Who Owns PTBD?
Pacer Trendpilot US Bond ETF — Institutional Ownership & 13F Holdings
$19.18
-0.04 (-0.18%)
Market Cap
$104.6M
Shares Outstanding
5,311,119
Institutional Holders
55
Total Inst. Value
$65.9M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
10
Closed Positions
12
Increased
15
Decreased
23
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Inspire Advisors, LLC | $11.0M | 546,659 |
| 2 | ODonnell Financial Services, LLCNew | $6.6M | 327,583 |
| 3 | RAYMOND JAMES FINANCIAL INC | $6.2M | 307,923 |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.9M | 242,821 |
| 5 | OSAIC HOLDINGS, INC. | $4.5M | 222,963 |
| 6 | WELLS FARGO & COMPANY/MN | $4.4M | 219,442 |
| 7 | MAGNOLIA CAPITAL ADVISORS LLCNew | $3.7M | 185,387 |
| 8 | NewEdge Advisors, LLC | $3.4M | 168,537 |
| 9 | HARBOUR INVESTMENTS, INC. | $2.8M | 141,527 |
| 10 | MORGAN STANLEY | $2.0M | 98,689 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Inspire Advisors, LLC | +103K | $11.0M |
| ODonnell Financial Services, LLCNew | +328K | $6.6M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +10K | $4.9M |
| OSAIC HOLDINGS, INC. | +4K | $4.5M |
| MAGNOLIA CAPITAL ADVISORS LLCNew | +185K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cetera Investment Advisers | -140K | $1.9M |
| JANE STREET GROUP, LLC | -111K | $467K |
| WELLS FARGO & COMPANY/MN | -49K | $4.4M |
| Geneos Wealth Management Inc. | -24K | $164K |
| MORGAN STANLEY | -16K | $2.0M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold PTBD?
As of Q1 2025, 55 institutional investors report holding PTBD (Pacer Trendpilot US Bond ETF) in their 13F filings.
Which hedge fund owns the most PTBD?
The largest institutional holder of PTBD is Inspire Advisors, LLC with $11.0M in shares.
Are institutions buying or selling PTBD?
This quarter, 10 institutions opened new positions in PTBD and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.