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 16 institutions that hold shares in the stock, with a total of 4.86 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Aug 12, 2024 Q2 2024 |
2,282,990
shares
|
$65.5 Million
3.26% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
2,282,990
shares
|
$65.5 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
96,246
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2024
Added 847.96%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
64,648
shares
|
$1.86 Million
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
54,284
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Added 26.41%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
28,914
shares
|
$830,120
0.02% of portfolio
|
Q2 2024
Added 143.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,794
shares
|
$539,575
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
15,955
shares
|
$458,068
0.0% of portfolio
|
Q2 2024
Added 115.43%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,944
shares
|
$256,782
0.11% of portfolio
|
Q1 2023
Reduced 7.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
8,323
shares
|
$238,953
0.0% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,411
shares
|
$40,509
0.01% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
800
shares
|
$22,968
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
356
shares
|
$10,220
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
135
shares
|
$3,875
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
100
shares
|
$2,871
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
|