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PSMR Institutional Ownership

Pacer Swan SOS Moderate (April) ETF
1W: +0.1% 1M: +0.6% 3M: +3.0% YTD: +11.0% 1Y: +12.5% 3Y: +40.6% 5Y: +52.1%
$33.09
+0.05 (+0.15%)
 
Weekly Expected Move ±0.4%
$33 $33 $33 $33 $33
ETF CBOE · AUM $91.0M

Institutional Ownership — PSMR

15
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
163M
Total Invested
1
New Positions
4
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (17 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Pacer Advisors, Inc. 2,411,647 80M +137,180 +6.0% 20Q SEC ↗
2 Swan Global Investments, LLC 2,411,647 80M +137,180 +6.0% 12Q SEC ↗
3 Anfield Capital Management, LLC 86,208 3M -5,490 -6.0% 8Q SEC ↗
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 55,016 2M -14,036 -20.3% 4Q SEC ↗
5 Storen Legacy Partners, LLC 43,215 1M -612 -1.4% 3Q SEC ↗
6 LPL Financial LLC 39,938 1M -3,287 -7.6% 9Q SEC ↗
7 OSAIC HOLDINGS, INC. 26,263 869K +11,125 +73.5% 21Q SEC ↗
8 Foundations Investment Advisors, LLC NEW 21,440 710K — +0.0% 1Q SEC ↗
9 Cornerstone Wealth Group, LLC 16,459 545K — +0.0% 10Q SEC ↗
10 OLD MISSION CAPITAL LLC 14,351 475K -11,338 -44.1% 7Q SEC ↗
11 Advisory Services Network, LLC 10,845 359K -875 -7.5% 11Q SEC ↗
12 INTEGRITY ALLIANCE, LLC. 6,855 227K -1,000 -12.7% 6Q SEC ↗
13 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 500 17K +400 +400.0% 2Q SEC ↗
14 DHJJ Financial Advisors, Ltd. 5 0K — +0.0% 12Q SEC ↗
15 CITADEL ADVISORS LLC 0 0K -9,345 -100.0% 1Q SEC ↗
16 Kestra Advisory Services, LLC 0 0K -3,671 -100.0% 1Q SEC ↗
17 UBS Group AG 0 0K -960 -100.0% 4Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
Foundations Investment Advisors, LL 21,440 710K
Sold Out (3)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 9,345 309K
Kestra Advisory Services, LLC 3,671 121K
UBS Group AG 960 32K
Biggest Increases (4)
HolderAddedChange %Total Shares
Swan Global Investments, LLC +137,180 +6.0% 2,411,647
Pacer Advisors, Inc. +137,180 +6.0% 2,411,647
OSAIC HOLDINGS, INC. +11,125 +73.5% 26,263
BLUE BELL PRIVATE WEALTH MANAGEMENT +400 +400.0% 500
Biggest Decreases (7)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -14,036 -20.3% 55,016
OLD MISSION CAPITAL LLC -11,338 -44.1% 14,351
Anfield Capital Management, LLC -5,490 -6.0% 86,208
LPL Financial LLC -3,287 -7.6% 39,938
INTEGRITY ALLIANCE, LLC. -1,000 -12.7% 6,855
Advisory Services Network, LLC -875 -7.5% 10,845
Storen Legacy Partners, LLC -612 -1.4% 43,215

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