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

$30.01
-0.09 (-0.30%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Flex (January) ETF (BATS:PSFD)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$9.11M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.45M
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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
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%
7/13/2023 Cambridge 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%
4/12/2023 Worth 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%
2/8/2023 Cambridge 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%
1/11/2023 Accurate Wealth Management LLC1,200$29K0.0%N/A0.000%
10/18/2022Pacer Advisors Inc.334,196$7.16M0.0%-6.7%0.000%
10/17/2022 Cambridge 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%
8/8/2022TownSquare Capital LLC14,335$310K0.0%N/A0.000%
8/5/2022OLD Mission Capital LLC32,042$692K0.0%N/A0.000%
7/13/2022 Cambridge 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%
4/21/2022 Blue 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%
2/3/2022 Cambridge 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 ($14.36M), Pacer Advisors Inc. ($14.36M), Advisor Group Holdings Inc. ($2.07M), Envestnet Asset Management Inc. ($1.84M), Axxcess Wealth Management LLC ($1.31M), OLD Mission Capital LLC ($646K), and Cambridge Investment Research Advisors Inc. ($542K).Learn more on PSFD's institutional investors.

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

Of the 12 institutional investors that purchased Pacer Swan SOS Flex (January) ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($175.57K), Advisor Group Holdings Inc. ($164.43K), Swan Global Investments LLC ($127.81K), Envestnet Asset Management Inc. ($77.01K), OLD Mission Capital LLC ($59.11K), Financial Network Wealth Advisors LLC ($15.23K), and TownSquare Capital LLC ($14.34K).

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

Institutional investors have bought a total of 642,017 shares in the last 24 months. This purchase volume represents approximately $16.75M in transactions.

Which Pacer Swan SOS Flex (January) ETF 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: Advisor Group Holdings Inc. ($153.29K), Pacer Advisors Inc. ($74.16K), Cambridge Investment Research Advisors Inc. ($28.89K), Commonwealth Equity Services LLC ($4.95K), and Parallel Advisors LLC ($3.64K).

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

Institutional investors have sold a total of 264,922 shares in the last 24 months. This volume of shares sold represents approximately $6.33M in transactions.


This page (BATS:PSFD) was last updated on 4/26/2024 by MarketBeat.com Staff

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