Institutional Ownership Pacer Swan Sos Flex (January) (PSFD)
This table provides information about the institutional ownership of Pacer Swan Sos Flex (January) (PSFD). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 1.8 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
757,845
shares
|
$25.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
757,845
shares
|
$25.5 Million
1.26% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
82,266
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
79,586
shares
|
$2.67 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
30,000
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
19,642
shares
|
$659,971
0.0% of portfolio
|
Q4 2024
Added 65.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
17,849
shares
|
$599,726
0.0% of portfolio
|
Q3 2024
Reduced 34.01%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
15,299
shares
|
$514,046
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,718
shares
|
$494,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
8,392
shares
|
$281,971
0.52% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
7,500
shares
|
$252,000
0.0% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,512
shares
|
$50,803
0.02% of portfolio
|
Q1 2023
Reduced 63.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,394
shares
|
$46,838
0.01% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,261
shares
|
$42,369
0.0% of portfolio
|
Q1 2023
Reduced 53.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,167
shares
|
$39,211
0.0% of portfolio
|
Q1 2024
Reduced 46.52%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
309
shares
|
$10,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|