Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PACER FDS TR (PSFF)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — PSFF

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PSFF 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
86 hedge funds hold PSFF 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 — +23% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+23% 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.
🟡

Slight buying edge — 59% buying

49 buying34 selling
Last quarter: 49 funds bought or added vs 34 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: 12 → 16 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 33% new

29% conviction (2yr+) 38% medium 33% new
Of the 86 current holders: 25 (29%) held >2 years, 33 held 1–2 years, and 28 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.
➡️

Steady discovery — ~14 new funds/quarter

16 → 12 → 16 → 14 → 14 new funds/Q
New funds entering each quarter: 12 → 16 → 14 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 30% veterans, 45% new entrants

30% veterans 24% 1-2yr 45% new
Of 86 current holders: 26 (30%) held 2+ years, 21 held 1–2 years, 39 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
5 of 86 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Hedge Fund Ownership: PSFF

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

Market Analysis: PSFF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSFF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 3 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: PSFF
2026 Q1 Stats Unlock in 16 days 86 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 86 79 8.86%
13F Shares 14M 14M 4.04%
Total Value $460M $436M 5.52%
New Positions 14 14 -
Increased Positions 35 24 +11
Closed Positions 7 11 -4
Reduced Positions 27 33 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSFF

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

86 + investors

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

Top 25 institutional holders of PSFF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keystone Financial Services, LLC 7.77% 360,316 $11.5M
2 EVOLUTION WEALTH MANAGEMENT INC. 5.66% 241,755 $7.7M
3 Storen Legacy Partners, LLC 1.33% 132,697 $4.3M
4 Signal Advisors Wealth, LLC 1.27% 576,470 $18.5M
5 Comprehensive Financial Planning, Inc./PA 0.83% 37,219 $1.2M
6 Independent Wealth Network Inc. 0.66% 69,111 $2.2M
7 Trinity Wealth Management, LLC 0.45% 38,128 $1.2M
8 Diligent Investors, LLC 0.27% 34,247 $1.1M
9 RETIREMENT GUYS FORMULA LLC 0.19% 13,214 $423K
10 KESTRA PRIVATE WEALTH SERVICES, LLC 0.14% 343,304 $11.0M
11 Stratos Investment Management, LLC 0.12% 94,064 $3.0M
12 World Investment Advisors 0.08% 151,185 $4.8M
13 FOUNDERS FINANCIAL SECURITIES LLC 0.08% 38,066 $1.2M
14 RFG Advisory, LLC 0.04% 71,199 $2.3M
15 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% 55,248 $1.8M
16 Simplicity Wealth,LLC 0.04% 19,688 $631K
17 Merit Financial Group, LLC 0.03% 136,008 $4.4M
18 FIDUCIARY FINANCIAL GROUP, LLC 0.03% 7,612 $244K
19 Stratos Wealth Advisors, LLC 0.03% 13,265 $425K
20 Accurate Wealth Management, LLC 0.02% 6,132 $201K
21 Kestra Advisory Services, LLC 0.02% 191,680 $6.1M
22 Cambridge Investment Research Advisors, Inc. 0.01% 177,398 $6K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 256,789 $8.2M
24 Prospera Financial Services Inc 0.01% 18,730 $600K
25 Brookstone Capital Management 0.01% 21,783 $698K
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 (PSFF)

What does the Smart Money Trend signal show for PSFF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PSFF 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 PSFF?

Slight buying edge — 59% buying: Last quarter: 49 funds bought or added vs 34 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 PSFF holders?

Smaller funds dominant — 10% AUM from top-100: 5 of 86 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PSFF?

Mixed — 29% long-term, 33% new: Of the 86 current holders: 25 (29%) held >2 years, 33 held 1–2 years, and 28 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.

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.