Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PACER FDS TR (PSMJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
12%

Smart Money Signals — PSMJ

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PSMJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
23 funds currently hold this stock — 92% of the 3.0-year high of 25 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 12% buying

2 buying14 selling
Last quarter: 14 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 6 → 5 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 22% medium ■ 13% new
15 out of 23 hedge funds have held PSMJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~1 new funds/quarter

2 → 1 → 6 → 5 → 1 new funds/Q
New funds entering each quarter: 1 → 6 → 5 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 17% 1-2yr ■ 13% new
Of 23 current holders: 16 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 23 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

Institutional Sentiment Summary — PSMJ

In 2026 Q1, 2 hedge funds were net buyers of PSMJ (1 opened a new position, 1 added to an existing one), while 14 reduced or exited (11 trimmed, 3 sold completely) — a 12% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 23.

Hedge Fund Ownership: PSMJ

How many hedge funds hold PSMJ — quarterly history vs. share price
Quarterly hedge fund ownership of PSMJ vs. share price

Market Analysis: PSMJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSMJ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy PACER FDS TR (PSMJ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PSMJ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 59d ago
PSMJ
+5.7%
SPY
+16.0%

PSMJ outperformed SPY by -10.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 14d ago
PSMJ
+0.5%
SPY
+2.1%

Since the filing became public, PSMJ outperformed SPY by -1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PSMJ
23 + Investors

Track Smart Money conviction in PSMJ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 25 -8.0%
13F Shares 5M 5M -4.57%
Total Value $151M $160M -5.68%
New Positions 1 5 -4
Increased Positions 1 2 -1
Closed Positions 3 4 -1
Reduced Positions 11 11 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSMJ

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Financial Highlights

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Institutional Holders (2026 Q1)

23 + investors

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

QUARTER:
Top 23 institutional holders of PSMJ — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Swan Global Investments, LLC 2.38% 2,238,543 $71.3M
2 Premier Private Wealth Management LLC 0.35% 10,290 $328K
3 Pacer Advisors, Inc. 0.18% 2,238,543 $71.3M
4 Copley Financial Group, Inc. 0.17% 8,719 $278K
5 Anfield Capital Management, LLC 0.10% 11,633 $370K
6 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% 11,629 $370K
7 Sovran Advisors, LLC 0.03% 12,135 $403K
8 Realta Investment Advisors 0.01% 1,150 $37K
9 Ameritas Advisory Services, LLC 0.01% 10,000 $318K
10 OLD MISSION CAPITAL LLC 0.01% 11,208 $357K
11 Kestra Advisory Services, LLC 0.00% 41,133 $1.3M
12 Sunbelt Securities, Inc. 0.00% 1,650 $53K
13 OSAIC HOLDINGS, INC. 0.00% 50,775 $1.6M
14 Rockefeller Capital Management L.P. 0.00% 28,310 $901K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 21,867 $696K
16 HARBOUR INVESTMENTS, INC. 0.00% 1,912 $61K
17 Advisory Services Network, LLC 0.00% 2,010 $64K
18 DHJJ Financial Advisors, Ltd. 0.00% 50 $2K
19 Allworth Financial LP 0.00% 2,012 $64K
20 Cetera Investment Advisers 0.00% 6,639 $211K
21 LPL Financial LLC 0.00% 26,470 $843K
22 CITADEL ADVISORS LLC 0.00% 10,279 $327K
23 UBS Group AG 0.00% 328 $10K
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 (PSMJ)

What does the Smart Money Trend signal show for PSMJ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PSMJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PSMJ?

Heavy selling pressure — only 12% buying: Last quarter: 14 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for PSMJ holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 23 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PSMJ?

65% of holders stayed for 2+ years: 15 out of 23 hedge funds have held PSMJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy PACER FDS TR (PSMJ) following the 2026 Q1 hedge fund 13F filings?

As of today, PSMJ has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.1% for the SPY sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), PSMJ has gained +5.7% vs +16.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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