Pacer Swan SOS Moderate (July) ETF (PSMJ) Institutional Ownership $28.90 +0.22 (+0.76%) As of 01/21/2025 02:23 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnership Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Moderate (July) ETF (BATS:PSMJ)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$46.67MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$3.36M 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 Pacer Swan SOS Moderate (July) ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/15/2025 Ameritas Advisory Services LLC13,300$378K0.0%N/A0.583% 12/9/2024Copley Financial Group Inc.9,271$259K0.2%N/A0.407% 11/15/2024Orion Portfolio Solutions LLC9,271$259K0.0%-32.9%0.407% 11/14/2024Swan Global Investments LLC2,365,762$66.08M2.0%+41.0%103.761% 11/12/2024Pacer Advisors Inc.2,365,762$66.08M0.1%+41.0%103.761% 10/29/2024Realta Investment Advisors5,850$165K0.1%-86.3%0.257% 8/13/2024Pacer Advisors Inc.1,677,756$45.05M0.1%-3.7%73.586% 7/31/2024Anfield Capital Management LLC14,119$379K0.2%N/A0.619% 4/30/2024Commonwealth Equity Services LLC35,754$938K0.0%-27.9%1.568% 4/24/2024Blue Bell Private Wealth Management LLC11,494$301K0.1%-4.2%0.504% 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. 2/12/2024Swan Global Investments LLC1,478,200$36.85M1.2%+24.7%79.903% 2/6/2024Lincoln National Corp45,593$1.14M0.0%-8.4%2.464% 1/19/2024Realta Investment Advisors44,875$1.12M0.3%-1.3%2.426% 1/16/2024Pacer Advisors Inc.1,478,200$36.85M0.1%+24.7%79.903% 11/13/2023Kestra Advisory Services LLC41,367$960K0.0%+8.6%2.236% 11/9/2023Sykon Capital LLC220,831$5.13M2.2%N/A11.937% 11/6/2023Anfield Capital Management LLC10,369$241K0.1%N/A0.560% 11/6/2023Lincoln National Corp49,768$1.16M0.0%+80.2%2.690% 10/30/2023Blue Bell Private Wealth Management LLC12,070$280K0.1%+82.9%0.652% 10/23/2023Commonwealth Equity Services LLC55,386$1.29M0.0%+11.2%2.994% 8/11/2023Kestra Advisory Services LLC38,105$899K0.0%-4.8%2.060% 8/7/2023Lincoln National Corp27,613$651K0.0%+20.0%1.493% 7/12/2023Pacer Advisors Inc.888,377$20.95M0.1%+13.7%56.226% 5/9/2023Spire Wealth Management96,342$2.11M0.1%+811.6%6.098% 5/2/2023Pacer Advisors Inc.781,390$17.09M0.1%-10.6%49.455% 5/2/2023Lincoln National Corp23,013$503K0.0%N/A1.457% 4/28/2023Avantax 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% 4/26/2023Socha Financial Group LLC136,400$2.98M1.9%-0.6%8.633% 3/20/2023Socha Financial Group LLC137,279$2.86M2.0%-0.4%8.689% 3/6/2023OLD 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% 2/7/2023Commonwealth Equity Services LLC59,332$1.23M0.0%-12.6%0.000% 2/6/2023Pacer Advisors Inc.873,966$18.18M0.1%-2.1%0.000% 2/3/2023Spire Wealth Management10,568$220K0.0%N/A0.000% 1/31/2023Kestra Advisory Services LLC41,013$853K0.0%-7.4%0.000% 11/14/2022OLD Mission Capital LLC10,555$209K0.0%N/A0.000% 11/9/2022Blue Bell Private Wealth Management LLC6,298$125K0.0%N/A0.000% 11/2/2022Rockefeller Capital Management L.P.24,693$488K0.0%N/A0.000% Do this Before Elon’s Reveal on January 29th (Ad)Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.I urge you to watch this video now. 11/1/2022Kestra Advisory Services LLC44,275$877K0.0%N/A0.000% 10/27/2022Coastal Investment Advisors Inc.45,275$896K0.2%N/A0.000% 10/18/2022Pacer Advisors Inc.893,146$17.68M0.1%+4.1%0.000% 5/4/2022 Ameritas Advisory Services LLC19,116$407K0.0%N/A0.000% 5/4/2022Advisor Group Holdings Inc.34,065$725K0.0%-5.4%0.000% 4/5/2022Pacer Advisors Inc.600,521$12.78M0.1%+48.5%0.000% 2/3/2022Advisor Group Holdings Inc.36,018$768K0.0%+101.7%0.000% 2/3/2022Pacer Advisors Inc.404,486$8.62M0.1%-38.2%0.000% 11/12/2021OLD Mission Capital LLC48,738$1.00M0.0%N/A0.000% 11/5/2021Advisory Services Network LLC19,400$398K0.0%N/A0.000% 11/5/2021Advisor Group Holdings Inc.17,856$367K0.0%N/A0.000% (Data available from 1/1/2016 forward) 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 ($66.08M), Pacer Advisors Inc. ($66.08M), Sykon Capital LLC ($5.13M), Socha Financial Group LLC ($2.98M), Spire Wealth Management ($2.11M), Lincoln National Corp ($1.14M), and Kestra Advisory Services LLC ($960K).Learn more on PSMJ's institutional investors. Which institutional investors have been buying Pacer Swan SOS Moderate (July) ETF stock? Of the 13 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 ($96.34K), Lincoln National Corp ($49.77K), Ameritas Advisory Services LLC ($27.42K), 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 2,535,345 shares in the last 24 months. This purchase volume represents approximately $66.21M in transactions. Which Pacer Swan SOS Moderate (July) ETF major shareholders have been selling company stock? Of the 10 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. ($175.84K), Realta Investment Advisors ($37.50K), Commonwealth Equity Services LLC ($22.35K), Kestra Advisory Services LLC ($5.19K), Orion Portfolio Solutions LLC ($4.55K), Lincoln National Corp ($4.18K), and Socha Financial Group LLC ($1.46K). How much institutional selling is happening at Pacer Swan SOS Moderate (July) ETF? Institutional investors have sold a total of 252,921 shares in the last 24 months. This volume of shares sold represents approximately $6.15M in transactions. Related Companies Direxion Daily Concentrated Qs Bull 2X Shares Major Shareholders AB US Low Volatility Equity ETF Major Shareholders Pacer Swan SOS Moderate (January) ETF Major Shareholders Innovator U.S. Equity Ultra Buffer ETF - March Major Shareholders Virtus Terranova U.S. Quality Momentum ETF Major Shareholders Innovator Equity Defined Protection ETF 1 Yr August Major Shareholders ProShares Nasdaq-100 High Income ETF Major Shareholders TrueShares Structured Outcome (December) ETF Major Shareholders First Trust Multi-Manager Large Growth ETF Major Shareholders AllianzIM U.S. Large Cap Buffer20 Sep ETF Major Shareholders This page (BATS:PSMJ) was last updated on 1/22/2025 by MarketBeat.com Staff From Our PartnersBill Gates’ is about to mint millionaires (again) with Stargate.This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredDid You See Trump’s Manhattan Project Bombshell?This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...Banyan Hill Publishing | SponsoredTrump currency shock imminentTrump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...Stansberry Research | SponsoredJanuary 29th - the next big trading catalyst to watch Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...Timothy Sykes | SponsoredElon’s #1 AI Stock” SET TO SOARForget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.Behind the Markets | SponsoredI was wrong. Dead wrong. I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...Porter & Company | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowCrypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...Crypto Swap Profits | SponsoredThe Crypto Secret Wall Street Doesn’t Want You to KnowThe Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...Crypto 101 Media | 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.