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

$34.56 +0.02 (+0.06%)
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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)
$28.59M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$19.96M
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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
8/23/2026 Ameritas Advisory Services LLC13,300$450K0.0%+33.0%0.532%
8/22/2026 Copley Financial Group Inc.7,003$237K0.1%-19.7%0.280%
6/18/2026 Pacer Advisors Inc.2,238,543$71.26M0.1%-4.1%89.542%
5/13/2026 Cetera Investment Advisers6,639$211K0.0%-15.9%0.266%
5/7/2026 Swan Global Investments LLC2,238,543$71.25M2.4%-4.1%89.542%
4/30/2026 Kestra Advisory Services LLC41,133$1.31M0.0%-4.6%1.645%
2/24/2026 Pacer Advisors Inc.2,335,332$75.22M0.1%-5.5%93.413%
2/18/2026 OLD Mission Capital LLC9,254$298K0.0%N/A0.370%
2/17/2026 Osaic Holdings Inc.62,788$2.02M0.0%-4.6%2.512%
2/17/2026 Copley Financial Group Inc.8,826$284K0.2%-3.6%0.353%
2/13/2026 Kestra Advisory Services LLC43,132$1.39M0.0%-1.2%1.725%
2/12/2026 Commonwealth Equity Services LLC21,867$704K0.0%-17.8%0.875%
2/11/2026 Premier Private Wealth Management LLC10,290$333K0.3%N/A0.412%
2/11/2026 Swan Global Investments LLC2,335,332$75.22M2.2%-5.5%93.413%
2/11/2026 LPL Financial LLC26,470$853K0.0%-2.1%1.059%
2/9/2026 Blue Bell Private Wealth Management LLC11,640$375K0.1%-9.2%0.466%
2/4/2026 Pacer Advisors Inc.2,335,332$75.22M0.2%-5.5%93.413%
2/4/2026 Ameritas Advisory Services LLC10,000$322K0.0%N/A0.400%
1/20/2026 Realta Investment Advisors1,150$37K0.0%+666.7%0.046%
1/1/2026 JPMorgan Chase & Co.3,377$107K0.0%N/A0.135%
11/18/2025 Advisory Services Network LLC2,835$89K0.0%N/A0.113%
11/17/2025 Citadel Advisors LLC13,475$425K0.0%-25.8%0.539%
11/17/2025 Ausdal Financial Partners Inc.6,405$202K0.0%-13.5%0.256%
11/17/2025 Bank of America Corp DE975$31K0.0%N/A0.039%
11/7/2025 Swan Global Investments LLC2,471,161$77.99M2.2%+20.7%98.846%
11/7/2025 JPMorgan Chase & Co.3,377$107K0.0%N/A0.135%
10/31/2025 Sovran Advisors LLC12,135$385K0.0%N/A0.485%
10/22/2025 Blue Bell Private Wealth Management LLC12,823$405K0.1%+15.8%0.513%
10/15/2025 Pacer Advisors Inc.2,471,161$77.99M0.2%+20.7%98.846%
9/4/2025 Osaic Holdings Inc.49,807$1.51M0.0%-30.3%1.992%
8/13/2025 Copley Financial Group Inc.9,187$279K0.2%-15.1%0.367%
7/29/2025 Swan 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%
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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%
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%


PSMJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 21 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 13 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 ($26.60K), Copley Financial Group Inc. ($12.87K), Sovran Advisors LLC ($12.14K), and Premier Private Wealth Management LLC ($10.29K).

Institutional investors have bought a total of 905,658 shares in the last 24 months. This purchase volume represents approximately $28.59M 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: Pacer Advisors Inc. ($368.45K), Swan Global Investments LLC ($232.62K), Commonwealth Equity Services LLC ($4.74K), Citadel Advisors LLC ($4.69K), Osaic Holdings Inc. ($3.01K), Kestra Advisory Services LLC ($2.53K), and Copley Financial Group Inc. ($2.05K).

Institutional investors have sold a total of 622,100 shares in the last 24 months. This volume of shares sold represents approximately $19.96M in transactions.


Related Companies

Institutional ownership data for BATS:PSMJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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