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 19 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $61.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
738,485
shares
|
$24.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
738,485
shares
|
$24.6 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
79,380
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
75,267
shares
|
$2.51 Million
1.23% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
51,580
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 188.98%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
30,000
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
29,190
shares
|
$973,194
0.0% of portfolio
|
Q1 2025
Added 98.33%
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
22,189
shares
|
$739,781
0.01% of portfolio
|
Q1 2025
Added 45.04%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
21,025
shares
|
$700,973
0.0% of portfolio
|
Q1 2025
Added 7.04%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
18,691
shares
|
$623,157
0.8% of portfolio
|
Q1 2025
Added 122.72%
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,126
shares
|
$404,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
6,800
shares
|
$226,712
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,500
shares
|
$216,710
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,512
shares
|
$50,410
0.02% of portfolio
|
Q1 2023
Reduced 63.59%
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,394
shares
|
$46,475
0.01% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,341
shares
|
$44,708
0.0% of portfolio
|
Q1 2025
Added 14.91%
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,261
shares
|
$42,041
0.0% of portfolio
|
Q1 2023
Reduced 53.3%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
36
shares
|
$1,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|