PSMJ Institutional Ownership
Pacer Swan SOS Moderate (July) ETF
1W: +0.1%
1M: +0.5%
3M: +3.6%
YTD: +7.7%
1Y: +9.2%
3Y: +47.5%
5Y: +66.8%
$34.69
+0.10 (+0.30%)
Weekly Expected Move ±0.7%
$34
$34
$34
$35
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PSMJ
22
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
166M
Total Invested
0
New Positions
7
Increased
11
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 2,347,266 | 81M | +108,723 | +4.9% | 20Q | SEC ↗ |
| 2 | Swan Global Investments, LLC | 2,347,266 | 81M | +108,723 | +4.9% | 12Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 61,607 | 2M | +10,832 | +21.3% | 20Q | SEC ↗ |
| 4 | LPL Financial LLC | 46,066 | 2M | +19,596 | +74.0% | 8Q | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 26,210 | 909K | -2,100 | -7.4% | 16Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 21,711 | 753K | -156 | -0.7% | 16Q | SEC ↗ |
| 7 | Ameritas Advisory Services, LLC | 13,300 | 461K | +3,300 | +33.0% | 3Q | SEC ↗ |
| 8 | Sovran Advisors, LLC | 12,930 | 449K | +795 | +6.6% | 4Q | SEC ↗ |
| 9 | Anfield Capital Management, LLC | 11,633 | 404K | -2,307 | -16.5% | 8Q | SEC ↗ |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 11,076 | 384K | -553 | -4.8% | 16Q | SEC ↗ |
| 11 | Premier Private Wealth Management LLC | 10,290 | 357K | — | +0.0% | 3Q | SEC ↗ |
| 12 | Kestra Advisory Services, LLC | 7,044 | 244K | -34,089 | -82.9% | 16Q | SEC ↗ |
| 13 | Copley Financial Group, Inc. | 7,003 | 243K | -1,716 | -19.7% | 8Q | SEC ↗ |
| 14 | Allworth Financial LP | 2,012 | 70K | — | +0.0% | 9Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 1,959 | 68K | +47 | +2.5% | 8Q | SEC ↗ |
| 16 | Sunbelt Securities, Inc. | 1,650 | 57K | — | +0.0% | 13Q | SEC ↗ |
| 17 | Realta Investment Advisors | 1,150 | 40K | — | +0.0% | 16Q | SEC ↗ |
| 18 | DHJJ Financial Advisors, Ltd. | 50 | 2K | — | +0.0% | 12Q | SEC ↗ |
| 19 | OLD MISSION CAPITAL LLC | 0 | 0K | -11,208 | -100.0% | 2Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 0 | 0K | -2,004 | -100.0% | 3Q | SEC ↗ |
| 21 | Advisory Services Network, LLC | 0 | 0K | -2,010 | -100.0% | 1Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 0 | 0K | -10,279 | -100.0% | 5Q | SEC ↗ |
| 23 | GTS SECURITIES LLC | 0 | 0K | -6,278 | -100.0% | 1Q | SEC ↗ |
| 24 | UBS Group AG | 0 | 0K | -328 | -100.0% | 2Q | SEC ↗ |
| 25 | Ausdal Financial Partners, Inc. | 0 | 0K | -6,405 | -100.0% | 6Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 0 | 0K | -6,639 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 11,208 | 389K |
| CITADEL ADVISORS LLC | 10,279 | 357K |
| Cetera Investment Advisers | 6,639 | 230K |
| Ausdal Financial Partners, Inc. | 6,405 | 222K |
| GTS SECURITIES LLC | 6,278 | 218K |
| Advisory Services Network, LLC | 2,010 | 70K |
| JPMORGAN CHASE & CO | 2,004 | 70K |
| UBS Group AG | 328 | 11K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Pacer Advisors, Inc. | +108,723 | +4.9% | 2,347,266 |
| Swan Global Investments, LLC | +108,723 | +4.9% | 2,347,266 |
| LPL Financial LLC | +19,596 | +74.0% | 46,066 |
| OSAIC HOLDINGS, INC. | +10,832 | +21.3% | 61,607 |
| Ameritas Advisory Services, LLC | +3,300 | +33.0% | 13,300 |
| Sovran Advisors, LLC | +795 | +6.6% | 12,930 |
| HARBOUR INVESTMENTS, INC. | +47 | +2.5% | 1,959 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -34,089 | -82.9% | 7,044 |
| Anfield Capital Management, LLC | -2,307 | -16.5% | 11,633 |
| Rockefeller Capital Management L.P. | -2,100 | -7.4% | 26,210 |
| Copley Financial Group, Inc. | -1,716 | -19.7% | 7,003 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -553 | -4.8% | 11,076 |
| COMMONWEALTH EQUITY SERVICES, LLC | -156 | -0.7% | 21,711 |