Pacer Swan SOS Moderate (July) ETF (PSMJ) Institutional Ownership $27.69 -0.65 (-2.29%) As of 03/28/2025 01:16 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Moderate (July) ETF (BATS:PSMJ)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$40.35MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$8.04M Get PSMJ Insider Trade Alerts Want to know when executives and insiders are buying or selling Pacer Swan SOS Moderate (July) ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PSMJ Institutional Buying and Selling by Quarter Remove Ads Pacer Swan SOS Moderate (July) ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails3/5/2025 Copley Financial Group Inc.12,874$366K0.3%+38.9%0.460% 2/12/2025 OLD Mission Capital LLC50,367$1.43M0.0%+157.2%2.209% 2/11/2025 LPL Financial LLC47,683$1.36M0.0%-8.2%2.091% 2/11/2025 Swan Global Investments LLC2,287,473$65.03M1.9%-3.3%100.328% 2/10/2025 Commonwealth Equity Services LLC31,417$893K0.0%-6.6%1.378% 1/28/2025 Realta Investment Advisors1,000$29K0.0%-82.9%0.044% 1/22/2025 Pacer Advisors Inc.2,287,473$65.03M0.1%-3.3%100.328% 1/15/2025 Ameritas Advisory Services LLC13,300$378K0.0%N/A0.583% 12/9/2024 Copley Financial Group Inc.9,271$259K0.2%N/A0.407% 11/15/2024 Orion Portfolio Solutions LLC9,271$259K0.0%-32.9%0.407% Get the Latest News and Ratings for PSMJ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Pacer Swan SOS Moderate (July) ETF and its competitors with MarketBeat's FREE daily newsletter. 11/14/2024 Swan Global Investments LLC2,365,762$66.08M2.0%+41.0%103.761% 11/12/2024 Pacer Advisors Inc.2,365,762$66.08M0.1%+41.0%103.761% 10/29/2024 Realta Investment Advisors5,850$165K0.1%-86.3%0.257% 8/13/2024 Pacer Advisors Inc.1,677,756$45.05M0.1%-3.7%73.586% 7/31/2024 Anfield Capital Management LLC14,119$379K0.2%N/A0.619% 4/30/2024 Commonwealth Equity Services LLC35,754$938K0.0%-27.9%1.568% 4/24/2024 Blue Bell Private Wealth Management LLC11,494$301K0.1%-4.2%0.504% 2/12/2024 Swan Global Investments LLC1,478,200$36.85M1.2%+24.7%79.903% 2/6/2024 Lincoln National Corp45,593$1.14M0.0%-8.4%2.464% 1/19/2024 Realta Investment Advisors44,875$1.12M0.3%-1.3%2.426% 1/16/2024 Pacer Advisors Inc.1,478,200$36.85M0.1%+24.7%79.903% 11/13/2023 Kestra Advisory Services LLC41,367$960K0.0%+8.6%2.236% 11/9/2023 Sykon Capital LLC220,831$5.13M2.2%N/A11.937% 11/6/2023 Anfield Capital Management LLC10,369$241K0.1%N/A0.560% 11/6/2023 Lincoln National Corp49,768$1.16M0.0%+80.2%2.690% 10/30/2023 Blue Bell Private Wealth Management LLC12,070$280K0.1%+82.9%0.652% 10/23/2023 Commonwealth Equity Services LLC55,386$1.29M0.0%+11.2%2.994% 8/11/2023 Kestra Advisory Services LLC38,105$899K0.0%-4.8%2.060% 8/7/2023 Lincoln National Corp27,613$651K0.0%+20.0%1.493% 7/12/2023 Pacer Advisors Inc.888,377$20.95M0.1%+13.7%56.226% 5/9/2023 Spire Wealth Management96,342$2.11M0.1%+811.6%6.098% 5/2/2023 Pacer Advisors Inc.781,390$17.09M0.1%-10.6%49.455% 5/2/2023 Lincoln National Corp23,013$503K0.0%N/A1.457% 4/28/2023 Avantax Advisory Services Inc.19,472$426K0.0%-2.7%1.232% 4/28/2023 Ameritas Advisory Services LLC13,300$293K0.0%-5.8%0.842% 4/26/2023 Socha Financial Group LLC136,400$2.98M1.9%-0.6%8.633% 3/20/2023 Socha Financial Group LLC137,279$2.86M2.0%-0.4%8.689% 3/6/2023 OLD Mission Capital LLC19,926$415K0.0%+88.8%0.000% 2/10/2023 Ameritas Advisory Services LLC14,116$294K0.0%N/A0.000% 2/9/2023 True Link Financial Advisors LLC14,400$300K0.0%N/A0.000% Claim Your FREE Protection Guide (Ad)In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code... And since then, "in the know" patriots have quietly used this same "Trump loophole" to shield their life savings from the economic chaos. But with Trump now forcefully bringing back millions of manufacturing jobs from Mexico, China, and the entire BRICS anti-dollar coalition...Click Here to Claim Your FREE Trump 100-Day Strategy Guide Now →2/7/2023 Commonwealth Equity Services LLC59,332$1.23M0.0%-12.6%0.000% 2/6/2023 Pacer Advisors Inc.873,966$18.18M0.1%-2.1%0.000% 2/3/2023 Spire Wealth Management10,568$220K0.0%N/A0.000% 1/31/2023 Kestra Advisory Services LLC41,013$853K0.0%-7.4%0.000% 11/14/2022 OLD Mission Capital LLC10,555$209K0.0%N/A0.000% 11/9/2022 Blue Bell Private Wealth Management LLC6,298$125K0.0%N/A0.000% 11/2/2022 Rockefeller Capital Management L.P.24,693$488K0.0%N/A0.000% 11/1/2022 Kestra Advisory Services LLC44,275$877K0.0%N/A0.000% 10/27/2022 Coastal Investment Advisors Inc.45,275$896K0.2%N/A0.000% 10/18/2022 Pacer Advisors Inc.893,146$17.68M0.1%+4.1%0.000% 5/4/2022 Ameritas Advisory Services LLC19,116$407K0.0%N/A0.000% 5/4/2022 Advisor Group Holdings Inc.34,065$725K0.0%-5.4%0.000% 4/5/2022 Pacer Advisors Inc.600,521$12.78M0.1%+48.5%0.000% 2/3/2022 Advisor Group Holdings Inc.36,018$768K0.0%+101.7%0.000% 2/3/2022 Pacer Advisors Inc.404,486$8.62M0.1%-38.2%0.000% 11/12/2021 OLD Mission Capital LLC48,738$1.00M0.0%N/A0.000% 11/5/2021 Advisory Services Network LLC19,400$398K0.0%N/A0.000% 11/5/2021 Advisor Group Holdings Inc.17,856$367K0.0%N/A0.000% (Data available from 1/1/2016 forward)Remove Ads PSMJ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PSMJ shares? During the previous two years, 17 institutional investors and hedge funds held shares of Pacer Swan SOS Moderate (July) ETF. The most heavily invested institutionals were Swan Global Investments LLC ($65.03M), Pacer Advisors Inc. ($65.03M), Sykon Capital LLC ($5.13M), Socha Financial Group LLC ($2.98M), Spire Wealth Management ($2.11M), OLD Mission Capital LLC ($1.43M), and LPL Financial LLC ($1.36M).Learn more on PSMJ's institutional investors. Which institutional investors have been buying Pacer Swan SOS Moderate (July) ETF stock? Of the 12 institutional investors that purchased Pacer Swan SOS Moderate (July) ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($1.09M), Swan Global Investments LLC ($981.07K), Sykon Capital LLC ($220.83K), Spire Wealth Management ($85.77K), Lincoln National Corp ($49.77K), OLD Mission Capital LLC ($30.79K), and Anfield Capital Management LLC ($24.49K). How much institutional buying is happening at Pacer Swan SOS Moderate (July) ETF? Institutional investors have bought a total of 2,521,279 shares in the last 24 months. This purchase volume represents approximately $66.18M in transactions. Which Pacer Swan SOS Moderate (July) ETF major shareholders have been selling company stock? Of the 12 institutional investors that sold Pacer Swan SOS Moderate (July) ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pacer Advisors Inc. ($234.95K), Swan Global Investments LLC ($78.29K), Realta Investment Advisors ($42.35K), Commonwealth Equity Services LLC ($16.05K), Orion Portfolio Solutions LLC ($4.55K), LPL Financial LLC ($4.28K), and Lincoln National Corp ($4.18K). How much institutional selling is happening at Pacer Swan SOS Moderate (July) ETF? Institutional investors have sold a total of 389,305 shares in the last 24 months. This volume of shares sold represents approximately $10.28M in transactions. Related Companies AllianzIM U.S. Large Cap Buffer20 Mar ETF Major Shareholders AllianzIM U.S. Large Cap Buffer20 Sep ETF Major Shareholders TrueShares Structured Outcome (December) ETF Major Shareholders Pacer Swan SOS Moderate (April) ETF Major Shareholders Innovator Growth-100 Power Buffer ETF - December Major Shareholders Virtus Terranova U.S. Quality Momentum ETF Major Shareholders Innovator Buffer Step-Up Strategy ETF Major Shareholders First Trust Multi-Manager Large Growth ETF Major Shareholders Direxion Daily Concentrated Qs Bull 2X Shares Major Shareholders AllianzIM U.S. Large Cap Buffer20 Nov ETF Major Shareholders This page (BATS:PSMJ) was last updated on 3/30/2025 by MarketBeat.com Staff From Our PartnersClaim Your FREE Protection GuideIn the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...American Alternative | SponsoredThe Dirty Secret About Gold Mining Stocks...Here's something most gold analysts won't tell you: 90% of gold mining companies actually destroy sharehold...Golden Portfolio | SponsoredNew “Trump” currency proposed in DCAccording to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...Paradigm Press | SponsoredNvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry."If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk...Brownstone Research | SponsoredTrump doesn’t give a damnPorter Stansberry: “I met with Trump’s biggest backers… they’re scooping up these 10 stocks” I recently met...Porter & Company | SponsoredElon’s ‘Strike Squad’ sends these 9 stocks soaring?Elon Musk's DOGE 'strike squad' just revealed it's speeding up the rollout of a radical technology across the ...Altimetry | SponsoredDoomed: These 50 Stocks Will Die Under Trump’s MAGA policies.Remember Kodak? Sears? Circuit City? They all failed to adapt to the changing times. Now, history is abo...Banyan Hill Publishing | SponsoredMan Who Predicted 2008 Crash: “Move your money out of stocks TODAY”Could the recent tech sell-off indicate a looming market crash? Nvidia dropped 30% from its high... Pala...Behind the Markets | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Pacer Swan SOS Moderate (July) ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Pacer Swan SOS Moderate (July) ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.