PSFD Institutional Ownership
Pacer Swan SOS Flex (January) ETF
1W: +0.1%
1M: +0.8%
3M: +4.2%
YTD: +10.2%
1Y: +12.6%
3Y: +55.1%
5Y: +73.9%
$41.24
+0.14 (+0.33%)
Weekly Expected Move ±0.7%
$40
$41
$41
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PSFD
18
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
76M
Total Invested
2
New Positions
2
Increased
11
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 824,213 | 34M | -4,218 | -0.5% | 20Q | SEC ↗ |
| 2 | Swan Global Investments, LLC | 824,213 | 34M | -4,218 | -0.5% | 12Q | SEC ↗ |
| 3 | Camarda Financial Advisors, LLC | 73,671 | 3M | +3,173 | +4.5% | 8Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 56,713 | 2M | -506 | -0.9% | 20Q | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 25,530 | 1M | -1,470 | -5.4% | 18Q | SEC ↗ |
| 6 | WORLD EQUITY GROUP, INC. | 20,440 | 843K | +7,471 | +57.6% | 3Q | SEC ↗ |
| 7 | Financial Network Wealth Advisors LLC | 15,494 | 639K | -2,836 | -15.5% | 11Q | SEC ↗ |
| 8 | LPL Financial LLC | 14,955 | 617K | -368 | -2.4% | 8Q | SEC ↗ |
| 9 | Signature Equity Partners, LLC | 12,915 | 533K | -25 | -0.2% | 3Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC NEW | 11,595 | 478K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Gladstone Institutional Advisory LLC | 8,616 | 355K | — | +0.0% | 2Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 7,510 | 310K | — | +0.0% | 18Q | SEC ↗ |
| 13 | CALTON & ASSOCIATES, INC. NEW | 6,682 | 276K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Patriot Financial Group Insurance Agen | 5,400 | 223K | -5,400 | -50.0% | 2Q | SEC ↗ |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 1,658 | 68K | — | +0.0% | 18Q | SEC ↗ |
| 16 | Parallel Advisors, LLC | 300 | 12K | -741 | -71.2% | 21Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 0 | 0K | -80 | -100.0% | 2Q | SEC ↗ |
| 18 | OLD MISSION CAPITAL LLC | 0 | 0K | -28,356 | -100.0% | 1Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 0 | 0K | -78,578 | -100.0% | 8Q | SEC ↗ |
| 20 | UBS Group AG | 0 | 0K | -453 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 11,595 | 478K |
| CALTON & ASSOCIATES, INC. | 6,682 | 276K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 78,578 | 3M |
| OLD MISSION CAPITAL LLC | 28,356 | 1M |
| UBS Group AG | 453 | 19K |
| JPMORGAN CHASE & CO | 80 | 3K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WORLD EQUITY GROUP, INC. | +7,471 | +57.6% | 20,440 |
| Camarda Financial Advisors, LLC | +3,173 | +4.5% | 73,671 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Patriot Financial Group Insurance A | -5,400 | -50.0% | 5,400 |
| Pacer Advisors, Inc. | -4,218 | -0.5% | 824,213 |
| Swan Global Investments, LLC | -4,218 | -0.5% | 824,213 |
| Financial Network Wealth Advisors L | -2,836 | -15.5% | 15,494 |
| Rockefeller Capital Management L.P. | -1,470 | -5.4% | 25,530 |
| Parallel Advisors, LLC | -741 | -71.2% | 300 |
| OSAIC HOLDINGS, INC. | -506 | -0.9% | 56,713 |
| LPL Financial LLC | -368 | -2.4% | 14,955 |
| Signature Equity Partners, LLC | -25 | -0.2% | 12,915 |