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Pacer Swan SOS Moderate (April) ETF (PSMR) Institutional Ownership

Pacer Swan SOS Moderate (April) ETF logo
$31.97 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$22.66M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$21.39M
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PSMR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 Swan Global Investments LLC2,274,467$69.10M2.3%-4.1%69.344%
4/22/2026 Cornerstone Wealth Group LLC16,459$517K0.0%-35.0%0.502%
3/5/2026 Storen Legacy Partners LLC44,195$1.32M0.4%N/A1.347%
2/24/2026 Pacer Advisors Inc.2,372,802$70.71M0.1%-5.5%72.342%
2/18/2026 OLD Mission Capital LLC34,096$1.02M0.0%+170.5%1.040%
2/17/2026 Osaic Holdings Inc.29,140$868K0.0%-8.7%0.888%
2/17/2026 Advisory Services Network LLC13,395$399K0.0%-9.3%0.408%
2/13/2026 Kestra Advisory Services LLC3,671$109K0.0%N/A0.112%
2/11/2026 Swan Global Investments LLC2,372,802$70.71M2.1%-5.5%72.342%
2/11/2026 LPL Financial LLC43,935$1.31M0.0%+2.2%1.339%
2/4/2026 Pacer Advisors Inc.2,372,802$70.71M0.2%-5.5%72.342%
2/3/2026 Anfield Capital Management LLC91,698$2.73M0.9%-0.9%2.796%
11/17/2025 Susquehanna International Group LLP72,352$2.12M0.0%N/A2.206%
11/17/2025Brass Tax Wealth Management Inc.46,889$1.37M0.2%-10.7%1.430%
11/12/2025 Anfield Capital Management LLC92,519$2.71M0.8%-5.8%2.821%
11/7/2025 Swan Global Investments LLC2,510,815$73.47M2.1%-3.1%76.549%
10/15/2025 Pacer Advisors Inc.2,510,815$73.46M0.2%-3.1%76.549%
9/4/2025 Osaic Holdings Inc.32,402$921K0.0%-27.6%0.988%
8/19/2025 Advisory Services Network LLC14,920$428K0.0%-3.6%0.455%
8/11/2025 Anfield Capital Management LLC98,243$2.79M0.9%-2.0%2.995%
8/4/2025 Integrity Alliance LLC.7,855$223K0.0%-50.0%0.239%
7/29/2025 Swan Global Investments LLC2,590,216$73.64M2.1%+33.5%78.970%
5/20/2025Integrity Alliance LLC.15,710$426K0.0%N/A0.524%
5/15/2025OLD Mission Capital LLC12,171$330K0.0%-30.2%0.406%
5/14/2025Kestra Advisory Services LLC410,475$11.14M0.1%N/A13.683%
5/7/2025LPL Financial LLC66,174$1.80M0.0%+2.9%2.206%
5/6/2025Pacer Advisors Inc.1,940,278$52.65M0.1%-2.6%68.080%
4/29/2025Brass Tax Wealth Management Inc.97,559$2.65M0.6%+0.7%3.423%
2/17/2025Wolverine Trading LLC19,378$543K0.0%N/A0.710%
2/17/2025Citadel Advisors LLC10,674$298K0.0%+4.7%0.391%
2/13/2025Advisory Services Network LLC15,695$438K0.0%-2.3%0.575%
2/12/2025OLD Mission Capital LLC17,428$487K0.0%N/A0.638%
2/11/2025LPL Financial LLC64,282$1.80M0.0%+1.1%2.355%
2/11/2025Swan Global Investments LLC1,991,155$55.59M1.6%-3.3%72.936%
2/10/2025Commonwealth Equity Services LLC11,783$329K0.0%-83.6%0.432%
2/5/2025Anfield Capital Management LLC100,271$2.80M1.0%-6.6%3.673%
1/22/2025Pacer Advisors Inc.1,991,155$55.59M0.1%-3.3%72.936%
12/12/2024Brass Tax Wealth Management Inc.86,801$2.38M0.9%+13.7%3.180%
12/9/2024Copley Financial Group Inc.1,522$42K0.0%N/A0.056%
11/14/2024Swan Global Investments LLC2,059,300$56.40M1.7%-7.2%75.432%
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11/12/2024Pacer Advisors Inc.2,059,300$56.40M0.1%-7.2%75.432%
8/13/2024Pacer Advisors Inc.2,219,850$58.40M0.1%+73.7%81.313%
7/31/2024Anfield Capital Management LLC125,600$3.31M1.6%N/A4.601%
7/31/2024Commonwealth Equity Services LLC74,635$1.96M0.0%N/A2.734%
4/17/2024Cornerstone Wealth Group LLC25,367$646K0.1%N/A1.450%
2/12/2024Swan Global Investments LLC1,173,887$29.27M0.9%+15.8%90.299%
2/9/2024Advisory Services Network LLC16,495$411K0.0%N/A1.269%
2/2/2024Anfield Capital Management LLC84,576$2.11M1.1%-3.1%6.506%
1/16/2024Pacer Advisors Inc.1,173,887$29.27M0.1%+15.8%90.299%
11/6/2023Anfield Capital Management LLC87,304$2.03M1.0%-3.4%6.716%
11/6/2023Lincoln National Corp30,234$702K0.0%+5.4%2.326%
8/7/2023Lincoln National Corp28,672$674K0.0%+144.5%2.206%
7/12/2023Pacer Advisors Inc.869,518$20.44M0.1%+47.8%91.528%
5/2/2023Pacer Advisors Inc.588,396$13.14M0.1%-21.4%76.415%
3/6/2023OLD Mission Capital LLC3,424$73K0.0%-75.0%0.000%
2/6/2023Pacer Advisors Inc.748,526$15.97M0.1%-4.5%0.000%


PSMR Institutional Ownership - Frequently Asked Questions

During the previous two years, 17 institutional investors and hedge funds held shares of Pacer Swan SOS Moderate (April) ETF. The most heavily invested institutionals were Pacer Advisors Inc. ($70.71M), Swan Global Investments LLC ($69.10M), Anfield Capital Management LLC ($2.73M), Susquehanna International Group LLP ($2.12M), Brass Tax Wealth Management Inc. ($1.37M), Storen Legacy Partners LLC ($1.32M), and LPL Financial LLC ($1.31M).Learn more on Pacer Swan SOS Moderate (April) ETF's institutional investors.

Of the 14 institutional investors that purchased Pacer Swan SOS Moderate (April) ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacer Advisors Inc. ($941.66K), Swan Global Investments LLC ($649.94K), Kestra Advisory Services LLC ($414.15K), Anfield Capital Management LLC ($125.60K), Commonwealth Equity Services LLC ($74.64K), Susquehanna International Group LLP ($72.35K), and Storen Legacy Partners LLC ($44.20K).

Institutional investors have bought a total of 792,576 shares in the last 24 months. This purchase volume represents approximately $22.66M in transactions.

The following institutional investors have sold Pacer Swan SOS Moderate (April) ETF stock in the last 24 months: Pacer Advisors Inc. ($355.43K), Swan Global Investments LLC ($315.75K), Osaic Holdings Inc. ($15.12K), Cornerstone Wealth Group LLC ($8.87K), Anfield Capital Management LLC ($8.55K), Integrity Alliance LLC. ($7.86K), and Brass Tax Wealth Management Inc. ($5.63K).

Institutional investors have sold a total of 719,123 shares in the last 24 months. This volume of shares sold represents approximately $21.39M in transactions.



This page (BATS:PSMR) was last updated on 5/26/2026 by MarketBeat.com Staff.
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