PACER TRENDPILOT US BOND ETF (PTBD) Institutional Ownership Changes & 13F Activity
PACER TRENDPILOT US BOND ETF (PTBD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creative Financial Designs Inc, Newedge Advisors, Llc, Pacer Advisors, Inc., Forefront Wealth Partners, Llc, and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Forefront Wealth Partners, Llc | Buy | +35,475 | +79.4% | 80,150 | $1.54M | Q2 2026 | Aug 20, 2026 |
| Hrt Financial Lp | Buy | +16,964 | — | 16,964 | $325.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -16,853 | -12.9% | 113,557 | $2.18M | Q2 2026 | Aug 14, 2026 |
| Hyundai Investments Co., Ltd. | Buy | +15,265 | +91.2% | 32,008 | $613.59K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,327 | +20.4% | 19,642 | $376.57K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,093 | +2.0% | 54,794 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -555 | -0.4% | 124,156 | $2.38M | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | Buy | +84,264 | +14.9% | 651,535 | $12.49M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -10,684 | -13.5% | 68,394 | $1.31M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +358 | +139.8% | 614 | $11.77K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -240 | -1.5% | 16,073 | $308.12K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +139 | +1.4% | 9,739 | $186.71K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +124,282 | +357.9% | 159,006 | $3.05M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -19,373 | -24.6% | 59,422 | $1.14M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -417 | -46.5% | 480 | $9.20K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -251 | -2.3% | 10,810 | $207.21K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +2 | +0.1% | 2,150 | $41.22K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -4,774 | -31.0% | 10,608 | $203.37K | Q2 2026 | Aug 11, 2026 |
| Wbi Investments, Llc | Buy | +1,532 | +0.9% | 170,423 | $3.27M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -2,772 | -0.9% | 307,780 | $5.90M | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, Llc | Sell | -685 | -1.8% | 36,728 | $704.07K | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management Llc | Buy | +5,098 | +8.0% | 68,756 | $1.32M | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Sell | -323 | -31.2% | 713 | $13.67K | Q2 2026 | Aug 06, 2026 |
| Ofc Financial Planning, Llc | Sell | -2,370 | -7.3% | 30,149 | $577.96K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +1,651 | +2.7% | 63,483 | $1.22M | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +16,667 | +58.1% | 45,370 | $870.00 | Q2 2026 | Jul 30, 2026 |
| Ascentis Wealth Management, Llc | Sell | -2,531 | -3.9% | 62,166 | $1.19M | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -913 | -5.2% | 16,626 | $318.73K | Q2 2026 | Jul 29, 2026 |
| Creative Financial Designs Inc | Sell | -283,989 | -99.7% | 786 | $15.06K | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | Buy | +1,296 | +3.6% | 37,652 | $721.79K | Q2 2026 | Jul 28, 2026 |
Frequently asked questions about PTBD activity
Which institutional owners are buying PTBD?
Institutional owners buying PTBD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PTBD activity?
"Buy" means an investor increased their reported position in PTBD compared to the prior reporting period. This reflects growing exposure to PACER TRENDPILOT US BOND ETF (PTBD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PTBD increasing?
Institutional interest in PTBD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.