Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PACER FDS TR (PTMC)

73 + Investors. Track Smart Money conviction in PTMC. 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
↓ -1
Streak
2Q ▼
Buyers last Q
37%

Smart Money Signals — PTMC

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PTMC 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
73 funds currently hold this stock — 94% of the 3.0-year high of 78 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 37% buying

25 buying42 selling
Last quarter: 42 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 19% medium 18% new
46 out of 73 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.
➡️

Steady discovery — ~8 new funds/quarter

13 → 8 → 10 → 9 → 8 new funds/Q
New funds entering each quarter: 8 → 10 → 9 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 10% 1-2yr 29% new
Of 73 current holders: 45 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
11 of 73 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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.

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
1.4
/ 10
conviction
Hedge Fund Positioning: PTMC
2026 Q1 Stats Unlock in 15 days 73 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 73 74 -1.35%
13F Shares 7M 7M -1.72%
Total Value $262M $266M -1.63%
New Positions 8 9 -1
Increased Positions 17 16 +1
Closed Positions 9 13 -4
Reduced Positions 33 33 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTMC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

73 + investors

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

Top 25 institutional holders of PTMC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 INVENIO WEALTH PARTNERS LLC 3.92% 269,758 $9.9M
2 MBL Wealth, LLC 0.62% 224,935 $8.2M
3 J2 Capital Management Inc 0.33% 13,224 $484K
4 Whitaker-Myers Wealth Managers, LTD. 0.26% 35,464 $1.3M
5 TCFG WEALTH MANAGEMENT, LLC 0.22% 15,907 $582K
6 Maridea Wealth Management LLC 0.17% 32,043 $1.2M
7 Strategic Financial Partners, Ltd. 0.16% 10,331 $378K
8 B. Riley Wealth Advisors, Inc. 0.04% 16,541 $588K
9 Bryn Mawr Trust Advisors, LLC 0.04% 19,738 $722K
10 Cambridge Investment Research Advisors, Inc. 0.02% 227,087 $8K
11 Retirement Planning Group, LLC 0.01% 12,224 $447K
12 Register Financial Advisors LLC 0.01% 883 $32K
13 Ascentis Wealth Management, LLC 0.01% 747 $27K
14 Concurrent Investment Advisors, LLC 0.01% 13,054 $477K
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 9,015 $330K
16 Private Advisor Group, LLC 0.00% 15,965 $584K
17 Kestra Advisory Services, LLC 0.00% 18,587 $680K
18 Stratos Wealth Partners, LTD. 0.00% 5,914 $216K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 44,245 $1.6M
20 MML INVESTORS SERVICES, LLC 0.00% 12,167 $445K
21 Lodestone Wealth Management LLC 0.00% 79 $3K
22 KEYBANK NATIONAL ASSOCIATION/OH 0.00% 5,929 $217K
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 6,514 $240K
24 ENVESTNET ASSET MANAGEMENT INC 0.00% 47,289 $1.7M
25 IFP Advisors, Inc 0.00% 386 $14K
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?

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

Heavy selling pressure — only 37% buying: Last quarter: 42 funds sold vs only 25 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 PTMC holders?

Elite ownership — 50% AUM from top-100 funds: 11 of 73 holders are among the 100 largest funds by AUM, controlling 50% 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?

63% of holders stayed for 2+ years: 46 out of 73 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.

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.