Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (PTMC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — PTMC

Based on 91 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PTMC 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
91 hedge funds hold PTMC 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 — +17% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

39 buying39 selling
Last quarter: 39 funds bought or added vs 39 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 17 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 19% medium ■ 24% new
52 out of 91 hedge funds have held PTMC 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.
📈

Growing discovery — still being found

10 → 10 → 9 → 17 → 14 new funds/Q
New funds entering each quarter: 10 → 9 → 17 → 14. A growing number of institutions are discovering PTMC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 29% newcomers

■ 57% veterans ■ 14% 1-2yr ■ 29% new
Entry-cohort mix of 91 holders: 52 (57%) are 2+ year veterans, 13 entered 1–2 years ago, and 26 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
14 of 91 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PTMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — PTMC

In 2026 Q2, 39 hedge funds were net buyers of PTMC (14 opened a new position, 25 added to an existing one), while 39 reduced or exited (32 trimmed, 7 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in PTMC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 91.

Hedge Fund Ownership: PTMC

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

Market Analysis: PTMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTMC

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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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: PTMC
91 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 91 84 8.33%
13F Shares 7M 7M 0.77%
Total Value $258M $237M 8.93%
New Positions 14 17 -3
Increased Positions 25 20 +5
Closed Positions 7 7 -
Reduced Positions 32 37 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTMC

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Institutional Holders (2026 Q2)

91 + investors

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

QUARTER:
Top 25 PTMC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invenio Wealth Partners LLC 4.05% 270,633 $11.3M
2 Bullock Wealth Management Group 2.43% 134,933 $5.6M
3 ODonnell Financial Services, LLC 0.97% 78,766 $3.3M
4 MBL Wealth, LLC 0.64% 225,795 $9.4M
5 Millington Securities, LLC 0.54% 53,748 $2.0M
6 Wbi Investments, LLC 0.51% 49,089 $2.1M
7 J2 Capital Management Inc 0.27% 9,694 $406K
8 Whitaker-Myers Wealth Managers, LTD. 0.23% 33,515 $1.4M
9 Level Four Advisory Services, LLC 0.23% 194,954 $8.2M
10 Ade, LLC 0.23% 12,803 $536K
11 Mascagni Wealth Management, Inc. 0.17% 6,610 $276K
12 Strategic Financial Partners, Ltd. 0.17% 10,536 $441K
13 Meridian Wealth Advisors, LLC 0.15% 31,037 $1.3M
14 Maridea Wealth Management LLC 0.14% 31,902 $1.3M
15 Tyche Wealth Partners LLC 0.12% 20,246 $847K
16 Legacy Trust 0.11% 15,285 $639K
17 Focused Alpha, LLC 0.11% 10,512 $440K
18 TCFG Investment Advisors, LLC 0.09% 6,677 $279K
19 Empirical Finance, LLC 0.07% 38,106 $1.6M
20 Unique Wealth, LLC 0.07% 13,504 $565K
21 Ameriflex Group, INC. 0.06% 3,770 $158K
22 Geneos Wealth Management Inc. 0.06% 69,573 $2.9M
23 Bryn Mawr Trust Advisors, LLC 0.04% 19,702 $824K
24 B. Riley Wealth Advisors, Inc. 0.04% 16,086 $667K
25 Capital Investment Advisory Services, LLC 0.04% 13,699 $573K
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 (PTMC)

What does the Smart Money Trend signal show for PTMC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PTMC 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 PTMC?

Slight buying edge — 50% buying: Last quarter: 39 funds bought or added vs 39 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 PTMC holders?

Elite ownership — 55% AUM from top-100 funds: 14 of 91 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PTMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PTMC?

57% of holders stayed for 2+ years: 52 out of 91 hedge funds have held PTMC 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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