Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMD)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMD). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 4.48 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
2,117,868
shares
|
$61.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
2,117,868
shares
|
$61.8 Million
2.99% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
57,573
shares
|
$1.68 Million
0.64% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
47,743
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.05%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
40,561
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,597
shares
|
$775,834
0.0% of portfolio
|
Q3 2024
Reduced 72.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
21,267
shares
|
$620,358
0.0% of portfolio
|
Q3 2024
Added 33.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,794
shares
|
$548,220
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
10,835
shares
|
$316,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,944
shares
|
$260,896
0.11% of portfolio
|
Q1 2023
Reduced 7.66%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,323
shares
|
$242,781
0.0% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,489
shares
|
$43,434
0.0% of portfolio
|
Q3 2024
Added 318.26%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,411
shares
|
$41,158
0.01% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
800
shares
|
$23,336
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
135
shares
|
$3,937
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
100
shares
|
$2,917
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|