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Pacer Swan SOS Moderate (October) ETF (PSMO) Institutional Ownership

$27.38 +0.32 (+1.17%)
As of 05/2/2025 03:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Moderate (October) ETF (BATS:PSMO)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$61.66M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$7.16M
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PSMO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Brass Tax Wealth Management Inc.603,357$16.39M3.4%-7.3%15.353%
2/12/2025OLD Mission Capital LLC10,138$280K0.0%N/A0.622%
2/11/2025LPL Financial LLC7,501$207K0.0%-11.1%0.460%
2/11/2025Swan Global Investments LLC2,180,362$60.18M1.8%+77.3%133.765%
2/11/2025Sykon Capital LLC228,672$6.31M2.2%N/A14.029%
2/10/2025Commonwealth Equity Services LLC83,082$2.29M0.0%+207.4%5.097%
2/5/2025Anfield Capital Management LLC15,541$429K0.2%+246.0%0.953%
1/22/2025Pacer Advisors Inc.2,167,210$59.82M0.1%+80.1%132.958%
12/9/2024Copley Financial Group Inc.1,479$40K0.0%N/A0.091%
11/14/2024Swan Global Investments LLC1,229,584$33.38M1.0%-5.2%75.435%
11/12/2024Pacer Advisors Inc.1,203,476$32.67M0.1%-7.2%73.833%
10/29/2024 Realta Investment Advisors1,300$36K0.0%-71.1%0.080%
8/13/2024Pacer Advisors Inc.1,297,309$34.65M0.1%-3.7%79.590%
7/31/2024Anfield Capital Management LLC4,281$114K0.1%N/A0.263%
7/31/2024Commonwealth Equity Services LLC28,665$766K0.0%-4.9%1.759%
4/30/2024Commonwealth Equity Services LLC30,137$788K0.0%-38.4%1.849%
2/12/2024Swan Global Investments LLC1,236,959$31.20M1.0%+15.5%97.398%
2/6/2024 Lincoln National Corp17,373$438K0.0%+14.9%1.368%
2/6/2024Sykon Capital LLC218,401$5.51M2.2%N/A17.197%
1/25/2024Blue Bell Private Wealth Management LLC21,106$532K0.1%+2.4%1.662%
1/16/2024Pacer Advisors Inc.1,236,959$31.20M0.1%+15.5%97.398%
11/6/2023 Lincoln National Corp15,125$358K0.0%+64.9%1.191%
10/23/2023Commonwealth Equity Services LLC32,100$759K0.0%-11.9%2.528%
8/9/2023 Coastal Investment Advisors Inc.4,500$105K0.0%N/A0.354%
7/12/2023Pacer Advisors Inc.1,000,392$23.29M0.1%+24.5%90.945%
5/9/2023 Spire Wealth Management1,400$31K0.0%+180.0%0.127%
5/8/2023Blue Bell Private Wealth Management LLC20,706$457K0.1%+33.7%1.882%
5/2/2023Pacer Advisors Inc.803,765$17.74M0.1%-10.6%73.070%
5/2/2023 Lincoln National Corp9,175$202K0.0%N/A0.834%
3/6/2023OLD Mission Capital LLC9,323$195K0.0%-40.9%0.000%
2/7/2023Commonwealth Equity Services LLC55,554$1.16M0.0%N/A0.000%
2/6/2023Pacer Advisors Inc.898,989$18.82M0.1%-2.2%0.000%
2/3/2023Blue Bell Private Wealth Management LLC15,487$324K0.1%+317.7%0.000%
11/14/2022OLD Mission Capital LLC15,788$315K0.0%-48.0%0.000%
10/27/2022 Coastal Investment Advisors Inc.4,500$90K0.0%N/A0.000%
10/18/2022Pacer Advisors Inc.919,001$18.35M0.1%+6.0%0.000%
8/5/2022OLD Mission Capital LLC30,365$595K0.0%-3.8%0.000%
4/5/2022Pacer Advisors Inc.605,583$12.79M0.1%-6.1%0.000%
2/10/2022OLD Mission Capital LLC20,899$443K0.0%N/A0.000%
2/3/2022Pacer Advisors Inc.644,647$13.67M0.1%N/A0.000%
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(Data available from 1/1/2016 forward)

PSMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSMO shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Pacer Swan SOS Moderate (October) ETF. The most heavily invested institutionals were Swan Global Investments LLC ($60.18M), Pacer Advisors Inc. ($59.82M), Brass Tax Wealth Management Inc. ($16.39M), Sykon Capital LLC ($6.31M), Commonwealth Equity Services LLC ($2.29M), Blue Bell Private Wealth Management LLC ($532K), and Lincoln National Corp ($438K).Learn more on PSMO's institutional investors.

Which institutional investors have been buying Pacer Swan SOS Moderate (October) ETF stock?

Of the 11 institutional investors that purchased Pacer Swan SOS Moderate (October) ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($1.33M), Swan Global Investments LLC ($1.12M), Sykon Capital LLC ($447.07K), Commonwealth Equity Services LLC ($56.06K), Anfield Capital Management LLC ($15.33K), OLD Mission Capital LLC ($10.14K), and Lincoln National Corp ($8.20K).

How much institutional buying is happening at Pacer Swan SOS Moderate (October) ETF?

Institutional investors have bought a total of 2,992,929 shares in the last 24 months. This purchase volume represents approximately $80.57M in transactions.

Which Pacer Swan SOS Moderate (October) ETF major shareholders have been selling company stock?

The following institutional investors have sold Pacer Swan SOS Moderate (October) ETF stock in the last 24 months: Pacer Advisors Inc. ($143.38K), Swan Global Investments LLC ($67.73K), Brass Tax Wealth Management Inc. ($47.79K), Commonwealth Equity Services LLC ($24.63K), Realta Investment Advisors ($3.20K), and LPL Financial LLC ($938.00).

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

Institutional investors have sold a total of 287,656 shares in the last 24 months. This volume of shares sold represents approximately $7.75M in transactions.



This page (BATS:PSMO) was last updated on 5/5/2025 by MarketBeat.com Staff
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