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

Pacer Swan SOS Moderate (January) ETF logo
$34.32 0.00 (0.00%)
As of 07/2/2026 04:10 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)
10
Total
Institutional Inflows
(last 12 months)
$22.33M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$22.38M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Pacer Advisors Inc.2,365,077$75.42M0.1%+15.1%81.554%
5/13/2026Cetera Investment Advisers11,172$356K0.0%+3.0%0.385%
5/7/2026Swan Global Investments LLC2,365,077$75.42M2.5%+12.9%81.554%
5/6/2026Independent Financial Group LLC9,020$288K0.0%N/A0.311%
4/30/2026Kestra Advisory Services LLC6,630$211K0.0%+76.8%0.229%
4/22/2026Cornerstone Wealth Group LLC6,067$202K0.0%N/A0.209%
2/24/2026Pacer Advisors Inc.2,054,300$66.69M0.1%-5.5%70.838%
2/18/2026OLD Mission Capital LLC19,947$648K0.0%+42.9%0.688%
2/17/2026Cetera Investment Advisers10,845$352K0.0%+21.5%0.374%
2/17/2026Osaic Holdings Inc.36,336$1.18M0.0%-31.7%1.253%
2/13/2026Kestra Advisory Services LLC3,750$122K0.0%N/A0.129%
2/12/2026Commonwealth Equity Services LLC7,776$252K0.0%-37.3%0.268%
2/11/2026Swan Global Investments LLC2,095,017$68.03M2.0%-3.6%72.242%
2/4/2026Pacer Advisors Inc.2,054,300$66.69M0.2%-5.5%70.838%
2/3/2026Anfield Capital Management LLC43,928$1.43M0.4%-2.3%1.515%
1/29/2026Bravias Capital Group LLC19,601$636K0.4%-3.8%0.676%
1/20/2026Sovran Advisors LLC7,339$240K0.0%N/A0.253%
1/2/2026Insight Wealth Strategies LLC20,287$659K0.1%+41.8%0.700%
11/17/2025Susquehanna International Group LLP69,686$2.21M0.0%N/A2.403%
11/12/2025Anfield Capital Management LLC44,968$1.42M0.4%-8.9%1.551%
11/7/2025Swan Global Investments LLC2,173,770$68.78M1.9%-3.4%74.958%
10/15/2025Pacer Advisors Inc.2,173,770$68.78M0.2%-3.4%74.958%
10/6/2025Insight Wealth Strategies LLC14,305$453K0.1%+32.3%0.493%
9/4/2025Osaic Holdings Inc.54,548$1.66M0.0%-7.1%1.881%
8/11/2025Anfield Capital Management LLC49,377$1.50M0.5%-11.0%1.703%
7/29/2025Swan Global Investments LLC2,249,521$68.45M1.9%-8.1%77.570%
7/7/2025Insight 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%
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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%


PSMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of Pacer Swan SOS Moderate (January) ETF. The most heavily invested institutionals were Pacer Advisors Inc. ($75.42M), Swan Global Investments LLC ($75.42M), Susquehanna International Group LLP ($2.21M), Anfield Capital Management LLC ($1.43M), Osaic Holdings Inc. ($1.18M), Insight Wealth Strategies LLC ($659K), and OLD Mission Capital LLC ($648K).Learn more on Pacer Swan SOS Moderate (January) ETF's institutional investors.

Of the 14 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. ($711.99K), Swan Global Investments LLC ($270.06K), Susquehanna International Group LLP ($69.69K), Anfield Capital Management LLC ($64.65K), Kestra Advisory Services LLC ($33.76K), Bravias Capital Group LLC ($20.37K), and Insight Wealth Strategies LLC ($20.29K).

Institutional investors have bought a total of 700,438 shares in the last 24 months. This purchase volume represents approximately $22.33M in transactions.

The following institutional investors have sold Pacer Swan SOS Moderate (January) ETF stock in the last 24 months: Swan Global Investments LLC ($353.98K), Pacer Advisors Inc. ($314.69K), Osaic Holdings Inc. ($21.03K), Anfield Capital Management LLC ($11.52K), Commonwealth Equity Services LLC ($4.63K), and Bravias Capital Group LLC ($767.00).

Institutional investors have sold a total of 706,612 shares in the last 24 months. This volume of shares sold represents approximately $22.38M in transactions.


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This page (BATS:PSMD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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