Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (PFLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
39%

Smart Money Signals — PFLD

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PFLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
59 funds currently hold this stock — 94% of the 3.0-year high of 63 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold PFLD compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

27 buying42 selling
Last quarter: 42 funds sold vs only 27 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new PFLD position: 9 → 13 → 8 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 31% medium ■ 29% new
24 out of 59 hedge funds have held PFLD 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 — ~14 new funds/quarter

12 → 9 → 13 → 8 → 14 new funds/Q
New funds entering each quarter: 9 → 13 → 8 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 41% newcomers

■ 51% veterans ■ 8% 1-2yr ■ 41% new
Entry-cohort mix of 59 holders: 30 (51%) are 2+ year veterans, 5 entered 1–2 years ago, and 24 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
11 of 59 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in PFLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — PFLD

In 2026 Q1, 27 hedge funds were net buyers of PFLD (14 opened a new position, 13 added to an existing one), while 42 reduced or exited (25 trimmed, 17 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 68% of total institutional value in PFLD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 59.

Hedge Fund Ownership: PFLD

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

Market Analysis: PFLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFLD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ETF Ser Solutions (PFLD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFLD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
PFLD
+1.5%
SPY
+15.9%

PFLD outperformed SPY by -14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PFLD
+0.8%
SPY
+2.0%

Since the filing became public, PFLD outperformed SPY by -1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
1.0
/ 10
conviction
Hedge Fund Positioning: PFLD
58 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 58 62 -6.45%
13F Shares 12M 13M -4.56%
Total Value $232M $252M -8.06%
New Positions 14 8 +6
Increased Positions 12 17 -5
Closed Positions 18 9 +9
Reduced Positions 25 28 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFLD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

58 + investors

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

QUARTER:
Top 25 PFLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teucrium Investment Advisors, LLC 4.02% 267,477 $5.2M
2 Rainey & Randall Wealth Advisors INC. 1.64% 517,740 $10.1M
3 L2 Asset Management, LLC 1.32% 718,661 $13.9M
4 Sound Income Strategies, LLC 0.21% 221,638 $4.3M
5 Concorde Asset Management, LLC 0.17% 17,800 $346K
6 IFG Advisory, LLC 0.03% 533 $10K
7 Private Trust Co NA 0.02% 13,075 $253K
8 Independent Financial Group, LLC 0.02% 37,195 $720K
9 IFP Advisors, Inc 0.02% 48,286 $935K
10 Ameritas Advisory Services, LLC 0.02% 23,151 $448K
11 Bleakley Financial Group, LLC 0.01% 45,530 $881K
12 Wealth Enhancement Advisory Services, LLC 0.01% 337,862 $6.6M
13 Gotham Asset Management, LLC 0.01% 207,348 $4.0M
14 Cornerstone Wealth Management, LLC 0.01% 10,655 $206K
15 Osaic Holdings, INC. 0.01% 310,297 $6.0M
16 Kestra Private Wealth Services, LLC 0.01% 36,616 $709K
17 Wells Fargo & Company/Mn 0.01% 2,326,678 $45.0M
18 Private Wealth Asset Management, LLC 0.01% 3,059 $59K
19 Key Capital Management, INC 0.01% 471 $9K
20 Captrust Financial Advisors 0.01% 169,425 $3.3M
21 Morgan Stanley 0.01% 4,380,710 $84.8M
22 HB Wealth Management, LLC 0.00% 37,228 $721K
23 Webster Bank, N. A. 0.00% 1,976 $38K
24 LPL Financial LLC 0.00% 688,879 $13.3M
25 Kestra Advisory Services, LLC 0.00% 44,975 $871K
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 — ETF Ser Solutions (PFLD)

What does the Smart Money Trend signal show for PFLD?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PFLD 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 PFLD?

Heavy selling pressure — only 39% buying: Last quarter: 42 funds sold vs only 27 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for PFLD holders?

Elite ownership — 68% AUM from top-100 funds: 11 of 59 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in PFLD. 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 PFLD?

41% of holders stayed for 2+ years: 24 out of 59 hedge funds have held PFLD 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.

Is it too late to buy ETF Ser Solutions (PFLD) following the 2026 Q1 hedge fund 13F filings?

As of today, PFLD has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), PFLD has gained +1.5% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →