Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (PTIN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
47%

Smart Money Signals — PTIN

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
49 hedge funds hold PTIN 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 47% buying

23 buying26 selling
Last quarter: 26 funds reduced or exited vs 23 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 6 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 14% medium ■ 27% new
29 out of 49 hedge funds have held PTIN 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 — ~7 new funds/quarter

3 → 9 → 6 → 6 → 7 new funds/Q
New funds entering each quarter: 9 → 6 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 27% newcomers

■ 61% veterans ■ 12% 1-2yr ■ 27% new
Entry-cohort mix of 49 holders: 30 (61%) are 2+ year veterans, 6 entered 1–2 years ago, and 13 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
8 of 49 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — PTIN

In 2026 Q1, 23 hedge funds were net buyers of PTIN (7 opened a new position, 16 added to an existing one), while 26 reduced or exited (19 trimmed, 7 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 27% of total institutional value in PTIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 49.

Hedge Fund Ownership: PTIN

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

Market Analysis: PTIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTIN

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PTIN
2026 Q2 Stats Unlock in 3 days 49 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 49 -
13F Shares 4M 4M 10.93%
Total Value $127M $115M 10.83%
New Positions 7 6 +1
Increased Positions 16 15 +1
Closed Positions 7 7 -
Reduced Positions 19 19 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTIN

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
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 PTIN. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PTIN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Henderson Brothers Financial Partners, LLC 0.66% 38,047 $1.4M
2 MBL Wealth, LLC 0.63% 250,351 $9.2M
3 Ade, LLC 0.29% 18,426 $676K
4 J2 Capital Management Inc 0.24% 9,892 $363K
5 Empirical Finance, LLC 0.23% 152,824 $5.6M
6 Whitaker-Myers Wealth Managers, LTD. 0.23% 37,266 $1.4M
7 Unique Wealth, LLC 0.22% 52,631 $1.9M
8 AlphaCore Capital LLC 0.14% 210,041 $7.7M
9 Legacy Trust 0.09% 14,550 $534K
10 Sykon Capital LLC 0.07% 6,122 $224K
11 Kathmere Capital Management, LLC 0.06% 28,385 $1.0M
12 Moneco Advisors, LLC 0.05% 20,680 $758K
13 Ameriflex Group, INC. 0.04% 2,797 $103K
14 Wealthspire Retirement, LLC 0.03% 15,725 $577K
15 Regatta Research & Money Management 0.03% 876 $32K
16 Private Trust Co NA 0.03% 9,273 $340K
17 Clark Asset Management, LLC 0.03% 9,054 $332K
18 Mather Group, LLC. 0.03% 78,619 $2.9M
19 Jacobi Capital Management LLC 0.02% 12,377 $454K
20 Summit Financial, LLC 0.01% 36,932 $1.4M
21 GeoWealth Management, LLC 0.01% 11,934 $438K
22 Cetera Investment Advisers 0.01% 398,969 $14.6M
23 Capital Investment Advisory Services, LLC 0.01% 5,148 $189K
24 Mml Investors Services, LLC 0.01% 98,012 $3.6M
25 LPL Financial LLC 0.00% 550,209 $20.2M
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 (PTIN)

What does the Smart Money Trend signal show for PTIN?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PTIN?

More sellers than buyers — 47% buying: Last quarter: 26 funds reduced or exited vs 23 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 PTIN holders?

Strong quality — 27% AUM from major funds: 8 of 49 holders rank in the top 100 by AUM, accounting for 27% 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 PTIN?

59% of holders stayed for 2+ years: 29 out of 49 hedge funds have held PTIN 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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