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Pacer Swan SOS Flex (January) ETF (PSFD) Institutional Ownership

$35.69 +0.36 (+1.01%)
As of 08/22/2025 01:23 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Flex (January) ETF (BATS:PSFD)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.68M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$9.07M
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PSFD Institutional Buying and Selling by Quarter

Pacer Swan SOS Flex (January) ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Camarda Financial Advisors LLC77,994$2.70M1.1%+3.6%5.098%
8/1/2025 Envestnet Asset Management Inc.80,295$2.78M0.0%+1.2%5.248%
7/29/2025 Swan Global Investments LLC678,347$23.52M0.7%-8.1%44.336%
5/15/2025 OLD Mission Capital LLC6,800$221K0.0%N/A0.439%
5/13/2025 Financial Network Wealth Advisors LLC18,691$607K0.8%+122.7%1.206%
5/12/2025 Townsquare Capital LLC22,189$720K0.0%+45.0%1.432%
5/6/2025 Pacer Advisors Inc.738,485$23.97M0.1%-2.6%47.644%
5/6/2025 Cetera Investment Advisers6,500$211K0.0%-13.3%0.419%
4/29/2025 Envestnet Asset Management Inc.79,380$2.58M0.0%-3.5%5.121%
2/17/2025 Citadel Advisors LLC14,718$487K0.0%N/A1.015%
2/13/2025 Envestnet Asset Management Inc.82,266$2.72M0.0%-11.0%5.674%
2/11/2025 LPL Financial LLC19,642$650K0.0%+65.3%1.355%
2/11/2025 Swan Global Investments LLC757,845$25.08M0.7%-3.3%52.265%
1/22/2025 Pacer Advisors Inc.757,845$25.08M0.1%-3.3%52.265%
11/15/2024 Wolverine Trading LLC9,281$300K0.0%+12.8%0.640%
11/14/2024 Rockefeller Capital Management L.P.30,000$971K0.0%-4.8%2.069%
11/14/2024 Swan Global Investments LLC783,774$25.36M0.8%-7.2%54.053%
11/12/2024 Pacer Advisors Inc.783,774$25.36M0.1%-7.2%54.053%
10/9/2024 Fermata Advisors LLC27,916$903K0.2%-16.4%1.925%
8/13/2024 Pacer Advisors Inc.844,866$26.58M0.1%-1.8%58.267%
8/8/2024 Envestnet Asset Management Inc.101,215$3.18M0.0%+1.1%6.980%
7/31/2024 Commonwealth Equity Services LLC15,254$480K0.0%-5.1%1.052%
7/13/2024 Fermata Advisors LLC33,385$1.05M0.2%N/A2.302%
2/15/2024 Financial Network Wealth Advisors LLC15,225$440K0.5%N/A2.538%
2/12/2024 Swan Global Investments LLC497,093$14.36M0.5%+34.6%82.849%
1/16/2024 Pacer Advisors Inc.497,093$14.36M0.0%+34.6%82.849%
10/23/2023 Commonwealth Equity Services LLC14,395$381K0.0%-21.4%2.399%
7/13/2023 Cambridge Investment Research Advisors Inc.20,126$542K0.0%-31.7%3.659%
7/12/2023 Pacer Advisors Inc.331,754$8.93M0.0%+16.8%60.319%
5/2/2023 Pacer Advisors Inc.283,995$7.19M0.0%-13.2%51.635%
4/25/2023 Parallel Advisors LLC1,261$32K0.0%-53.3%0.229%
4/12/2023 Worth Asset Management LLC2,230$56K0.0%N/A0.405%
3/6/2023 OLD Mission Capital LLC27,063$646K0.0%N/A0.000%
2/10/2023 Advisor Group Holdings Inc.86,554$2.07M0.0%-63.9%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.20,310$485K0.0%-7.7%0.000%
2/7/2023 Commonwealth Equity Services LLC18,750$447K0.0%-5.2%0.000%
2/7/2023 Envestnet Asset Management Inc.77,013$1.84M0.0%N/A0.000%
2/6/2023 Pacer Advisors Inc.327,169$7.81M0.0%-2.1%0.000%
1/11/2023 Accurate Wealth Management LLC1,200$29K0.0%N/A0.000%
10/18/2022 Pacer Advisors Inc.334,196$7.16M0.0%-6.7%0.000%
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10/17/2022 Cambridge Investment Research Advisors Inc.22,014$472K0.0%-4.3%0.000%
8/12/2022 Axxcess Wealth Management LLC60,600$1.31M0.1%+1.0%0.000%
8/11/2022 Cetera Investment Advisers9,830$212K0.0%+8.9%0.000%
8/8/2022 TownSquare Capital LLC14,335$310K0.0%N/A0.000%
8/5/2022 OLD Mission Capital LLC32,042$692K0.0%N/A0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.23,001$497K0.0%-42.3%0.000%
5/4/2022 Advisor Group Holdings Inc.590,090$14.18M0.0%+38.6%0.000%
5/4/2022 Commonwealth Equity Services LLC19,770$474K0.0%+22.9%0.000%
4/28/2022 Parallel Advisors LLC2,700$65K0.0%-44.9%0.000%
4/21/2022 Blue Bell Private Wealth Management LLC1,500$36K0.0%N/A0.000%
4/5/2022 Pacer Advisors Inc.363,305$8.73M0.1%+64.9%0.000%
2/10/2022 OLD Mission Capital LLC19,858$489K0.0%+21.0%0.000%
2/3/2022 Cambridge Investment Research Advisors Inc.46,714$1.15M0.0%N/A0.000%
2/3/2022 Advisor Group Holdings Inc.425,658$10.49M0.0%+51,122.4%0.000%
2/3/2022 Pacer Advisors Inc.220,370$5.43M0.1%+548.8%0.000%
1/31/2022 Commonwealth Equity Services LLC16,080$396K0.0%N/A0.000%
11/12/2021 OLD Mission Capital LLC16,416$382K0.0%N/A0.000%
10/15/2021 Pacer Advisors Inc.33,966$790K0.0%N/A0.000%
8/6/2021 Parallel Advisors LLC2,500$58K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

PSFD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSFD shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Pacer Swan SOS Flex (January) ETF. The most heavily invested institutionals were Pacer Advisors Inc. ($23.97M), Swan Global Investments LLC ($23.52M), Envestnet Asset Management Inc. ($2.78M), Camarda Financial Advisors LLC ($2.70M), Rockefeller Capital Management L.P. ($971K), Fermata Advisors LLC ($903K), and Townsquare Capital LLC ($720K).Learn more on Pacer Swan SOS Flex (January) ETF's institutional investors.

Which institutional investors have been buying Pacer Swan SOS Flex (January) ETF's stock?

Of the 11 institutional investors that purchased Pacer Swan SOS Flex (January) ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($127.81K), Swan Global Investments LLC ($127.81K), Fermata Advisors LLC ($33.39K), Financial Network Wealth Advisors LLC ($25.52K), Citadel Advisors LLC ($14.72K), LPL Financial LLC ($7.76K), and Townsquare Capital LLC ($6.89K).

How much institutional buying is happening at Pacer Swan SOS Flex (January) ETF?

Institutional investors have bought a total of 51,162 shares in the last 24 months. This purchase volume represents approximately $1.68M in transactions.

Which of Pacer Swan SOS Flex (January) ETF's major shareholders have been selling company stock?

The following institutional investors have sold Pacer Swan SOS Flex (January) ETF stock in the last 24 months: Swan Global Investments LLC ($147.16K), Pacer Advisors Inc. ($106.38K), Envestnet Asset Management Inc. ($13.10K), Fermata Advisors LLC ($5.47K), Rockefeller Capital Management L.P. ($1.50K), and Cetera Investment Advisers ($1K).

How much institutional selling is happening at Pacer Swan SOS Flex (January) ETF?

Institutional investors have sold a total of 274,610 shares in the last 24 months. This volume of shares sold represents approximately $9.07M in transactions.



This page (BATS:PSFD) was last updated on 8/24/2025 by MarketBeat.com Staff
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