Who Owns PSMD?
Pacer Swan SOS Moderate (January) ETF — Institutional Ownership & 13F Holdings
$33.49
+0.01 (+0.02%)
Market Cap
$91.3M
Shares Outstanding
2,646,557
Institutional Holders
17
Total Inst. Value
$76.2M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
5
Closed Positions
2
Increased
7
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Swan Global Investments, LLC | $70.2M | 2,448,997 |
| 2 | OSAIC HOLDINGS, INC. | $1.7M | 58,693 |
| 3 | Anfield Capital Management, LLC | $1.6M | 55,450 |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $826K | 28,820 |
| 5 | Bravias Capital Group, LLC | $584K | 20,368 |
| 6 | Allie Family Office LLCNew | $445K | 15,524 |
| 7 | AVANTAX ADVISORY SERVICES, INC. | $318K | 11,073 |
| 8 | LPL Financial LLC | $221K | 7,715 |
| 9 | Insight Wealth Strategies, LLCNew | $219K | 7,662 |
| 10 | Pacer Advisors, Inc. | $70K | 2,448,997 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Swan Global Investments, LLC | +401K | $70.2M |
| OSAIC HOLDINGS, INC. | +17K | $1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | +16K | $826K |
| Allie Family Office LLCNew | +16K | $445K |
| AVANTAX ADVISORY SERVICES, INC. | +3K | $318K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -6K | $221K |
| Anfield Capital Management, LLC | -994 | $1.6M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | -21 | $36 |
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Frequently Asked Questions
How many institutional investors hold PSMD?
As of Q1 2025, 17 institutional investors report holding PSMD (Pacer Swan SOS Moderate (January) ETF) in their 13F filings.
Which hedge fund owns the most PSMD?
The largest institutional holder of PSMD is Swan Global Investments, LLC with $70.2M in shares.
Are institutions buying or selling PSMD?
This quarter, 5 institutions opened new positions in PSMD and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.