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 18 institutions that hold shares in the stock, with a total of 4.76 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
2,117,868
shares
|
$63 Million
2.99% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
2,047,780
shares
|
$60.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
341,716
shares
|
$10.2 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
56,444
shares
|
$1.68 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,170
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
40,561
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,597
shares
|
$790,728
0.0% of portfolio
|
Q3 2024
Reduced 72.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
21,267
shares
|
$632,267
0.0% of portfolio
|
Q3 2024
Added 33.29%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
20,368
shares
|
$605,540
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,082
shares
|
$388,927
0.0% of portfolio
|
Q4 2024
Reduced 30.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
10,835
shares
|
$322,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,944
shares
|
$265,905
0.11% of portfolio
|
Q1 2023
Reduced 7.66%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,323
shares
|
$247,442
0.0% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,489
shares
|
$44,267
0.0% of portfolio
|
Q3 2024
Added 318.26%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,294
shares
|
$38,470
0.01% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
800
shares
|
$23,784
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
135
shares
|
$4,013
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|