Pacer Trendpilot US Bond
PTBD • ARCA
Pacer Trendpilot US Bond is an exchange-traded fund on ARCA. As of Q3 2025, 49 institutional investors hold shares in this ETF, with total holdings valued at $75.5M. Pacer Advisors, Inc. is the largest holder with a position valued at $11.5M.
Overview
Overview of institutional ownership in PTBD as of Q3 2025
All Institutions
- Institutions
- 49
- Value Held
- $75.5M
- Shares Held
- 3.8M
- Avg Position
- $1.5M
- Median Position
- $478.1K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in PTBD as of Q3 2025
| Institution | Position Value |
|---|---|
P Pacer Advisors, Inc. Institution | $11.5M 0.03% of portfolio |
L LPL Financial LLC Institution | $8.2M 0.00% of portfolio |
 NAPA WEALTH MANAGEMENT RIA/Wealth | $6.9M 3.61% of portfolio |
 ODonnell Financial Services, LLC RIA/Wealth | $6.9M 2.50% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $5.7M 0.00% of portfolio |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $5.3M 0.36% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $4.9M 0.00% of portfolio |
M MAGNOLIA CAPITAL ADVISORS LLC Institution | $3.7M 0.98% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $2.8M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.5M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PTBD in Q3 2025
- Traded
- −$4.9M
- Buyers
- 21
- Sellers
- 32
- Total Bought
- +$3.7M
- Total Sold
- −$8.6M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
NAPA WEALTH MANAGEMENT RIA/Wealth | +$689.5K +34.8K shares |
 Forefront Wealth Partners, LLC RIA/Wealth | +$633.6K +32.0K shares |
 Cetera Investment Advisers RIA/Wealth | +$529.6K +26.7K shares |
WELLS FARGO & COMPANY/MN Institution | +$287.3K +14.5K shares |
+$264.2K +13.3K shares | |
ODonnell Financial Services, LLC RIA/Wealth | +$239.7K +12.1K shares |
P Pacer Advisors, Inc. Institution | +$237.2K +12.0K shares |
H HRT FINANCIAL LLC Institution | +$201.0K +10.1K shares |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | +$193.9K +9.8K shares |
 Private Advisor Group, LLC RIA/Wealth | +$107.6K +5.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
A Advisor Group Holdings, Inc. Institution | −$1.6M −81.0K shares |
 LaSalle St. Investment Advisors, LLC RIA/Wealth | −$1.3M −63.6K shares |
 Inspire Advisors, LLC RIA/Wealth | −$1.1M −58.2K shares |
 GOLDMAN SACHS GROUP INC Institution | −$1.0M −52.8K shares |
L LPL Financial LLC Institution | −$538.3K −27.1K shares |
 Csenge Advisory Group RIA/Wealth | −$384.4K −19.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$323.0K −16.4K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$294.4K −14.8K shares |
 Eqis Capital Management, Inc. RIA/Wealth | −$267.1K −13.5K shares |
 United Advisor Group, LLC RIA/Wealth | −$226.7K −11.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PTBD in Q3 2025
- New Positions
- 3
- New Value
- $304.7K
- Exited Positions
- 13
- Exited Value
- $5.1M
New Positions
| Institution | Position Value |
|---|---|
H HRT FINANCIAL LLC Institution | $201.0K 10.1K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $98.9K 5.0K shares |
 Anchor Investment Management, LLC RIA/Wealth | $4.8K 244.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
LaSalle St. Investment Advisors, LLC RIA/Wealth | $1.3M 63.6K shares |
Inspire Advisors, LLC RIA/Wealth | $1.1M 58.2K shares |
GOLDMAN SACHS GROUP INC Institution | $1.0M 52.8K shares |
Csenge Advisory Group RIA/Wealth | $384.4K 19.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $323.0K 16.4K shares |
Eqis Capital Management, Inc. RIA/Wealth | $267.1K 13.5K shares |
United Advisor Group, LLC RIA/Wealth | $226.7K 11.5K shares |
J J.W. COLE ADVISORS, INC. Institution | $215.8K 10.9K shares |
$176.4K 8.9K shares | |
 UBS Group AG Institution | $63.6K 3.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in PTBD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PTBD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
NAPA WEALTH MANAGEMENT RIA/Wealth | 3.61% $6.9M |
ODonnell Financial Services, LLC RIA/Wealth | 2.50% $6.9M |
M MAGNOLIA CAPITAL ADVISORS LLC Institution | 0.98% $3.7M |
 OFC FINANCIAL PLANNING, LLC Private Equity | 0.64% $649.3K |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | 0.36% $5.3M |
 Morey & Quinn Wealth Partners, LLC RIA/Wealth | 0.23% $318.6K |
 ORG Wealth Partners, LLC RIA/Wealth | 0.22% $1.0M |
Forefront Wealth Partners, LLC RIA/Wealth | 0.16% $633.6K |
 ORG Partners LLC RIA/Wealth | 0.08% $415.2K |
0.07% $905.1K |
