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Pacer Swan SOS Moderate (July) ETF (PSMJ) Institutional Ownership

$28.69 -0.05 (-0.17%)
(As of 12/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Moderate (July) ETF (BATS:PSMJ)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$53.60M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.37M
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PSMJ Institutional Buying and Selling by Quarter

Pacer Swan SOS Moderate (July) ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
4/30/2024Commonwealth 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%
10/23/2023Commonwealth 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%
2/7/2023Commonwealth 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%
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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)

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), Anfield Capital Management LLC ($24.49K), and True Link Financial Advisors LLC ($14.40K).

How much institutional buying is happening at Pacer Swan SOS Moderate (July) ETF?

Institutional investors have bought a total of 2,522,045 shares in the last 24 months. This purchase volume represents approximately $65.83M 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.



This page (BATS:PSMJ) was last updated on 12/18/2024 by MarketBeat.com Staff
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