012 | $3.7M |
| NewEdge Advisors, LLC | 0.03% | Add +8.2% | 172,759 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.6% | 123,348 | $2.5M |
| Raymond James & Associates | 0.00% | Reduce -16.4% | 120,715 | $2.4M |
| Morgan Stanley | 0.00% | Reduce -22.4% | 116,760 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.5% | 94,837 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +8.1% | 92,030 | $1.8M |
| ORG Partners LLC | 0.20% | New | 79,585 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -2.3% | 73,148 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.64% | Reduce -2.1% | 64,131 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -64.4% | 59,894 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 46,021 | $925K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.7% | 42,639 | $857K |
| Perigon Wealth Management, LLC | 0.02% | New | 40,014 | $804K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.3% | 36,620 | $736K |
| PFG Advisors | 0.05% | Reduce -31.1% | 33,777 | $679K |
| Intrepid Financial Planning Group LLC | 0.26% | Add +0.2% | 29,796 | $599K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.0% | 28,920 | $581K |
| City Center Advisors, LLC | 0.68% | No change | 28,208 | $575K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 26,307 | $529K |
| Stifel Financial Corp. | 0.00% | Reduce -35.8% | 19,941 | $401K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -34.3% | 16,434 | $330K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 15,958 | $321K |
| Susquehanna International Group, LLP | 0.00% | New | 14,865 | $299K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -2.6% | 13,911 | $282K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.6% | 13,911 | $280K |
| Equitable Holdings, Inc. | 0.00% | Reduce -15.6% | 13,173 | $265K |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 11,527 | $232K |
| United Advisor Group, LLC | 0.07% | New | 11,312 | $227K |
| Harbour Investments, Inc. | 0.01% | Reduce -27.5% | 10,423 | $210K |
| Freedom Investment Management, Inc. | 0.02% | New | 9,982 | $201K |
| International Assets Investment Management, LLC | 0.01% | New | 7,909 | $159K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,264 | $126K |
| Bank of Montreal | 0.00% | Add +60.0% | 4,933 | $100K |
| Global Retirement Partners, LLC | 0.00% | Add +182.7% | 4,102 | $82K |
| Financial Perspectives, Inc | 0.02% | Reduce -17.1% | 3,172 | $64K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -20.4% | 2,906 | $58K |
| WealthShield Partners, LLC | 0.01% | Reduce -24.3% | 2,439 | $49K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -27.5% | 1,290 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -27.5% | 1,290 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,037 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -76.7% | 969 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | — | 675 | $14K |
| Creekmur Asset Management LLC | 0.00% | Reduce -77.4% | 393 | $8K |
| Realta Investment Advisors | 0.00% | No change | 365 | $7K |
| WFA of San Diego, LLC | 0.00% | — | 110 | $2K |
| FMR LLC | 0.00% | Reduce -60.0% | 2 | $40 |
"% 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.