Pacer Trendpilot US Bond ETFPTBDETF
13F holders, Q4 2024 (December 31)60holders +2
7new positions
6sold out
1famous investor
$20.02avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding Pacer Trendpilot US Bond ETF (PTBD) in their 13F filings, up 2 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were Pacer Advisors, Inc. ($10.7M), LPL Financial LLC ($9.6M) and Inspire Advisors, LLC ($8.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Trendpilot US Bond ETF
- Filed as
- PACER FDS TR (Q4 2024)
- CUSIP
- 69374H642
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.4M |
| Exits | 6 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 839,985 shares bought and 764,447 shares sold, net +75,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Pacer Advisors, Inc. | 0.02% | Add +7.9% | 534,535 | $10.7M |
| LPL Financial LLC | 0.00% | Reduce -9.7% | 481,218 | $9.6M |
| Inspire Advisors, LLC | 1.09% | Add +47.7% | 443,946 | $8.9M |
| Raymond James Financial Inc. | 0.00% | — | 308,328 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +11.3% | 268,866 | $5.4M |
| Atria Investments, Inc | 0.06% | Add +4.9% | 248,073 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +200.6% | 234,303 | $4.7M |
| Creative Financial Designs Inc. | 0.38% | Add +11.6% | 232,631 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +5.3% | 229,506 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +2.1% | 214,254 | $4.3M |
| ODonnell Financial Services, LLC | 1.75% | Reduce -10.3% | 207,257 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -9.8% | 192,400 | $3.8M |
| Magnolia Capital Advisors LLC | 0.93% | New | 178,888 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -14.6% | 166,303 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +325.9% | 134,739 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -10.7% | 114,867 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -7.4% | 79,154 | $1.6M |
| Citadel Advisors | 0.00% | New | 79,122 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.40% | Reduce -1.8% | 65,014 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -13.3% | 50,653 | $1.0M |
| Ascentis Wealth Management, LLC | 0.33% | Add +4.1% | 46,869 | $937K |
| Perigon Wealth Management, LLC | 0.02% | Add +1.5% | 42,089 | $850K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.5% | 41,816 | $836K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.2% | 41,206 | $824K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +482.5% | 36,489 | $730K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.4% | 35,930 | $719K |
| Private Advisor Group, LLC | 0.00% | Add +1.6% | 35,674 | $713K |
| Ofc Financial Planning, LLC | 0.74% | — | 35,043 | $701K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -8.4% | 32,376 | $648K |
| Csenge Advisory Group | 0.03% | Reduce -93.5% | 31,241 | $625K |
| Intrepid Financial Planning Group LLC | 0.25% | Reduce -0.8% | 30,040 | $601K |
| ORG Partners LLC | 0.08% | Add +34.5% | 28,534 | $571K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -13.9% | 27,445 | $549K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.7% | 25,607 | $512K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 25,227 | $505K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +42.3% | 20,038 | $401K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -11.3% | 14,937 | $299K |
| Morey & Quinn Wealth Partners, LLC | 0.23% | — | 13,309 | $266K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -0.2% | 12,581 | $253K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.2% | 12,581 | $252K |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 11,471 | $229K |
| United Advisor Group, LLC | 0.05% | Add +0.9% | 11,422 | $228K |
| Valmark Advisers, Inc. | 0.00% | Add +1.6% | 11,007 | $220K |
| Susquehanna International Group, LLP | 0.00% | New | 10,753 | $215K |
| PFG Advisors | 0.01% | Reduce -33.5% | 10,077 | $202K |
| Harbour Investments, Inc. | 0.00% | Reduce -21.8% | 6,436 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | Add +115.6% | 2,680 | $54K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +24.5% | 1,548 | $31K |
| Allworth Financial LP | 0.00% | New | 1,462 | $30K |
| Global Retirement Partners, LLC | 0.00% | Reduce -65.0% | 1,451 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.4% | 829 | $17K |
| CoreCap Advisors, LLC | 0.00% | Reduce -48.2% | 537 | $11K |
| WealthShield Partners, LLC | 0.00% | Reduce -49.9% | 374 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 275 | $6K |
| Bank of Montreal | 0.00% | Reduce -91.3% | 270 | $5K |
| Financial Perspectives, Inc | 0.00% | Reduce -91.0% | 224 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 219 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 191 | $4K |
| UBS Group AG | 0.00% | New | 101 | $2K |
| FMR LLC | 0.00% | New | 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.