Pacer Fds Tr (BUL) Hedge Fund Ownership (Q2 2026)

Pacer Fds Tr (BUL)

53 + Investors. Track Smart Money conviction in BUL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BUL

Based on 55 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added BUL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

55 hedge funds hold BUL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 57% buying

24 buying18 selling

Last quarter: 24 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 12 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 35% long-term, 35% new

■ 35% conviction (2yr+) ■ 31% medium ■ 35% new

Of the 55 current holders: 19 (35%) held >2 years, 17 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +2%, value -14%

Value

-13%

+1%

Last quarter: funds added +2% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~8 new funds/quarter

8 → 8 → 12 → 10 → 8 new funds/Q

New funds entering each quarter: 8 → 12 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 38% veterans, 42% new entrants

■ 38% veterans ■ 20% 1-2yr ■ 42% new

Of 55 current holders: 21 (38%) held 2+ years, 11 held 1–2 years, 23 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds

10 of 53 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	53	50	6.0%
13F Shares	2M	2M	1.63%
Total Value	$68M	$78M	-13.62%
New Positions	8	10	-2
Increased Positions	16	17	-1
Closed Positions	3	7	-4
Reduced Positions	15	13	+2
Total Calls	1	0	100%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

6.0%

13F Shares

1.63%

Total Value

$68M

$78M

-13.62%

New Positions

-2

Increased Positions

-1

Closed Positions

-4

Reduced Positions

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

53 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUL. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	BNB Wealth Management, LLC	1.03%	31,952	$1.9M
2	Northbridge Financial Group, LLC	0.74%	32,739	$1.9M
3	Sankala Group LLC	0.62%	14,516	$931K
4	Wbi Investments, LLC	0.57%	39,052	$2.3M
5	Millington Securities, LLC	0.56%	37,832	$2.0M
6	Oxbow Advisors, LLC	0.34%	70,670	$4.2M
7	Maridea Wealth Management LLC	0.11%	16,853	$994K
8	Harbour Investments, INC.	0.03%	35,230	$2.1M
9	Modern Wealth Management, LLC	0.02%	30,766	$1.8M
10	Kingswood Wealth Advisors, LLC	0.02%	8,806	$519K
11	IHT Wealth Management, LLC	0.02%	14,731	$869K
12	Gladstone Institutional Advisory LLC	0.02%	9,890	$583K
13	Bleakley Financial Group, LLC	0.02%	23,454	$1.4M
14	PFG Advisors	0.01%	4,086	$241K
15	Savvy Advisors, Inc.	0.01%	6,749	$398K
16	Mml Investors Services, LLC	0.01%	68,075	$4.0M
17	HighPoint Advisor Group LLC	0.01%	3,857	$227K
18	DAVENPORT & Co LLC	0.01%	20,124	$1.2M
19	Independent Financial Group, LLC	0.00%	4,515	$266K
20	Kestra Advisory Services, LLC	0.00%	25,750	$1.5M
21	Osaic Holdings, INC.	0.00%	56,472	$3.3M
22	Integrated Wealth Concepts LLC	0.00%	12,540	$739K
23	LPL Financial LLC	0.00%	262,743	$15.5M
24	Compass Financial Management LLC	0.00%	324	$19K
25	HighTower Advisors, LLC	0.00%	26,428	$1.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Pacer Fds Tr (BUL)

What does the Smart Money Trend signal show for BUL?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added BUL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BUL?

Slight buying edge — 57% buying: Last quarter: 24 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BUL holders?

Strong quality — 37% AUM from major funds: 10 of 53 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BUL?

Mixed — 35% long-term, 35% new: Of the 55 current holders: 19 (35%) held >2 years, 17 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Pacer Fds Tr (BUL)

Smart Money Signals — BUL

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +41% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~8 new funds per quarter

Mixed — 35% long-term, 35% new

Buying through price weakness — shares +2%, value -14%

Steady discovery — ~8 new funds/quarter

Mixed cohorts — 38% veterans, 42% new entrants

Strong quality — 37% AUM from major funds

Institutional Sentiment Summary — BUL

Hedge Fund Ownership: BUL

Market Analysis: BUL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUL

Hedge Fund Positioning: BUL

Statistics: BUL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pacer Fds Tr (BUL)

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