Free Trial

Pacer Trendpilot US Bond ETF (PTBD) Institutional Ownership

→ 41 banks launch ‘crypto dollar’ (From Stansberry Research) (Ad)
Free PTBD Stock Alerts
$20.30
-0.01 (-0.05%)
(As of 04:10 PM ET)
Compare
Stock AnalysisChartDividendHoldingsOwnership

Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$22.45M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$33.19M
Get PTBD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pacer Trendpilot US Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PTBD Institutional Buying and Selling by Quarter

Pacer Trendpilot US Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jane Street Group LLC255,666$5.21M0.0%-42.9%2.873%
5/14/2024 Axxcess Wealth Management LLC14,280$291K0.0%-12.5%0.160%
5/8/2024 Avantax Advisory Services Inc.168,185$3.43M0.0%-0.4%1.890%
5/7/2024 PFG Advisors49,002$999K0.1%+6.9%0.551%
5/4/2024 Csenge Advisory Group568,394$11.59M0.6%-4.6%6.386%
5/2/2024 Magnolia Capital Advisors LLC174,765$3.47M2.9%+1.6%1.964%
4/30/2024 Private Advisor Group LLC37,487$765K0.0%N/A0.421%
4/30/2024 J.W. Cole Advisors Inc.24,993$510K0.0%-22.1%0.281%
4/30/2024Commonwealth Equity Services LLC47,228$963K0.0%-30.1%0.531%
4/23/2024 Clarus Group Inc.100,665$2.05M1.4%-6.6%1.131%
4/23/2024 Raymond James Financial Services Advisors Inc.254,792$5.20M0.0%-5.5%2.863%
4/16/2024 Capital Asset Advisory Services LLC14,280$289K0.0%-12.5%0.160%
3/1/2024 Creekmur Asset Management LLC1,807$37K0.0%N/A0.018%
2/7/2024 Avantax Advisory Services Inc.168,833$3.46M0.0%+115.6%1.705%
2/6/2024 Axxcess Wealth Management LLC16,320$334K0.0%-61.7%0.165%
2/2/2024 ODonnell Financial Services LLC231,899$4.75M2.4%N/A2.342%
2/2/2024 Atria Wealth Solutions Inc.9,943$205K0.0%N/A0.100%
2/2/2024 Magnolia Capital Advisors LLC172,015$3.51M2.6%N/A1.738%
1/31/2024 J.W. Cole Advisors Inc.32,064$656K0.0%-10.1%0.324%
1/30/2024 Imprint Wealth LLC32,665$674K0.5%+3.2%0.330%
1/29/2024 ORG Partners LLC67,720$1.39M0.2%+263.8%0.684%
1/29/2024 Clarus Group Inc.107,779$2.21M1.7%+119.8%1.089%
1/25/2024 International Assets Investment Management LLC66,969$1.37M0.0%+0.9%0.676%
1/24/2024 International Assets Investment Management LLC66,969$1.37M0.0%+0.9%0.676%
1/23/2024 WealthShield Partners LLC3,223$67K0.0%-90.8%0.033%
1/19/2024 PFG Advisors45,852$939K0.1%-10.5%0.463%
1/16/2024 Pacer Advisors Inc.504,620$10.33M0.0%-3.9%5.097%
1/16/2024 Raymond James Financial Services Advisors Inc.269,744$5.52M0.0%-14.2%2.725%
1/16/2024 Raymond James & Associates158,443$3.24M0.0%-13.6%1.600%
1/10/2024 Creative Financial Designs Inc. ADV185,042$3.79M0.4%+0.4%1.869%
11/16/2023Harbour Investments Inc.28,572$557K0.0%-37.2%0.289%
11/15/2023 LaSalle St. Investment Advisors LLC67,106$1.31M0.6%-1.5%0.678%
11/14/2023 Gallagher Fiduciary Advisors LLC20,129$392K0.0%-34.4%0.203%
11/13/2023 LPL Financial LLC627,825$12.24M0.0%-35.8%6.342%
11/13/2023 Envestnet Asset Management Inc.163,468$3.19M0.0%-18.8%1.651%
11/13/2023 Kestra Advisory Services LLC221,212$4.31M0.0%+4.0%2.234%
11/8/2023 WealthBridge Capital Management LLC11,199$218K0.1%-23.5%0.113%
11/8/2023 Avantax Advisory Services Inc.78,316$1.53M0.0%-1.7%0.791%
11/7/2023 Merit Financial Group LLC10,011$195K0.0%-8.8%0.101%
11/7/2023Atria Investments Inc186,488$3.64M0.1%+32.4%1.884%
**Breaking News** LIttle Known Biotech Company Does $41 Million In Q1! (Ad)

Learn more about why Zack’s has increased its price target on this company to a whopping $23.25!

Click for Zack's full report
11/3/2023 ORG Partners LLC18,613$363K0.1%-78.5%0.188%
11/1/2023 Csenge Advisory Group590,202$11.50M0.8%-4.6%5.962%
10/25/2023 WealthShield Partners LLC35,099$684K0.1%-28.0%0.355%
10/24/2023 Eudaimonia Partners LLC32,034$624K0.2%-6.6%0.324%
10/24/2023 Raymond James Financial Services Advisors Inc.314,303$6.13M0.0%-6.3%3.175%
10/24/2023 Raymond James & Associates183,395$3.57M0.0%-19.1%1.852%
10/24/2023 Cambridge Investment Research Advisors Inc.58,204$1.13M0.0%-4.1%0.588%
10/23/2023Commonwealth Equity Services LLC60,026$1.17M0.0%-5.3%0.606%
10/16/2023 Clarus Group Inc.49,041$956K0.7%N/A0.495%
10/11/2023 Geneos Wealth Management Inc.3,849$75K0.0%-12.2%0.039%
10/10/2023 International Assets Investment Management LLC66,365$1.29M0.1%N/A0.670%
10/4/2023 International Assets Investment Management LLC66,365$1.29M0.1%N/A0.670%
8/14/2023 Guardian Wealth Advisors LLC NC2,433$49K0.0%-22.7%0.025%
8/11/2023 Kestra Advisory Services LLC212,668$4.25M0.0%-3.6%2.148%
8/11/2023 LaSalle St. Investment Advisors LLC68,096$1.36M0.6%+4.0%0.688%
8/10/2023WFA of San Diego LLC12,336$247K0.2%N/A0.125%
8/10/2023 Cetera Advisors LLC76,465$1.53M0.0%+16.0%0.772%
8/10/2023 Cetera Advisor Networks LLC37,498$750K0.0%-36.6%0.379%
8/10/2023 Cetera Investment Advisers25,046$501K0.0%-14.2%0.253%
8/4/2023 Envestnet Asset Management Inc.201,330$4.03M0.0%-7.6%2.034%
8/4/2023Atria Investments Inc140,849$2.82M0.1%+158.3%1.423%
8/3/2023 WealthShield Partners LLC48,718$974K0.1%-25.3%0.492%
8/2/2023 Bank of Montreal Can3,079$62K0.0%N/A0.031%
8/1/2023 Truist Financial Corp11,421$228K0.0%N/A0.115%
8/1/2023 Merit Financial Group LLC10,975$219K0.0%-18.6%0.111%
8/1/2023 WealthBridge Capital Management LLC14,646$293K0.1%-12.7%0.148%
7/31/2023 LPL Financial LLC977,922$19.55M0.0%-7.7%9.878%
7/31/2023 Koss Olinger Consulting LLC12,957$259K0.0%-67.2%0.131%
7/27/2023 J.W. Cole Advisors Inc.35,771$715K0.1%-8.1%0.311%
7/26/2023 Creative Financial Designs Inc. ADV162,381$3.25M0.4%-46.1%1.412%
7/25/2023 Raymond James Financial Services Advisors Inc.335,270$6.70M0.0%-11.4%2.915%
7/25/2023 Raymond James & Associates226,695$4.53M0.0%-20.0%1.971%
7/20/2023 Global Retirement Partners LLC1,451$29K0.0%-43.1%0.013%
7/20/2023 PFG Advisors51,581$1.03M0.1%-1.1%0.449%
7/20/2023 Csenge Advisory Group618,570$12.37M0.8%-21.3%5.379%
7/19/2023 Eudaimonia Partners LLC34,308$686K0.2%-1.8%0.298%
7/18/2023 Stratos Wealth Partners LTD.33,859$677K0.0%+11.8%0.294%
7/13/2023 Cambridge Investment Research Advisors Inc.60,688$1.21M0.0%-13.4%0.528%
7/12/2023 Pacer Advisors Inc.473,854$9.47M0.0%-3.6%4.120%
7/11/2023 Good Life Advisors LLC31,288$625K0.1%-5.5%0.272%
6/14/2023 Atria Wealth Solutions Inc.10,540$212K0.0%-45.0%0.088%
6/1/2023 ORG Partners LLC86,401$1.74M0.4%N/A0.720%
5/15/2023 Guardian Wealth Advisors LLC NC3,148$63K0.0%-27.8%0.026%
5/12/2023 Koss Olinger Consulting LLC39,449$794K0.1%-36.7%0.329%
5/12/2023 LaSalle St. Investment Advisors LLC65,499$1.32M0.6%-2.3%0.546%
5/12/2023 NewEdge Advisors LLC100,423$2.02M0.0%+9.5%0.837%
5/11/2023 Cambridge Investment Research Advisors Inc.70,083$1.41M0.0%-40.1%0.584%
5/11/2023 WealthBridge Capital Management LLC16,771$337K0.1%-21.1%0.140%
5/10/2023Atria Investments Inc54,522$1.10M0.0%-28.3%0.454%
5/10/2023 Private Advisor Group LLC22,811$459K0.0%N/A0.190%
Everybody laughed when he recommended Netflix (Ad)

"This Could be Worth Even More than A.I." Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined.

Click here to see how it could become the No. 1 investment of the next decade.
5/10/2023 LPL Financial LLC1,059,967$21.33M0.0%-26.1%8.833%
5/9/2023 Aptus Capital Advisors LLC3,394$68K0.0%-22.1%0.028%
5/8/2023 WealthShield Partners LLC65,233$1.31M0.2%+68.2%0.544%
5/8/2023 Good Life Advisors LLC33,108$666K0.1%-3.5%0.276%
5/3/2023 J.W. Cole Advisors Inc.38,943$784K0.1%+1.5%0.325%
5/2/2023 Pacer Advisors Inc.491,568$9.89M0.0%-11.0%4.096%
5/2/2023 Intrepid Financial Planning Group LLC29,726$598K0.3%+59.8%0.248%
5/1/2023 Csenge Advisory Group786,442$15.82M1.1%-18.7%6.554%
4/28/2023 Avantax Advisory Services Inc.87,939$1.77M0.0%+15.9%0.733%
4/27/2023 Stratos Wealth Partners LTD.30,280$609K0.0%-26.2%0.252%
(Data available from 1/1/2016 forward)

PTBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTBD shares?

During the previous two years, 93 institutional investors and hedge funds held shares of Pacer Trendpilot US Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($12.24M), Csenge Advisory Group ($11.59M), Pacer Advisors Inc. ($10.33M), Royal Bank of Canada ($8.96M), Advisor Group Holdings Inc. ($7.09M), 360 Financial Inc. ($6.35M), and Jane Street Group LLC ($5.21M).Learn more on PTBD's institutional investors.

Which institutional investors have been buying Pacer Trendpilot US Bond ETF stock?

Of the 49 institutional investors that purchased Pacer Trendpilot US Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Csenge Advisory Group ($951.03K), Flow Traders U.S. LLC ($246.03K), ODonnell Financial Services LLC ($231.90K), Magnolia Capital Advisors LLC ($174.77K), ORG Partners LLC ($135.51K), International Assets Investment Management LLC ($133.94K), and Atria Investments Inc ($131.97K).

How much institutional buying is happening at Pacer Trendpilot US Bond ETF?

Institutional investors have bought a total of 3,088,811 shares in the last 24 months. This purchase volume represents approximately $63.53M in transactions.

Which Pacer Trendpilot US Bond ETF major shareholders have been selling company stock?

Of the 74 institutional investors that sold Pacer Trendpilot US Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($2.59M), Koss Olinger Consulting LLC ($2.52M), Sound Financial Strategies Group LLC ($1.92M), F3Logic LLC ($1.30M), Raymond James Financial Services Advisors Inc. ($1.27M), Envestnet Asset Management Inc. ($800.57K), and Truist Financial Corp ($633.51K).

How much institutional selling is happening at Pacer Trendpilot US Bond ETF?

Institutional investors have sold a total of 17,871,538 shares in the last 24 months. This volume of shares sold represents approximately $368.58M in transactions.


Related Companies:
This page (NYSEARCA:PTBD) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
The ONE AI Stock to own now. (It’s not Nvidia.)
Weiss Ratings
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
This Apple-like Innovator is Revolutionizing Healthcare
Wall Street Star
**Breaking News** LIttle Known Biotech Company Does $41 Million In Q1!
Huge Alerts
Warren Buffett's "mystery stock"
Stansberry Research
Digitizing the $11T commodities sector with one tiny stock
Resource Stock Digest
Elon to Transform U.S. Economy?
Porter & Company
Former CIA advisor: Dark side of AI now starting
Paradigm Press