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Pacer Swan SOS Moderate (July) ETF (PSMJ) Institutional Ownership

$33.75 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Moderate (July) ETF (BATS:PSMJ)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$28.48M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$26.11M
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PSMJ Institutional Buying and Selling by Quarter

Pacer Swan SOS Moderate (July) 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.2,238,543$71.26M0.1%-4.1%89.542%
5/13/2026Cetera Investment Advisers6,639$211K0.0%-15.9%0.266%
5/7/2026Swan Global Investments LLC2,238,543$71.25M2.4%-4.1%89.542%
4/30/2026Kestra Advisory Services LLC41,133$1.31M0.0%-4.6%1.645%
2/24/2026Pacer Advisors Inc.2,335,332$75.22M0.1%-5.5%93.413%
2/18/2026OLD Mission Capital LLC9,254$298K0.0%N/A0.370%
2/17/2026Osaic Holdings Inc.62,788$2.02M0.0%-4.6%2.512%
2/17/2026Copley Financial Group Inc.8,826$284K0.2%-3.6%0.353%
2/13/2026Kestra Advisory Services LLC43,132$1.39M0.0%-1.2%1.725%
2/12/2026Commonwealth Equity Services LLC21,867$704K0.0%-17.8%0.875%
2/11/2026Premier Private Wealth Management LLC10,290$333K0.3%N/A0.412%
2/11/2026Swan Global Investments LLC2,335,332$75.22M2.2%-5.5%93.413%
2/11/2026LPL Financial LLC26,470$853K0.0%-2.1%1.059%
2/9/2026Blue Bell Private Wealth Management LLC11,640$375K0.1%-9.2%0.466%
2/4/2026Pacer Advisors Inc.2,335,332$75.22M0.2%-5.5%93.413%
2/4/2026Ameritas Advisory Services LLC10,000$322K0.0%N/A0.400%
1/20/2026Realta Investment Advisors1,150$37K0.0%+666.7%0.046%
1/1/2026JPMorgan Chase & Co.3,377$107K0.0%N/A0.135%
11/18/2025Advisory Services Network LLC2,835$89K0.0%N/A0.113%
11/17/2025Citadel Advisors LLC13,475$425K0.0%-25.8%0.539%
11/17/2025Ausdal Financial Partners Inc.6,405$202K0.0%-13.5%0.256%
11/17/2025Bank of America Corp DE975$31K0.0%N/A0.039%
11/7/2025Swan Global Investments LLC2,471,161$77.99M2.2%+20.7%98.846%
11/7/2025JPMorgan Chase & Co.3,377$107K0.0%N/A0.135%
10/31/2025Sovran Advisors LLC12,135$385K0.0%N/A0.485%
10/22/2025Blue Bell Private Wealth Management LLC12,823$405K0.1%+15.8%0.513%
10/15/2025Pacer Advisors Inc.2,471,161$77.99M0.2%+20.7%98.846%
9/4/2025Osaic Holdings Inc.49,807$1.51M0.0%-30.3%1.992%
8/13/2025Copley Financial Group Inc.9,187$279K0.2%-15.1%0.367%
7/29/2025Swan Global Investments LLC2,047,476$62.10M1.7%-8.1%81.899%
7/22/2025Realta Investment Advisors1,000$30K0.0%-31.0%0.040%
5/15/2025OLD Mission Capital LLC25,547$711K0.0%-49.3%1.002%
5/14/2025Kestra Advisory Services LLC43,181$1.20M0.0%+3.8%1.693%
5/6/2025Pacer Advisors Inc.2,229,019$62.02M0.1%-2.6%84.114%
5/1/2025Realta Investment Advisors1,450$40K0.0%+45.0%0.055%
4/22/2025Cambridge Investment Research Advisors Inc.28,390$790K0.0%-1.6%1.071%
3/5/2025Copley Financial Group Inc.12,874$366K0.3%+38.9%0.460%
2/12/2025OLD Mission Capital LLC50,367$1.43M0.0%+157.2%2.209%
2/11/2025LPL Financial LLC47,683$1.36M0.0%-8.2%2.091%
2/11/2025Swan Global Investments LLC2,287,473$65.03M1.9%-3.3%100.328%
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2/10/2025Commonwealth Equity Services LLC31,417$893K0.0%-6.6%1.378%
1/28/2025Realta Investment Advisors1,000$29K0.0%-82.9%0.044%
1/22/2025Pacer Advisors Inc.2,287,473$65.03M0.1%-3.3%100.328%
1/15/2025Ameritas Advisory Services LLC13,300$378K0.0%N/A0.583%
12/9/2024Copley Financial Group Inc.9,271$259K0.2%N/A0.407%
11/15/2024Orion Portfolio Solutions LLC9,271$259K0.0%-32.9%0.407%
11/14/2024Swan Global Investments LLC2,365,762$66.08M2.0%+41.0%103.761%
11/12/2024Pacer Advisors Inc.2,365,762$66.08M0.1%+41.0%103.761%
10/29/2024Realta Investment Advisors5,850$165K0.1%-86.3%0.257%
8/13/2024Pacer Advisors Inc.1,677,756$45.05M0.1%-3.7%73.586%
7/31/2024Anfield Capital Management LLC14,119$379K0.2%N/A0.619%
4/30/2024Commonwealth Equity Services LLC35,754$938K0.0%-27.9%1.568%
4/24/2024Blue Bell Private Wealth Management LLC11,494$301K0.1%-4.2%0.504%
2/12/2024Swan Global Investments LLC1,478,200$36.85M1.2%+24.7%79.903%
2/6/2024Lincoln National Corp45,593$1.14M0.0%-8.4%2.464%
1/19/2024Realta Investment Advisors44,875$1.12M0.3%-1.3%2.426%
1/16/2024Pacer Advisors Inc.1,478,200$36.85M0.1%+24.7%79.903%
11/13/2023Kestra Advisory Services LLC41,367$960K0.0%+8.6%2.236%
11/9/2023Sykon Capital LLC220,831$5.13M2.2%N/A11.937%
11/6/2023Anfield Capital Management LLC10,369$241K0.1%N/A0.560%
11/6/2023Lincoln National Corp49,768$1.16M0.0%+80.2%2.690%
10/30/2023Blue Bell Private Wealth Management LLC12,070$280K0.1%+82.9%0.652%
10/23/2023Commonwealth Equity Services LLC55,386$1.29M0.0%+11.2%2.994%
8/11/2023Kestra Advisory Services LLC38,105$899K0.0%-4.8%2.060%
8/7/2023Lincoln National Corp27,613$651K0.0%+20.0%1.493%
7/12/2023Pacer Advisors Inc.888,377$20.95M0.1%+13.7%56.226%
5/9/2023Spire Wealth Management96,342$2.11M0.1%+811.6%6.098%
5/2/2023Pacer Advisors Inc.781,390$17.09M0.1%-10.6%49.455%
5/2/2023Lincoln National Corp23,013$503K0.0%N/A1.457%
4/28/2023Avantax Advisory Services Inc.19,472$426K0.0%-2.7%1.232%
4/28/2023Ameritas Advisory Services LLC13,300$293K0.0%-5.8%0.842%
4/26/2023Socha Financial Group LLC136,400$2.98M1.9%-0.6%8.633%
3/20/2023Socha Financial Group LLC137,279$2.86M2.0%-0.4%8.689%
3/6/2023OLD Mission Capital LLC19,926$415K0.0%+88.8%0.000%
2/10/2023Ameritas Advisory Services LLC14,116$294K0.0%N/A0.000%
2/9/2023True Link Financial Advisors LLC14,400$300K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC59,332$1.23M0.0%-12.6%0.000%
2/6/2023Pacer Advisors Inc.873,966$18.18M0.1%-2.1%0.000%
2/3/2023Spire Wealth Management10,568$220K0.0%N/A0.000%
1/31/2023Kestra Advisory Services LLC41,013$853K0.0%-7.4%0.000%
11/14/2022OLD Mission Capital LLC10,555$209K0.0%N/A0.000%
11/9/2022Blue Bell Private Wealth Management LLC6,298$125K0.0%N/A0.000%
11/2/2022Rockefeller Capital Management L.P.24,693$488K0.0%N/A0.000%
11/1/2022Kestra Advisory Services LLC44,275$877K0.0%N/A0.000%
10/27/2022Coastal Investment Advisors Inc.45,275$896K0.2%N/A0.000%
10/18/2022Pacer Advisors Inc.893,146$17.68M0.1%+4.1%0.000%
5/4/2022Ameritas Advisory Services LLC19,116$407K0.0%N/A0.000%
5/4/2022Advisor Group Holdings Inc.34,065$725K0.0%-5.4%0.000%


PSMJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 22 institutional investors and hedge funds held shares of Pacer Swan SOS Moderate (July) ETF. The most heavily invested institutionals were Pacer Advisors Inc. ($71.26M), Swan Global Investments LLC ($71.25M), Osaic Holdings Inc. ($2.02M), Kestra Advisory Services LLC ($1.31M), LPL Financial LLC ($853K), Cambridge Investment Research Advisors Inc. ($790K), and Commonwealth Equity Services LLC ($704K).Learn more on Pacer Swan SOS Moderate (July) ETF's institutional investors.

Of the 14 institutional investors that purchased Pacer Swan SOS Moderate (July) ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($1.11M), Swan Global Investments LLC ($1.11M), OLD Mission Capital LLC ($40.04K), Ameritas Advisory Services LLC ($23.30K), Anfield Capital Management LLC ($14.12K), Copley Financial Group Inc. ($12.87K), and Sovran Advisors LLC ($12.14K).

Institutional investors have bought a total of 902,358 shares in the last 24 months. This purchase volume represents approximately $28.48M in transactions.

Of the 12 institutional investors that sold Pacer Swan SOS Moderate (July) ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Swan Global Investments LLC ($414.16K), Pacer Advisors Inc. ($368.45K), Osaic Holdings Inc. ($24.65K), Commonwealth Equity Services LLC ($4.74K), Citadel Advisors LLC ($4.69K), Kestra Advisory Services LLC ($2.53K), and Copley Financial Group Inc. ($1.97K).

Institutional investors have sold a total of 825,652 shares in the last 24 months. This volume of shares sold represents approximately $26.11M in transactions.


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