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PSFJ Institutional Ownership

Pacer Swan SOS Flex (July) ETF
1W: +0.1% 1M: +0.5% 3M: +4.3% YTD: +9.2% 1Y: +10.6% 3Y: +51.8%
$36.19
+0.14 (+0.37%)
 
Weekly Expected Move ±0.9%
$35 $36 $36 $36 $37
ETF CBOE · AUM $46.1M

Institutional Ownership — PSFJ

16
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
60M
Total Invested
4
New Positions
3
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Pacer Advisors, Inc. 729,426 26M +83,364 +12.9% 20Q SEC ↗
2 Swan Global Investments, LLC 729,426 26M +83,364 +12.9% 12Q SEC ↗
3 Cetera Investment Advisers 148,005 5M -11,891 -7.4% 10Q SEC ↗
4 OSAIC HOLDINGS, INC. 26,641 964K -430 -1.6% 17Q SEC ↗
5 WORLD EQUITY GROUP, INC. 23,066 835K +8,536 +58.7% 3Q SEC ↗
6 Chicago Partners Investment Group LLC 13,689 495K — +0.0% 20Q SEC ↗
7 CITADEL ADVISORS LLC 12,937 468K -11,562 -47.2% 2Q SEC ↗
8 Financial Network Wealth Advisors LLC 10,591 383K -4,015 -27.5% 11Q SEC ↗
9 CALTON & ASSOCIATES, INC. NEW 9,470 343K — +0.0% 1Q SEC ↗
10 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 7,978 289K — +0.0% 19Q SEC ↗
11 JANE STREET GROUP, LLC NEW 6,542 237K — +0.0% 1Q SEC ↗
12 UBS Group AG NEW 590 21K — +0.0% 1Q SEC ↗
13 Ameritas Advisory Services, LLC NEW 473 17K — +0.0% 1Q SEC ↗
14 Signature Equity Partners, LLC 0 0K -1,100 -100.0% 2Q SEC ↗
15 Advisory Services Network, LLC 0 0K -1,024 -100.0% 1Q SEC ↗
16 OLD MISSION CAPITAL LLC 0 0K -11,943 -100.0% 6Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
CALTON & ASSOCIATES, INC. 9,470 343K
JANE STREET GROUP, LLC 6,542 237K
UBS Group AG 590 21K
Ameritas Advisory Services, LLC 473 17K
Sold Out (3)
HolderPrev SharesPrev Value
OLD MISSION CAPITAL LLC 11,943 432K
Signature Equity Partners, LLC 1,100 40K
Advisory Services Network, LLC 1,024 37K
Biggest Increases (3)
HolderAddedChange %Total Shares
Pacer Advisors, Inc. +83,364 +12.9% 729,426
Swan Global Investments, LLC +83,364 +12.9% 729,426
WORLD EQUITY GROUP, INC. +8,536 +58.7% 23,066
Biggest Decreases (4)
HolderReducedChange %Total Shares
Cetera Investment Advisers -11,891 -7.4% 148,005
CITADEL ADVISORS LLC -11,562 -47.2% 12,937
Financial Network Wealth Advisors L -4,015 -27.5% 10,591
OSAIC HOLDINGS, INC. -430 -1.6% 26,641

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms