Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (PTBD)

49 + Investors. Track Smart Money conviction in PTBD. 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
48%

Smart Money Signals — PTBD

Based on 50 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PTBD 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 — 82% of 3.0Y peak

82% of all-time peak
50 funds currently hold this stock — 82% of the 3.0-year high of 61 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold PTBD compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

27 buying29 selling
Last quarter: 29 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 18% medium ■ 26% new
28 out of 50 hedge funds have held PTBD 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.
💎

Buying through price weakness — shares +15%, value -36%

Value
-36%
Shares
+14%
Last quarter: funds added +15% more shares while total portfolio value only changed -36%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

7 → 6 → 8 → 8 → 9 new funds/Q
New funds entering each quarter: 6 → 8 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 30% newcomers

■ 56% veterans ■ 14% 1-2yr ■ 30% new
Entry-cohort mix of 50 holders: 28 (56%) are 2+ year veterans, 7 entered 1–2 years ago, and 15 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
8 of 49 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — PTBD

In 2026 Q2, 27 hedge funds were net buyers of PTBD (9 opened a new position, 18 added to an existing one), while 29 reduced or exited (18 trimmed, 11 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 32% of total institutional value in PTBD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 50.

Hedge Fund Ownership: PTBD

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

Market Analysis: PTBD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTBD

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

Loading signal freshness…
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
0.5
/ 10
conviction
Hedge Fund Positioning: PTBD
49 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 52 -5.77%
13F Shares 4M 3M 14.82%
Total Value $38M $59M -36.27%
New Positions 9 8 +1
Increased Positions 18 12 +6
Closed Positions 11 6 +5
Reduced Positions 18 25 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTBD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

49 + investors

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

QUARTER:
Top 25 PTBD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Millington Securities, LLC 0.88% 168,891 $3.2M
2 Wbi Investments, LLC 0.81% 170,423 $3.3M
3 Hyundai Investments Co., Ltd. 0.66% 32,008 $614K
4 Ofc Financial Planning, LLC 0.51% 30,149 $578K
5 Forefront Wealth Partners, LLC 0.48% 80,150 $1.5M
6 Morey & Quinn Wealth Partners, LLC 0.20% 16,069 $308K
7 Maridea Wealth Management LLC 0.14% 68,756 $1.3M
8 Capital Investment Advisory Services, LLC 0.07% 59,912 $1.1M
9 Wealthspire Retirement, LLC 0.03% 23,846 $457K
10 Bullock Wealth Management Group 0.01% 1,503 $29K
11 Perigon Wealth Management, LLC 0.01% 36,728 $704K
12 NewEdge Advisors, LLC 0.01% 159,006 $3.0M
13 Atria Investments, Inc 0.01% 37,652 $722K
14 Private Advisor Group, LLC 0.00% 51,703 $991K
15 Independent Financial Group, LLC 0.00% 11,631 $223K
16 Concurrent Investment Advisors, LLC 0.00% 16,829 $323K
17 Farther Finance Advisors, LLC 0.00% 17,930 $344K
18 Stratos Wealth Partners, LTD. 0.00% 10,608 $203K
19 Sanctuary Advisors, LLC 0.00% 16,073 $308K
20 LPL Financial LLC 0.00% 307,780 $5.9M
21 Cetera Investment Advisers 0.00% 59,422 $1.1M
22 IFP Advisors, Inc 0.00% 2,571 $49K
23 Creative Financial Designs Inc /Adv 0.00% 786 $15K
24 Raymond James Financial Inc 0.00% 124,156 $2.4M
25 Hrt Financial LP 0.00% 16,964 $325K
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 (PTBD)

What does the Smart Money Trend signal show for PTBD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PTBD 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 PTBD?

More sellers than buyers — 48% buying: Last quarter: 29 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PTBD holders?

Strong quality — 32% AUM from major funds: 8 of 49 holders rank in the top 100 by AUM, accounting for 32% 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 PTBD?

56% of holders stayed for 2+ years: 28 out of 50 hedge funds have held PTBD 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.

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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