Pacer Swan SOS Moderate (January) ETF (PSMD) Institutional Ownership $31.18 +0.53 (+1.72%) As of 08/22/2025 03:59 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 (January) ETF (BATS:PSMD)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$13.31MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$22.85M Get PSMD Insider Trade Alerts Want to know when executives and insiders are buying or selling Pacer Swan SOS Moderate (January) 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 PSMD Institutional Buying and Selling by Quarter Pacer Swan SOS Moderate (January) ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/11/2025 Anfield Capital Management LLC49,377$1.50M0.5%-11.0%1.703% 7/29/2025 Swan Global Investments LLC2,249,521$68.45M1.9%-8.1%77.570% 7/7/2025 Insight Wealth Strategies LLC10,813$329K0.0%+41.1%0.373% 5/14/2025 Kestra Advisory Services LLC368,849$10.58M0.1%+7.9%12.295% 5/13/2025 Anfield Capital Management LLC55,450$1.59M0.6%-1.8%1.848% 5/6/2025 Pacer Advisors Inc.2,448,997$70.23M0.2%+19.6%79.000% 5/6/2025 Avantax Advisory Services Inc.11,073$318K0.0%+33.0%0.357% 4/3/2025 Insight Wealth Strategies LLC7,662$220K0.0%N/A0.243% 2/17/2025 Wolverine Trading LLC8,232$240K0.0%-69.0%0.302% 2/17/2025 Citadel Advisors LLC10,117$295K0.0%-52.4%0.371% Get the Latest News and Ratings for PSMD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Pacer Swan SOS Moderate (January) ETF and its competitors with MarketBeat's FREE daily newsletter. 2/11/2025 LPL Financial LLC14,028$409K0.0%+29.5%0.514% 2/11/2025 Swan Global Investments LLC2,047,780$59.65M1.7%-3.3%75.010% 2/10/2025 Commonwealth Equity Services LLC13,082$381K0.0%-30.4%0.479% 2/6/2025 Bravias Capital Group LLC20,368$603K0.5%N/A0.746% 2/5/2025 Anfield Capital Management LLC56,444$1.64M0.6%-2.0%2.068% 1/22/2025 Pacer Advisors Inc.2,047,780$59.65M0.1%-3.3%75.010% 11/15/2024 Wolverine Trading LLC26,597$759K0.0%-72.4%0.974% 11/14/2024 Swan Global Investments LLC2,117,868$60.47M1.8%-7.2%77.578% 11/12/2024 Pacer Advisors Inc.2,117,868$60.48M0.1%-7.2%77.578% 8/13/2024 Pacer Advisors Inc.2,282,990$63.54M0.1%-1.8%83.626% 7/31/2024 Anfield Capital Management LLC64,648$1.80M0.9%N/A2.368% 7/31/2024 Commonwealth Equity Services LLC19,681$548K0.0%-75.4%0.721% 5/8/2024 Avantax Advisory Services Inc.8,323$225K0.0%-17.6%0.305% 4/29/2024 Commonwealth Equity Services LLC79,907$2.16M0.0%+46.7%2.927% 4/17/2024 Cornerstone Wealth Group LLC7,724$209K0.0%N/A0.283% 2/12/2024 Swan Global Investments LLC1,344,789$34.74M1.1%+33.7%107.583% 2/7/2024 Avantax Advisory Services Inc.10,098$261K0.0%-12.9%0.808% 2/2/2024 Anfield Capital Management LLC29,259$756K0.4%-2.4%2.341% 1/16/2024 Pacer Advisors Inc.1,344,789$34.74M0.1%+33.7%107.583% 11/8/2023 Avantax Advisory Services Inc.11,598$282K0.0%-8.5%0.928% 11/6/2023 Anfield Capital Management LLC29,990$728K0.3%-62.1%2.399% 10/23/2023 Commonwealth Equity Services LLC55,888$1.36M0.0%-1.8%4.471% 8/10/2023 Commonwealth Equity Services LLC56,885$1.39M0.0%-10.3%4.551% 7/12/2023 Pacer Advisors Inc.905,050$22.13M0.1%+16.5%82.277% 5/8/2023 Blue Bell Private Wealth Management LLC1,500$35K0.0%N/A0.136% 5/2/2023 Pacer Advisors Inc.777,017$18M0.1%-1.6%70.638% 2/6/2023 Pacer Advisors Inc.789,910$17.37M0.1%-2.0%0.000% 10/18/2022 Pacer Advisors Inc.806,388$16.48M0.1%-6.9%0.000% 8/5/2022 OLD Mission Capital LLC17,186$356K0.0%+36.1%0.000% 5/4/2022 Advisor Group Holdings Inc.64,202$1.45M0.0%+238.6%0.000% The Coin That Could Define Trump’s Crypto Presidency (Ad)When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”Discover the coin that could define Trump’s crypto presidency.4/27/2022 Avantax Advisory Services Inc.12,795$288K0.0%N/A0.000% 4/5/2022 Pacer Advisors Inc.878,691$19.82M0.2%+64.6%0.000% 2/3/2022 Advisor Group Holdings Inc.18,962$437K0.0%+1,161.6%0.000% 2/3/2022 Pacer Advisors Inc.533,842$12.29M0.1%+581.9%0.000% 11/12/2021 OLD Mission Capital LLC52,825$1.18M0.0%N/A0.000% 11/5/2021 Advisor Group Holdings Inc.1,503$33K0.0%N/A0.000% 10/15/2021 Pacer Advisors Inc.78,282$1.75M0.0%N/A0.000% 8/12/2021 Advisory Services Network LLC8,500$189K0.0%N/A0.000% (Data available from 1/1/2016 forward) PSMD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PSMD shares? During the previous two years, 12 institutional investors and hedge funds held shares of Pacer Swan SOS Moderate (January) ETF. The most heavily invested institutionals were Pacer Advisors Inc. ($70.23M), Swan Global Investments LLC ($68.45M), Kestra Advisory Services LLC ($10.58M), Anfield Capital Management LLC ($1.50M), Bravias Capital Group LLC ($603K), LPL Financial LLC ($409K), and Commonwealth Equity Services LLC ($381K).Learn more on Pacer Swan SOS Moderate (January) ETF's institutional investors. Which institutional investors have been buying Pacer Swan SOS Moderate (January) ETF's stock? Of the 10 institutional investors that purchased Pacer Swan SOS Moderate (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. ($739.87K), Swan Global Investments LLC ($338.65K), Anfield Capital Management LLC ($64.65K), Kestra Advisory Services LLC ($27.13K), Commonwealth Equity Services LLC ($25.43K), Bravias Capital Group LLC ($20.37K), and Insight Wealth Strategies LLC ($10.81K). How much institutional buying is happening at Pacer Swan SOS Moderate (January) ETF? Institutional investors have bought a total of 465,474 shares in the last 24 months. This purchase volume represents approximately $13.31M in transactions. Which of Pacer Swan SOS Moderate (January) ETF's major shareholders have been selling company stock? The following institutional investors have sold Pacer Swan SOS Moderate (January) ETF stock in the last 24 months: Swan Global Investments LLC ($434.69K), Pacer Advisors Inc. ($235.21K), Wolverine Trading LLC ($88.01K), Citadel Advisors LLC ($11.15K), Anfield Capital Management LLC ($8.20K), and Commonwealth Equity Services LLC ($5.71K). How much institutional selling is happening at Pacer Swan SOS Moderate (January) ETF? Institutional investors have sold a total of 782,968 shares in the last 24 months. This volume of shares sold represents approximately $22.85M in transactions. 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