Institutional Ownership Pacer Swan Sos Flex (January) (PSFD)
This table provides information about the institutional ownership of Pacer Swan Sos Flex (January) (PSFD). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $61.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pacer Advisors, Inc.
Malvern, PA |
May 10, 2024 Q1 2024 |
860,664
shares
|
$27.1 Million
0.07% of portfolio
|
Q1 2024
Added 73.14%
|
|
Swan Global Investments, LLC
Durango, CO |
May 09, 2024 Q1 2024 |
860,664
shares
|
$27.1 Million
1.33% of portfolio
|
Q1 2024
Added 73.14%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
100,145
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
31,500
shares
|
$990,675
0.0% of portfolio
|
Q2 2023
Reduced 5.97%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
29,051
shares
|
$913,653
0.0% of portfolio
|
Q1 2024
Added 2737.01%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
17,756
shares
|
$558,426
0.0% of portfolio
|
Q1 2024
Added 60.24%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
16,077
shares
|
$505,621
0.0% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
15,307
shares
|
$481,405
0.01% of portfolio
|
Q1 2024
Added 0.54%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 14, 2024 Q1 2024 |
15,307
shares
|
$481,405
0.47% of portfolio
|
Q1 2024
Added 0.54%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
9,575
shares
|
$301,133
0.0% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
2,182
shares
|
$68,623
0.0% of portfolio
|
Q2 2022
Added 34.36%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,512
shares
|
$47,552
0.02% of portfolio
|
Q1 2023
Reduced 63.59%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,500
shares
|
$47,175
0.01% of portfolio
|
Q1 2022
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
1,261
shares
|
$39,658
0.0% of portfolio
|
Q1 2023
Reduced 53.3%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|