Pacer Fds Tr (PATN) Hedge Fund Ownership (Q1 2026)

Pacer Fds Tr (PATN)

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

Smart Money Signals — PATN

Based on 27 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 4Q

For 2 consecutive quarters, more hedge funds added PATN 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

27 hedge funds hold PATN right now — the highest count in 1.2 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 — +2600% more funds vs a year ago

fund count last 5Q

+26 new funds entered over the past year (+2600% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 93% buying

25 buying2 selling

Last quarter: 25 funds were net buyers (18 opened a brand new position + 7 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new PATN position: 3 → 0 → 8 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 93% entered in last year

■ 0% conviction (2yr+) ■ 7% medium ■ 93% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +158%, value +132%

Value

+131%

+158%

Last quarter: funds added +158% more shares while total portfolio value only changed +132%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

3 → 0 → 8 → 18 new funds/Q

New funds entering each quarter: 3 → 0 → 8 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 27 current holders: 27 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

4 of 27 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.3

out of 10

High Exit Risk

Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	27	10	170.0%
13F Shares	2M	689K	158.45%
Total Value	$43M	$19M	131.7%
New Positions	18	8	+10
Increased Positions	7	1	+6
Closed Positions	1	2	-1
Reduced Positions	1	1	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

170.0%

13F Shares

689K

158.45%

Total Value

$43M

$19M

131.7%

New Positions

+10

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

27 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PATN. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PATN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Advisory Resource Group	3.31%	591,588	$22.0M
2	Southern Capital Services Inc /Adv	2.18%	104,350	$3.9M
3	Rubicon Advisors, GP	0.99%	36,453	$1.4M
4	Mascagni Wealth Management, Inc.	0.57%	24,716	$919K
5	OxenFree Capital LLC	0.31%	19,093	$682K
6	Stratos Wealth Advisors, LLC	0.24%	117,586	$4.4M
7	Optivise Advisory Services LLC	0.24%	12,619	$469K
8	Fortis Group Advisors, LLC	0.14%	24,269	$902K
9	Belpointe Asset Management LLC	0.14%	117,340	$4.4M
10	Signature Equity Partners, LLC	0.11%	6,617	$246K
11	Atlas Wealth LLC	0.10%	18,084	$672K
12	Western Wealth Management, LLC	0.10%	78,787	$2.9M
13	Independent Financial Group, LLC	0.08%	121,418	$4.5M
14	Sovran Advisors, LLC	0.04%	16,112	$538K
15	Harbour Investments, INC.	0.03%	64,563	$2.4M
16	Triumph Capital Management	0.03%	4,027	$150K
17	Benjamin Edwards Inc	0.02%	66,176	$2.5M
18	International Assets Investment Management, LLC	0.02%	8,800	$319K
19	Creative Financial Designs Inc /Adv	0.01%	8,170	$304K
20	Founders Financial Alliance, LLC	0.01%	2,200	$82K
21	Osaic Holdings, INC.	0.01%	241,301	$9.0M
22	LPL Financial LLC	0.01%	746,874	$27.8M
23	Truist Financial Corp	0.01%	140,234	$5.2M
24	Cetera Investment Advisers	0.00%	144,427	$5.4M
25	NewEdge Advisors, LLC	0.00%	41,097	$1.5M

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 (PATN)

What does the Smart Money Trend signal show for PATN?

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

More buyers than sellers — 93% buying: Last quarter: 25 funds were net buyers (18 opened a brand new position + 7 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PATN holders?

Smaller funds dominant — 13% AUM from top-100: 4 of 27 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PATN?

Mostly new holders — 93% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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 (PATN)

Smart Money Signals — PATN

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +2600% more funds vs a year ago

More buyers than sellers — 93% buying

More new buyers each quarter (+10 vs last Q)

Mostly new holders — 93% entered in last year

Buying through price weakness — shares +158%, value +132%

Acceleration phase — new buyers rushing in

Early stage — 100% of holders entered in last year

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — PATN

Hedge Fund Ownership: PATN

Market Analysis: PATN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PATN

Hedge Fund Positioning: PATN

Statistics: PATN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pacer Fds Tr (PATN)

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