PACER FDS TR (BUL): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

PACER FDS TR (BUL)

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

Smart Money Signals — BUL

Based on 47 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

47 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 — +57% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+57% 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.

🟢

More buyers than sellers — 60% buying

28 buying19 selling

Last quarter: 28 funds were net buyers (12 opened a brand new position + 16 added to an existing one). Only 19 were sellers (13 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 8 → 8 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 32% long-term, 32% new

■ 32% conviction (2yr+) ■ 36% medium ■ 32% new

Of the 47 current holders: 15 (32%) held >2 years, 17 held 1–2 years, and 15 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.

📈

Growing discovery — still being found

10 → 5 → 8 → 8 → 12 new funds/Q

New funds entering each quarter: 5 → 8 → 8 → 12. A growing number of institutions are discovering BUL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 38% veterans, 49% new entrants

■ 38% veterans ■ 13% 1-2yr ■ 49% new

Of 47 current holders: 18 (38%) held 2+ years, 6 held 1–2 years, 23 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

8 of 47 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.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	47	41	14.63%
13F Shares	1M	1M	20.96%
Total Value	$79M	$62M	27.44%
New Positions	12	8	+4
Increased Positions	16	15	+1
Closed Positions	6	6	-
Reduced Positions	13	9	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

14.63%

13F Shares

20.96%

Total Value

$79M

$62M

27.44%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

47 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of BUL — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	NORTHBRIDGE FINANCIAL GROUP, LLC	0.90%	36,886	$2.1M
2	Oxbow Advisors, LLC	0.28%	61,547	$3.3M
3	Maridea Wealth Management LLC	0.12%	15,418	$833K
4	KINGSWOOD WEALTH ADVISORS, LLC	0.02%	8,806	$476K
5	DAVENPORT & Co LLC	0.02%	65,595	$3.5M
6	Cambridge Investment Research Advisors, Inc.	0.01%	40,991	$2K
7	Kestra Advisory Services, LLC	0.00%	19,903	$1.1M
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	206	$11K
9	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	6,483	$350K
10	IFP Advisors, Inc	0.00%	314	$17K
11	Founders Capital Management	0.00%	10	—
12	FIFTH THIRD BANCORP	0.00%	700	$38K

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 — 5 quarters in a row: For 5 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?

More buyers than sellers — 60% buying: Last quarter: 28 funds were net buyers (12 opened a brand new position + 16 added to an existing one). Only 19 were sellers (13 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUL holders?

Strong quality — 27% AUM from major funds: 8 of 47 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 BUL?

Mixed — 32% long-term, 32% new: Of the 47 current holders: 15 (32%) held >2 years, 17 held 1–2 years, and 15 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 — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +57% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~12 new funds per quarter

Mixed — 32% long-term, 32% new

Growing discovery — still being found

Mixed cohorts — 38% veterans, 49% new entrants

Strong quality — 27% AUM from major funds

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 Q1)

Frequently Asked Questions — PACER FDS TR (BUL)

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