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Pacer Swan SOS Moderate (January) ETF (PSMD) Institutional Ownership

Pacer Swan SOS Moderate (January) ETF logo
$31.41 +0.76 (+2.49%)
As of 09/12/2025 03:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Moderate (January) ETF (BATS:PSMD)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$13.31M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$22.98M
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PSMD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.54,548$1.66M0.0%-7.1%1.881%
8/11/2025 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%
5/14/2025Kestra Advisory Services LLC368,849$10.58M0.1%+7.9%12.295%
5/13/2025Anfield Capital Management LLC55,450$1.59M0.6%-1.8%1.848%
5/6/2025Pacer Advisors Inc.2,448,997$70.23M0.2%+19.6%79.000%
5/6/2025Avantax Advisory Services Inc.11,073$318K0.0%+33.0%0.357%
4/3/2025Insight Wealth Strategies LLC7,662$220K0.0%N/A0.243%
2/17/2025Wolverine Trading LLC8,232$240K0.0%-69.0%0.302%
2/17/2025Citadel Advisors LLC10,117$295K0.0%-52.4%0.371%
2/11/2025LPL Financial LLC14,028$409K0.0%+29.5%0.514%
2/11/2025Swan Global Investments LLC2,047,780$59.65M1.7%-3.3%75.010%
2/10/2025Commonwealth Equity Services LLC13,082$381K0.0%-30.4%0.479%
2/6/2025Bravias Capital Group LLC20,368$603K0.5%N/A0.746%
2/5/2025Anfield Capital Management LLC56,444$1.64M0.6%-2.0%2.068%
1/22/2025Pacer Advisors Inc.2,047,780$59.65M0.1%-3.3%75.010%
11/15/2024Wolverine Trading LLC26,597$759K0.0%-72.4%0.974%
11/14/2024Swan Global Investments LLC2,117,868$60.47M1.8%-7.2%77.578%
11/12/2024Pacer Advisors Inc.2,117,868$60.48M0.1%-7.2%77.578%
8/13/2024Pacer Advisors Inc.2,282,990$63.54M0.1%-1.8%83.626%
7/31/2024Anfield Capital Management LLC64,648$1.80M0.9%N/A2.368%
7/31/2024Commonwealth Equity Services LLC19,681$548K0.0%-75.4%0.721%
5/8/2024Avantax Advisory Services Inc.8,323$225K0.0%-17.6%0.305%
4/29/2024Commonwealth Equity Services LLC79,907$2.16M0.0%+46.7%2.927%
4/17/2024Cornerstone Wealth Group LLC7,724$209K0.0%N/A0.283%
2/12/2024Swan Global Investments LLC1,344,789$34.74M1.1%+33.7%107.583%
2/7/2024Avantax Advisory Services Inc.10,098$261K0.0%-12.9%0.808%
2/2/2024Anfield Capital Management LLC29,259$756K0.4%-2.4%2.341%
1/16/2024Pacer Advisors Inc.1,344,789$34.74M0.1%+33.7%107.583%
11/8/2023Avantax Advisory Services Inc.11,598$282K0.0%-8.5%0.928%
11/6/2023Anfield Capital Management LLC29,990$728K0.3%-62.1%2.399%
10/23/2023Commonwealth Equity Services LLC55,888$1.36M0.0%-1.8%4.471%
8/10/2023Commonwealth Equity Services LLC56,885$1.39M0.0%-10.3%4.551%
7/12/2023Pacer Advisors Inc.905,050$22.13M0.1%+16.5%82.277%
5/8/2023Blue Bell Private Wealth Management LLC1,500$35K0.0%N/A0.136%
5/2/2023Pacer Advisors Inc.777,017$18M0.1%-1.6%70.638%
2/6/2023Pacer Advisors Inc.789,910$17.37M0.1%-2.0%0.000%
10/18/2022Pacer Advisors Inc.806,388$16.48M0.1%-6.9%0.000%
8/5/2022OLD Mission Capital LLC17,186$356K0.0%+36.1%0.000%
5/4/2022Advisor Group Holdings Inc.64,202$1.45M0.0%+238.6%0.000%
4/27/2022Avantax Advisory Services Inc.12,795$288K0.0%N/A0.000%
4/5/2022Pacer Advisors Inc.878,691$19.82M0.2%+64.6%0.000%
2/3/2022Advisor Group Holdings Inc.18,962$437K0.0%+1,161.6%0.000%
2/3/2022Pacer Advisors Inc.533,842$12.29M0.1%+581.9%0.000%
11/12/2021OLD Mission Capital LLC52,825$1.18M0.0%N/A0.000%
11/5/2021Advisor Group Holdings Inc.1,503$33K0.0%N/A0.000%
10/15/2021Pacer Advisors Inc.78,282$1.75M0.0%N/A0.000%
8/12/2021Advisory 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, 13 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), Osaic Holdings Inc. ($1.66M), Anfield Capital Management LLC ($1.50M), Bravias Capital Group LLC ($603K), and LPL Financial LLC ($409K).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), Commonwealth Equity Services LLC ($5.71K), and Osaic Holdings Inc. ($4.15K).

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

Institutional investors have sold a total of 787,113 shares in the last 24 months. This volume of shares sold represents approximately $22.98M in transactions.



This page (BATS:PSMD) was last updated on 9/13/2025 by MarketBeat.com Staff
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