Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (PEXL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
64%

Smart Money Signals — PEXL

Based on 24 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 PEXL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
24 hedge funds hold PEXL 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 — +14% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+14% 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 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 64% buying

14 buying8 selling
Last quarter: 14 funds were net buyers (3 opened a brand new position + 11 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 0% medium ■ 33% new
16 out of 24 hedge funds have held PEXL 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.
💰

Price up while funds trimmed (+10% value, -11% shares)

Value
+10%
Shares
-11%
Last quarter: total value of institutional PEXL holdings rose +10% even though funds reduced share count by 11%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~3 new funds/quarter

1 → 2 → 5 → 6 → 3 new funds/Q
New funds entering each quarter: 2 → 5 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 33% newcomers

■ 58% veterans ■ 8% 1-2yr ■ 33% new
Entry-cohort mix of 24 holders: 14 (58%) are 2+ year veterans, 2 entered 1–2 years ago, and 8 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
3 of 24 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — PEXL

In 2026 Q2, 14 hedge funds were net buyers of PEXL (3 opened a new position, 11 added to an existing one), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 35% of total institutional value in PEXL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: PEXL

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

Market Analysis: PEXL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEXL

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PEXL
24 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 25 -4.0%
13F Shares 267K 301K -11.4%
Total Value $16M $15M 10.48%
New Positions 3 6 -3
Increased Positions 11 7 +4
Closed Positions 4 2 +2
Reduced Positions 4 6 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PEXL

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Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:
Top 22 PEXL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Visionary Horizons, LLC 1.37% 43,085 $3.3M
2 Willner & Heller, LLC 0.22% 4,645 $352K
3 Signature Equity Partners, LLC 0.21% 6,134 $465K
4 Quantum Financial Partners LLC 0.11% 2,745 $208K
5 Harbour Investments, INC. 0.02% 22,645 $1.7M
6 Western Wealth Management, LLC 0.02% 6,578 $499K
7 Kozak & Associates, Inc. 0.00% 292 $22K
8 Mml Investors Services, LLC 0.00% 15,769 $1.2M
9 Abound Wealth Management 0.00% 100 $8K
10 Osaic Holdings, INC. 0.00% 16,479 $1.2M
11 LPL Financial LLC 0.00% 65,575 $5.0M
12 Kestra Advisory Services, LLC 0.00% 4,021 $305K
13 Creative Financial Designs Inc /Adv 0.00% 255 $19K
14 Cetera Investment Advisers 0.00% 10,296 $781K
15 AdvisorNet Financial, Inc 0.00% 200 $15K
16 Geneos Wealth Management Inc. 0.00% 419 $32K
17 International Assets Investment Management, LLC 0.00% 80 $6K
18 Integrated Wealth Concepts LLC 0.00% 815 $62K
19 Assetmark, Inc 0.00% 700 $53K
20 Goldman Sachs Group Inc 0.00% 8,136 $617K
21 Susquehanna International Group, LLP 0.00% 3,086 $234K
22 Morgan Stanley 0.00% 19 $1K
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 (PEXL)

What does the Smart Money Trend signal show for PEXL?

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

More buyers than sellers — 64% buying: Last quarter: 14 funds were net buyers (3 opened a brand new position + 11 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PEXL holders?

Strong quality — 35% AUM from major funds: 3 of 24 holders rank in the top 100 by AUM, accounting for 35% 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 PEXL?

67% of holders stayed for 2+ years: 16 out of 24 hedge funds have held PEXL 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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