PACER SWAN SOS MODERATE JULY (PSMJ) Institutional Ownership Changes & 13F Activity
PACER SWAN SOS MODERATE JULY (PSMJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pacer Advisors, Inc., Swan Global Investments, Llc, Kestra Advisory Services, Llc, Lpl Financial Llc, and Anfield Capital Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Buy | +10,832 | +21.3% | 61,607 | $2.08M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +3,300 | +33.0% | 13,300 | $449.87K | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | Buy | +108,723 | +4.9% | 2,347,266 | $79.40M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -2,100 | -7.4% | 26,210 | $886.55K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +47 | +2.5% | 1,959 | $66.26K | Q2 2026 | Aug 12, 2026 |
| Swan Global Investments, Llc | Buy | +108,723 | +4.9% | 2,347,266 | $79.41M | Q2 2026 | Aug 11, 2026 |
| Copley Financial Group, Inc. | Sell | -1,716 | -19.7% | 7,003 | $236.88K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +19,596 | +74.0% | 46,066 | $1.56M | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -553 | -4.8% | 11,076 | $374.65K | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, Llc | Buy | +795 | +6.6% | 12,930 | $436.54K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -156 | -0.7% | 21,711 | $734.37K | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -34,089 | -82.9% | 7,044 | $238.26K | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | Sell | -1,650 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Old Mission Capital Llc | Sell | -11,208 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -10,279 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -2,010 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cetera Investment Advisers | Sell | -6,639 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Anfield Capital Management, Llc | Sell | -11,633 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Ubs Group Ag | Sell | -328 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about PSMJ activity
Which institutional owners are buying PSMJ?
Institutional owners buying PSMJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PSMJ activity?
"Buy" means an investor increased their reported position in PSMJ compared to the prior reporting period. This reflects growing exposure to PACER SWAN SOS MODERATE JULY (PSMJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PSMJ increasing?
Institutional interest in PSMJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.