Who Owns PSMJ?
Pacer Swan SOS Moderate (July) ETF — Institutional Ownership & 13F Holdings
$33.60
+0.00 (+0.00%)
Market Cap
$88.7M
Shares Outstanding
2,632,033
Institutional Holders
22
Total Inst. Value
$68.9M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
4
Closed Positions
1
Increased
3
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Swan Global Investments, LLC | $62.0M | 2,229,019 |
| 2 | OSAIC HOLDINGS, INC. | $2.0M | 71,448 |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $805K | 28,930 |
| 4 | Cambridge Investment Research Advisors, Inc. | $790K | 28,390 |
| 5 | Rockefeller Capital Management L.P. | $788K | 28,310 |
| 6 | OLD MISSION CAPITAL LLC | $711K | 25,547 |
| 7 | Anfield Capital Management, LLC | $390K | 14,028 |
| 8 | Ameritas Advisory Services, LLC | $370K | 13,300 |
| 9 | Copley Financial Group, Inc. | $366K | 12,874 |
| 10 | Ausdal Financial Partners, Inc. | $209K | 7,505 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +17K | $2.0M |
| UBS Group AGNew | +6K | $168K |
| HARBOUR INVESTMENTS, INC. | +286 | $52K |
| Realta Investment AdvisorsNew | +1K | $40K |
| CITADEL ADVISORS LLCNew | +54K | $1K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Swan Global Investments, LLC | -58K | $62.0M |
| Pacer Advisors, Inc. | -58K | $62K |
| OLD MISSION CAPITAL LLC | -25K | $711K |
| LPL Financial LLC | -9K | $1K |
| COMMONWEALTH EQUITY SERVICES, LLC | -2K | $805K |
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Frequently Asked Questions
How many institutional investors hold PSMJ?
As of Q1 2025, 22 institutional investors report holding PSMJ (Pacer Swan SOS Moderate (July) ETF) in their 13F filings.
Which hedge fund owns the most PSMJ?
The largest institutional holder of PSMJ is Swan Global Investments, LLC with $62.0M in shares.
Are institutions buying or selling PSMJ?
This quarter, 4 institutions opened new positions in PSMJ and 1 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.