Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (USAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — USAI

Based on 53 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 USAI 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
53 hedge funds hold USAI 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 — +10% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 73% buying

35 buying13 selling
Last quarter: 35 funds were net buyers (13 opened a brand new position + 22 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new USAI position: 6 → 7 → 6 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 28% medium ■ 30% new
22 out of 53 hedge funds have held USAI 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.
💰

Value +40% but shares only +16% — price-driven

Value
+40%
Shares
+16%
Last quarter: the total dollar value of institutional holdings rose +40%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

12 → 6 → 7 → 6 → 13 new funds/Q
New funds entering each quarter: 6 → 7 → 6 → 13. A growing number of institutions are discovering USAI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 36% new entrants

■ 38% veterans ■ 26% 1-2yr ■ 36% new
Of 53 current holders: 20 (38%) held 2+ years, 14 held 1–2 years, 19 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
7 of 53 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — USAI

In 2026 Q1, 35 hedge funds were net buyers of USAI (13 opened a new position, 22 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. 37% of total institutional value in USAI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 53.

Hedge Fund Ownership: USAI

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

Market Analysis: USAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USAI

-- --

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

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

Signal Freshness measures how much USAI 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 · 80d ago
USAI
nan%
SPY
+13.9%

USAI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
USAI
nan%
SPY
+0.2%

Since the filing became public, USAI outperformed SPY by nan% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: USAI
52 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 52 45 15.56%
13F Shares 1M 1M 3.8%
Total Value $55M $44M 24.77%
New Positions 12 6 +6
Increased Positions 22 18 +4
Closed Positions 5 8 -3
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USAI

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Valuation Measures Data as of: --

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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)

52 + investors

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

QUARTER:
Top 25 USAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sl Advisors, LLC 7.63% 95,895 $4.5M
2 Norris Financial Group, LLC 2.20% 143,475 $6.7M
3 JBR Co Financial Management Inc 1.31% 82,013 $3.1M
4 Magnolia Private Wealth, LLC 0.39% 12,450 $585K
5 Tcfg Wealth Management, LLC 0.31% 17,529 $824K
6 TCFG Investment Advisors, LLC 0.31% 17,529 $824K
7 Investmark Advisory Group LLC 0.12% 6,131 $288K
8 Wealth Management Associates, Inc. 0.12% 7,399 $348K
9 Lodestone Wealth Management LLC 0.09% 4,862 $228K
10 International Assets Investment Management, LLC 0.09% 27,084 $1.2M
11 Insight Advisors, LLC/ PA 0.06% 7,195 $338K
12 Gts Securities LLC 0.04% 24,617 $1.2M
13 Moors & Cabot, Inc. 0.02% 7,822 $368K
14 United Community Bank 0.02% 1,000 $47K
15 Stratos Wealth Advisors, LLC 0.02% 5,346 $251K
16 Independent Financial Group, LLC 0.01% 8,152 $383K
17 Wealthcare Advisory Partners LLC 0.01% 11,853 $557K
18 Cetera Investment Advisers 0.01% 185,607 $8.7M
19 Sigma Planning Corp 0.01% 6,561 $308K
20 Kestra Advisory Services, LLC 0.01% 47,277 $2.2M
21 Prospera Financial Services Inc 0.01% 10,362 $487K
22 Belpointe Asset Management LLC 0.01% 4,492 $211K
23 J.W. Cole Advisors, INC. 0.01% 4,731 $222K
24 CoreCap Advisors, LLC 0.01% 3,348 $157K
25 LPL Financial LLC 0.00% 373,644 $17.6M
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 (USAI)

What does the Smart Money Trend signal show for USAI?

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

More buyers than sellers — 73% buying: Last quarter: 35 funds were net buyers (13 opened a brand new position + 22 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USAI holders?

Strong quality — 37% AUM from major funds: 7 of 53 holders rank in the top 100 by AUM, accounting for 37% 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 USAI?

42% of holders stayed for 2+ years: 22 out of 53 hedge funds have held USAI 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 (USAI) following the 2026 Q1 hedge fund 13F filings?

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