Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (PTBD)

52 + Investors. Track Smart Money conviction in PTBD. 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
40%

Smart Money Signals — PTBD

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PTBD 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.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
52 funds currently hold this stock — 87% of the 3.0-year high of 60 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold PTBD compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

20 buying30 selling
Last quarter: 30 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
31 out of 52 hedge funds have held PTBD 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 — ~8 new funds/quarter

5 → 6 → 6 → 8 → 8 new funds/Q
New funds entering each quarter: 6 → 6 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 52 holders: 33 (63%) are 2+ year veterans, 8 entered 1–2 years ago, and 11 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
8 of 52 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — PTBD

In 2026 Q1, 20 hedge funds were net buyers of PTBD (8 opened a new position, 12 added to an existing one), while 30 reduced or exited (25 trimmed, 5 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 23% of total institutional value in PTBD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 52.

Hedge Fund Ownership: PTBD

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

Market Analysis: PTBD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTBD

-- --

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

Is It Too Late to Buy Pacer Fds Tr (PTBD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PTBD 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 · 79d ago
PTBD
+1.1%
SPY
+13.9%

PTBD outperformed SPY by -12.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PTBD
+0.5%
SPY
+0.2%

Since the filing became public, PTBD outperformed SPY by +0.3% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PTBD
52 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 52 49 6.12%
13F Shares 3M 3M -5.66%
Total Value $59M $63M -5.78%
New Positions 8 8 -
Increased Positions 12 13 -1
Closed Positions 5 7 -2
Reduced Positions 25 23 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTBD

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

52 + investors

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

QUARTER:
Top 25 PTBD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Magnolia Capital Advisors LLC 1.09% 291,105 $5.5M
2 Wbi Investments, LLC 0.88% 168,891 $3.2M
3 Ofc Financial Planning, LLC 0.61% 32,519 $617K
4 Hyundai Investments Co., Ltd. 0.36% 16,743 $315K
5 Forefront Wealth Partners, LLC 0.35% 44,675 $848K
6 Creative Financial Designs Inc /Adv 0.33% 284,775 $5.4M
7 Ascentis Wealth Management, LLC 0.24% 64,697 $1.2M
8 Morey & Quinn Wealth Partners, LLC 0.22% 16,069 $305K
9 Maridea Wealth Management LLC 0.18% 63,658 $1.2M
10 Capital Investment Advisory Services, LLC 0.08% 59,783 $1.1M
11 Pacer Advisors, Inc. 0.03% 567,271 $10.8M
12 Wealthspire Retirement, LLC 0.03% 23,846 $453K
13 Mather Group, LLC. 0.02% 122,913 $2.3M
14 Perigon Wealth Management, LLC 0.01% 37,413 $710K
15 StoneX Group Inc. 0.01% 10,460 $199K
16 Independent Financial Group, LLC 0.01% 14,064 $267K
17 Atria Investments, Inc 0.01% 36,356 $690K
18 Ascentis Independent Advisors 0.01% 3,588 $68K
19 Private Advisor Group, LLC 0.00% 48,324 $917K
20 Concurrent Investment Advisors, LLC 0.00% 16,984 $322K
21 Stratos Wealth Partners, LTD. 0.00% 15,382 $292K
22 Farther Finance Advisors, LLC 0.00% 17,930 $341K
23 Rossby Financial, LCC 0.00% 742 $14K
24 WFA of San Diego, LLC 0.00% 110 $2K
25 Sanctuary Advisors, LLC 0.00% 16,313 $310K
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 (PTBD)

What does the Smart Money Trend signal show for PTBD?

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

More sellers than buyers — 40% buying: Last quarter: 30 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PTBD holders?

Strong quality — 23% AUM from major funds: 8 of 52 holders rank in the top 100 by AUM, accounting for 23% 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 PTBD?

60% of holders stayed for 2+ years: 31 out of 52 hedge funds have held PTBD 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 Pacer Fds Tr (PTBD) following the 2026 Q1 hedge fund 13F filings?

As of today, PTBD has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), PTBD has gained +1.1% vs +13.9% 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.

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