PSMD Institutional Ownership
Pacer Swan SOS Moderate (January) ETF
1W: +0.1%
1M: +0.7%
3M: +3.6%
YTD: +9.1%
1Y: +11.1%
3Y: +45.3%
5Y: +59.0%
$35.42
+0.08 (+0.23%)
Weekly Expected Move ±0.5%
$35
$35
$35
$35
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PSMD
18
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
168M
Total Invested
1
New Positions
2
Increased
7
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. | 2,342,410 | 83M | -22,667 | -1.0% | 20Q | SEC ↗ |
| 2 | Swan Global Investments, LLC | 2,342,410 | 83M | -22,667 | -1.0% | 12Q | SEC ↗ |
| 3 | Anfield Capital Management, LLC | 77,774 | 3M | +33,846 | +77.0% | 8Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 48,060 | 2M | +3,055 | +6.8% | 20Q | SEC ↗ |
| 5 | Insight Wealth Strategies, LLC | 40,170 | 1M | +14,351 | +55.6% | 6Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,493 | 903K | -17,696 | -41.0% | 4Q | SEC ↗ |
| 7 | Bravias Capital Group, LLC | 19,601 | 694K | — | +0.0% | 7Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 13,300 | 471K | — | +0.0% | 14Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 11,172 | 396K | — | +0.0% | 4Q | SEC ↗ |
| 10 | Allie Family Office LLC | 10,369 | 367K | — | +0.0% | 6Q | SEC ↗ |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | 7,950 | 282K | -1,070 | -11.9% | 8Q | SEC ↗ |
| 12 | Sovran Advisors, LLC | 7,339 | 260K | — | +0.0% | 3Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 6,430 | 228K | -200 | -3.0% | 3Q | SEC ↗ |
| 14 | Cornerstone Wealth Group, LLC | 6,067 | 215K | — | +0.0% | 2Q | SEC ↗ |
| 15 | UBS Group AG NEW | 3,290 | 117K | — | +0.0% | 1Q | SEC ↗ |
| 16 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 1,170 | 41K | — | +0.0% | 14Q | SEC ↗ |
| 17 | DHJJ Financial Advisors, Ltd. | 135 | 5K | — | +0.0% | 12Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 0 | 0K | -2,803 | -100.0% | 1Q | SEC ↗ |
| 19 | OLD MISSION CAPITAL LLC | 0 | 0K | -46,258 | -100.0% | 4Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 0 | 0K | -14,741 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 3,290 | 117K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 46,258 | 2M |
| CITADEL ADVISORS LLC | 14,741 | 522K |
| JPMORGAN CHASE & CO | 2,803 | 99K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Anfield Capital Management, LLC | +33,846 | +77.0% | 77,774 |
| Insight Wealth Strategies, LLC | +14,351 | +55.6% | 40,170 |
| OSAIC HOLDINGS, INC. | +3,055 | +6.8% | 48,060 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Pacer Advisors, Inc. | -22,667 | -1.0% | 2,342,410 |
| Swan Global Investments, LLC | -22,667 | -1.0% | 2,342,410 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -17,696 | -41.0% | 25,493 |
| INDEPENDENT FINANCIAL GROUP, LLC | -1,070 | -11.9% | 7,950 |
| Kestra Advisory Services, LLC | -200 | -3.0% | 6,430 |