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

$34.86 +0.84 (+2.48%)
As of 07/3/2025 12:09 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)
$2.64M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$7.51M
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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
5/15/2025OLD Mission Capital LLC6,800$221K0.0%N/A0.439%
5/13/2025Financial Network Wealth Advisors LLC18,691$607K0.8%+122.7%1.206%
5/12/2025Townsquare Capital LLC22,189$720K0.0%+45.0%1.432%
5/6/2025Pacer Advisors Inc.738,485$23.97M0.1%-2.6%47.644%
5/6/2025Cetera Investment Advisers6,500$211K0.0%-13.3%0.419%
4/29/2025Envestnet Asset Management Inc.79,380$2.58M0.0%-3.5%5.121%
2/17/2025Citadel Advisors LLC14,718$487K0.0%N/A1.015%
2/13/2025Envestnet Asset Management Inc.82,266$2.72M0.0%-11.0%5.674%
2/11/2025LPL Financial LLC19,642$650K0.0%+65.3%1.355%
2/11/2025Swan Global Investments LLC757,845$25.08M0.7%-3.3%52.265%
1/22/2025Pacer Advisors Inc.757,845$25.08M0.1%-3.3%52.265%
11/15/2024Wolverine Trading LLC9,281$300K0.0%+12.8%0.640%
11/14/2024Rockefeller Capital Management L.P.30,000$971K0.0%-4.8%2.069%
11/14/2024Swan Global Investments LLC783,774$25.36M0.8%-7.2%54.053%
11/12/2024Pacer Advisors Inc.783,774$25.36M0.1%-7.2%54.053%
10/9/2024Fermata Advisors LLC27,916$903K0.2%-16.4%1.925%
8/13/2024Pacer Advisors Inc.844,866$26.58M0.1%-1.8%58.267%
8/8/2024Envestnet Asset Management Inc.101,215$3.18M0.0%+1.1%6.980%
7/31/2024Commonwealth Equity Services LLC15,254$480K0.0%-5.1%1.052%
7/13/2024Fermata Advisors LLC33,385$1.05M0.2%N/A2.302%
2/15/2024Financial Network Wealth Advisors LLC15,225$440K0.5%N/A2.538%
2/12/2024Swan Global Investments LLC497,093$14.36M0.5%+34.6%82.849%
1/16/2024Pacer Advisors Inc.497,093$14.36M0.0%+34.6%82.849%
10/23/2023Commonwealth Equity Services LLC14,395$381K0.0%-21.4%2.399%
7/13/2023Cambridge Investment Research Advisors Inc.20,126$542K0.0%-31.7%3.659%
7/12/2023Pacer Advisors Inc.331,754$8.93M0.0%+16.8%60.319%
5/2/2023Pacer Advisors Inc.283,995$7.19M0.0%-13.2%51.635%
4/25/2023Parallel Advisors LLC1,261$32K0.0%-53.3%0.229%
4/12/2023Worth Asset Management LLC2,230$56K0.0%N/A0.405%
3/6/2023OLD Mission Capital LLC27,063$646K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.86,554$2.07M0.0%-63.9%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.20,310$485K0.0%-7.7%0.000%
2/7/2023Commonwealth Equity Services LLC18,750$447K0.0%-5.2%0.000%
2/7/2023Envestnet Asset Management Inc.77,013$1.84M0.0%N/A0.000%
2/6/2023Pacer Advisors Inc.327,169$7.81M0.0%-2.1%0.000%
1/11/2023Accurate Wealth Management LLC1,200$29K0.0%N/A0.000%
10/18/2022Pacer Advisors Inc.334,196$7.16M0.0%-6.7%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.22,014$472K0.0%-4.3%0.000%
8/12/2022Axxcess Wealth Management LLC60,600$1.31M0.1%+1.0%0.000%
8/11/2022Cetera Investment Advisers9,830$212K0.0%+8.9%0.000%
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8/8/2022TownSquare Capital LLC14,335$310K0.0%N/A0.000%
8/5/2022OLD Mission Capital LLC32,042$692K0.0%N/A0.000%
7/13/2022Cambridge Investment Research Advisors Inc.23,001$497K0.0%-42.3%0.000%
5/4/2022Advisor Group Holdings Inc.590,090$14.18M0.0%+38.6%0.000%
5/4/2022Commonwealth Equity Services LLC19,770$474K0.0%+22.9%0.000%
4/28/2022Parallel Advisors LLC2,700$65K0.0%-44.9%0.000%
4/21/2022Blue Bell Private Wealth Management LLC1,500$36K0.0%N/A0.000%
4/5/2022Pacer Advisors Inc.363,305$8.73M0.1%+64.9%0.000%
2/10/2022OLD Mission Capital LLC19,858$489K0.0%+21.0%0.000%
2/3/2022Cambridge Investment Research Advisors Inc.46,714$1.15M0.0%N/A0.000%
2/3/2022Advisor Group Holdings Inc.425,658$10.49M0.0%+51,122.4%0.000%
2/3/2022Pacer Advisors Inc.220,370$5.43M0.1%+548.8%0.000%
1/31/2022Commonwealth Equity Services LLC16,080$396K0.0%N/A0.000%
11/12/2021OLD Mission Capital LLC16,416$382K0.0%N/A0.000%
10/15/2021Pacer Advisors Inc.33,966$790K0.0%N/A0.000%
8/6/2021Parallel 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 Swan Global Investments LLC ($25.08M), Pacer Advisors Inc. ($23.97M), Envestnet Asset Management Inc. ($2.58M), Rockefeller Capital Management L.P. ($971K), Fermata Advisors LLC ($903K), Townsquare Capital LLC ($720K), and LPL Financial LLC ($650K).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 10 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. ($175.57K), 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 81,975 shares in the last 24 months. This purchase volume represents approximately $2.64M 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: Pacer Advisors Inc. ($122.18K), Swan Global Investments LLC ($87.02K), Envestnet Asset Management Inc. ($13.10K), Fermata Advisors LLC ($5.47K), Rockefeller Capital Management L.P. ($1.50K), Cetera Investment Advisers ($1K), and Commonwealth Equity Services LLC ($823.00).

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

Institutional investors have sold a total of 231,093 shares in the last 24 months. This volume of shares sold represents approximately $7.51M in transactions.



This page (BATS:PSFD) was last updated on 7/6/2025 by MarketBeat.com Staff
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