Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (PTMC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — PTMC

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PTMC 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
84 hedge funds hold PTMC 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 — +20% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

37 buying44 selling
Last quarter: 44 funds reduced or exited vs 37 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new PTMC position: 10 → 10 → 9 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 18% medium ■ 25% new
48 out of 84 hedge funds have held PTMC 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.
📈

Growing discovery — still being found

8 → 10 → 10 → 9 → 17 new funds/Q
New funds entering each quarter: 10 → 10 → 9 → 17. A growing number of institutions are discovering PTMC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 29% newcomers

■ 58% veterans ■ 13% 1-2yr ■ 29% new
Entry-cohort mix of 84 holders: 49 (58%) are 2+ year veterans, 11 entered 1–2 years ago, and 24 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
15 of 84 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in PTMC. 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 — PTMC

In 2026 Q1, 37 hedge funds were net buyers of PTMC (17 opened a new position, 20 added to an existing one), while 44 reduced or exited (37 trimmed, 7 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in PTMC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: PTMC

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

Market Analysis: PTMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTMC

-- --

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

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

Signal Freshness measures how much PTMC 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 · 82d ago
PTMC
+12.5%
SPY
+15.1%

PTMC outperformed SPY by -2.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
PTMC
+3.4%
SPY
+1.3%

Since the filing became public, PTMC outperformed SPY by +2.1% .

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: PTMC
84 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 84 74 13.51%
13F Shares 7M 7M -8.47%
Total Value $237M $262M -9.67%
New Positions 17 9 +8
Increased Positions 20 17 +3
Closed Positions 7 10 -3
Reduced Positions 37 33 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTMC

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Financial Highlights

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Institutional Holders (2026 Q1)

84 + investors

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

QUARTER:
Top 25 PTMC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invenio Wealth Partners LLC 3.92% 269,758 $9.9M
2 ODonnell Financial Services, LLC 1.07% 84,890 $3.1M
3 MBL Wealth, LLC 0.62% 224,935 $8.2M
4 Wbi Investments, LLC 0.54% 53,748 $2.0M
5 J2 Capital Management Inc 0.33% 13,224 $484K
6 Whitaker-Myers Wealth Managers, LTD. 0.26% 35,464 $1.3M
7 IFS Group,LLC 0.24% 7,296 $267K
8 Ade, LLC 0.24% 13,406 $490K
9 NewEdge Advisors, LLC 0.23% 129,942 $5.0M
10 Level Four Advisory Services, LLC 0.23% 191,713 $7.0M
11 Tcfg Wealth Management, LLC 0.22% 15,907 $582K
12 TCFG Investment Advisors, LLC 0.22% 15,907 $582K
13 Mascagni Wealth Management, Inc. 0.17% 6,610 $242K
14 Maridea Wealth Management LLC 0.17% 32,043 $1.2M
15 Strategic Financial Partners, Ltd. 0.16% 10,331 $378K
16 Meridian Wealth Advisors, LLC 0.15% 31,037 $1.1M
17 Focused Alpha, LLC 0.12% 10,751 $393K
18 Tyche Wealth Partners LLC 0.11% 20,246 $740K
19 Empirical Finance, LLC 0.08% 48,411 $1.8M
20 Geneos Wealth Management Inc. 0.06% 70,215 $2.6M
21 Ameriflex Group, INC. 0.05% 2,470 $90K
22 B. Riley Wealth Advisors, Inc. 0.04% 16,541 $588K
23 Capital Investment Advisory Services, LLC 0.04% 13,384 $489K
24 Bryn Mawr Trust Advisors, LLC 0.04% 19,738 $722K
25 Pacer Advisors, Inc. 0.03% 298,342 $10.9M
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 (PTMC)

What does the Smart Money Trend signal show for PTMC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PTMC 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 PTMC?

More sellers than buyers — 46% buying: Last quarter: 44 funds reduced or exited vs 37 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 PTMC holders?

Elite ownership — 56% AUM from top-100 funds: 15 of 84 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in PTMC. 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 PTMC?

57% of holders stayed for 2+ years: 48 out of 84 hedge funds have held PTMC 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 (PTMC) following the 2026 Q1 hedge fund 13F filings?

As of today, PTMC has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), PTMC has gained +12.5% vs +15.1% 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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