Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free PSMJ Stock Alerts

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

$33.66 +0.03 (+0.09%)
As of 07/24/2026 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)
11
Total
Institutional Outflows
(last 12 months)
$26.09M
Get PSMJ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pacer Swan SOS Moderate (July) ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PSMJ Institutional Buying and Selling by Quarter

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

Export
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%
1/20/2026 Realta 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%
7/22/2025 Realta 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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 11 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 825,202 shares in the last 24 months. This volume of shares sold represents approximately $26.09M in transactions.


Related Companies

This page (BATS:PSMJ) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel