PSMO Institutional Ownership
Pacer Swan SOS Moderate (October) ETF
1W: +0.2%
1M: +0.7%
3M: +4.2%
YTD: +9.8%
1Y: +11.1%
3Y: +41.1%
5Y: +63.6%
$33.77
+0.12 (+0.34%)
Weekly Expected Move ±0.8%
$33
$33
$34
$34
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PSMO
17
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
179M
Total Invested
3
New Positions
3
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 2,633,439 | 89M | -50,937 | -1.9% | 19Q | SEC ↗ |
| 2 | Swan Global Investments, LLC | 2,633,439 | 89M | -50,937 | -1.9% | 12Q | SEC ↗ |
| 3 | Anfield Capital Management, LLC | 99,422 | 3M | -1,408 | -1.4% | 8Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 38,121 | 1M | -4,820 | -11.2% | 3Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 36,694 | 1M | — | +0.0% | 15Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 35,082 | 1M | +2,908 | +9.0% | 18Q | SEC ↗ |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 18,667 | 630K | -437 | -2.3% | 19Q | SEC ↗ |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | 18,180 | 614K | — | +0.0% | 15Q | SEC ↗ |
| 9 | Sovran Advisors, LLC | 16,544 | 559K | +166 | +1.0% | 4Q | SEC ↗ |
| 10 | OLD MISSION CAPITAL LLC NEW | 15,627 | 528K | — | +0.0% | 1Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 11,923 | 403K | -18,012 | -60.2% | 2Q | SEC ↗ |
| 12 | Storen Legacy Partners, LLC | 11,325 | 382K | -922 | -7.5% | 3Q | SEC ↗ |
| 13 | LPL Financial LLC NEW | 9,602 | 324K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Socha Financial Group, LLC | 7,634 | 258K | +225 | +3.0% | 3Q | SEC ↗ |
| 15 | UBS Group AG NEW | 1,645 | 56K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Orion Capital Management LLC | 1,200 | 41K | — | +0.0% | 3Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 0 | 0K | -7,142 | -100.0% | 4Q | SEC ↗ |
| 18 | HARBOUR INVESTMENTS, INC. | 0 | 0K | -1,677 | -100.0% | 2Q | SEC ↗ |
| 19 | Allie Family Office LLC | 0 | 0K | -11,972 | -100.0% | 1Q | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 0 | 0K | -18 | -100.0% | 2Q | SEC ↗ |
| 21 | Advisory Services Network, LLC | 0 | 0K | -2,855 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 15,627 | 528K |
| LPL Financial LLC | 9,602 | 324K |
| UBS Group AG | 1,645 | 56K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Allie Family Office LLC | 11,972 | 404K |
| Kestra Advisory Services, LLC | 7,142 | 241K |
| Advisory Services Network, LLC | 2,855 | 96K |
| HARBOUR INVESTMENTS, INC. | 1,677 | 57K |
| Rockefeller Capital Management L.P. | 18 | 1K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +2,908 | +9.0% | 35,082 |
| Socha Financial Group, LLC | +225 | +3.0% | 7,634 |
| Sovran Advisors, LLC | +166 | +1.0% | 16,544 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Swan Global Investments, LLC | -50,937 | -1.9% | 2,633,439 |
| Pacer Advisors, Inc. | -50,937 | -1.9% | 2,633,439 |
| CITADEL ADVISORS LLC | -18,012 | -60.2% | 11,923 |
| Cetera Investment Advisers | -4,820 | -11.2% | 38,121 |
| Anfield Capital Management, LLC | -1,408 | -1.4% | 99,422 |
| Storen Legacy Partners, LLC | -922 | -7.5% | 11,325 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -437 | -2.3% | 18,667 |