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

$33.17 -0.02 (-0.06%)
As of 04:10 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)
14
Total
Institutional Inflows
(last 12 months)
$81.73M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$10.55M
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PSMO Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026 Pacer Advisors Inc.2,684,376$81.00M0.1%-4.1%79.419%
5/13/2026 Cetera Investment Advisers42,941$1.30M0.0%+1.0%1.270%
5/7/2026 Swan Global Investments LLC2,684,376$81.01M2.7%-4.1%79.419%
5/6/2026 Independent Financial Group LLC18,180$549K0.0%N/A0.538%
3/5/2026 Storen Legacy Partners LLC12,247$377K0.1%N/A0.362%
2/24/2026 Pacer Advisors Inc.2,800,433$86.13M0.1%+38.3%82.853%
2/17/2026 Cetera Investment Advisers42,504$1.31M0.0%N/A1.258%
2/13/2026 Allie Family Office LLC11,972$368K0.2%N/A0.354%
2/12/2026 Commonwealth Equity Services LLC42,998$1.32M0.0%+11.5%1.272%
2/11/2026 Swan Global Investments LLC2,800,433$86.14M2.5%+34.2%82.853%
2/9/2026 Blue Bell Private Wealth Management LLC19,582$602K0.1%-2.0%0.579%
2/9/2026 Harbour Investments Inc.1,677$52K0.0%-28.4%0.050%
2/4/2026 Pacer Advisors Inc.2,800,433$86.13M0.2%+38.3%82.853%
2/3/2026Orion Capital Management LLC1,200$37K0.0%N/A0.036%
2/3/2026Anfield Capital Management LLC100,830$3.10M1.0%+508.8%2.983%
1/30/2026 Socha Financial Group LLC7,085$218K0.1%N/A0.210%
1/20/2026 Sovran Advisors LLC16,378$507K0.0%+11.3%0.485%
11/18/2025 Advisory Services Network LLC3,405$103K0.0%N/A0.101%
11/17/2025Citadel Advisors LLC12,673$382K0.0%N/A0.375%
11/17/2025Brass Tax Wealth Management Inc.13,491$407K0.1%-53.2%0.399%
11/12/2025Anfield Capital Management LLC16,562$499K0.1%+6.6%0.490%
11/7/2025 Swan Global Investments LLC2,087,066$62.93M1.8%-0.8%61.748%
10/31/2025 Sovran Advisors LLC14,713$448K0.0%N/A0.435%
10/15/2025 Pacer Advisors Inc.2,024,775$61.05M0.2%-3.7%59.905%
9/4/2025Osaic Holdings Inc.35,402$1.02M0.0%-17.3%1.047%
8/15/2025 MML Investors Services LLC982,454$28.40M0.1%+23.0%29.067%
7/29/2025 Swan Global Investments LLC2,102,930$60.80M1.7%-8.1%62.217%
5/15/2025OLD Mission Capital LLC19,159$520K0.0%+89.0%0.500%
5/6/2025Pacer Advisors Inc.2,289,393$62.18M0.1%+5.6%58.254%
4/29/2025Brass 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%
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10/29/2024Realta 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%
2/6/2024Lincoln 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%
11/6/2023Lincoln National Corp15,125$358K0.0%+64.9%1.191%
10/23/2023Commonwealth Equity Services LLC32,100$759K0.0%-11.9%2.528%
8/9/2023Coastal 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%
5/9/2023Spire 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%
5/2/2023Lincoln 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%
10/27/2022Coastal 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%


PSMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 institutional investors and hedge funds held shares of Pacer Swan SOS Moderate (October) ETF. The most heavily invested institutionals were Swan Global Investments LLC ($81.01M), Pacer Advisors Inc. ($81.00M), MML Investors Services LLC ($28.40M), Sykon Capital LLC ($6.31M), Anfield Capital Management LLC ($3.10M), Commonwealth Equity Services LLC ($1.32M), and Cetera Investment Advisers ($1.30M).Learn more on Pacer Swan SOS Moderate (October) ETF's institutional investors.

Of the 17 institutional investors that purchased Pacer Swan SOS Moderate (October) ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($2.64M), Swan Global Investments LLC ($1.66M), Sykon Capital LLC ($228.67K), MML Investors Services LLC ($183.93K), Anfield Capital Management LLC ($96.34K), Commonwealth Equity Services LLC ($60.49K), and Cetera Investment Advisers ($42.94K).

Institutional investors have bought a total of 2,664,413 shares in the last 24 months. This purchase volume represents approximately $81.73M in transactions.

The following institutional investors have sold Pacer Swan SOS Moderate (October) ETF stock in the last 24 months: Pacer Advisors Inc. ($194.21K), Swan Global Investments LLC ($131.92K), Brass Tax Wealth Management Inc. ($15.35K), Osaic Holdings Inc. ($7.39K), Harbour Investments Inc. ($664.00), and Blue Bell Private Wealth Management LLC ($394.00).

Institutional investors have sold a total of 349,926 shares in the last 24 months. This volume of shares sold represents approximately $10.55M in transactions.


Related Companies

Institutional ownership data for BATS:PSMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/18/2026. New 13F filings are added each quarter as they're published.
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