PACER SWAN SOS MOD OCT ETF (PSMO) Institutional Ownership Changes & 13F Activity
PACER SWAN SOS MOD OCT ETF (PSMO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Swan Global Investments, Llc, Pacer Advisors, Inc., Anfield Capital Management, Llc, Commonwealth Equity Services, Llc, and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Storen Legacy Partners, Llc | Buy | +12,247 | — | 12,247 | $376.69K | Q4 2025 | Mar 05, 2026 |
| Cetera Investment Advisers | Buy | +42,504 | — | 42,504 | $1.31M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +35,478 | — | 35,478 | $1.09M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +18 | — | 18 | $554.00 | Q4 2025 | Feb 17, 2026 |
| Allie Family Office Llc | Buy | +11,972 | — | 11,972 | $368.23K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +7,142 | — | 7,142 | $219.67K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +42,998 | — | 42,998 | $1.32M | Q4 2025 | Feb 12, 2026 |
| Swan Global Investments, Llc | Buy | +2,800,433 | — | 2,800,433 | $86.14M | Q4 2025 | Feb 11, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +19,582 | — | 19,582 | $602.29K | Q4 2025 | Feb 09, 2026 |
| Harbour Investments, Inc. | Buy | +1,677 | — | 1,677 | $51.75K | Q4 2025 | Feb 09, 2026 |
| Pacer Advisors, Inc. | Buy | +2,800,433 | — | 2,800,433 | $86.13M | Q4 2025 | Feb 04, 2026 |
| Anfield Capital Management, Llc | Buy | +100,830 | — | 100,830 | $3.10M | Q4 2025 | Feb 03, 2026 |
| Orion Capital Management Llc | Buy | +1,200 | — | 1,200 | $36.91K | Q4 2025 | Feb 03, 2026 |
| Socha Financial Group, Llc | Buy | +7,085 | — | 7,085 | $217.92K | Q4 2025 | Jan 30, 2026 |
| Sovran Advisors, Llc | Buy | +16,378 | — | 16,378 | $507.42K | Q4 2025 | Jan 20, 2026 |
Frequently asked questions about PSMO activity
Which institutional owners are buying PSMO?
Institutional owners buying PSMO 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 PSMO activity?
"Buy" means an investor increased their reported position in PSMO compared to the prior reporting period. This reflects growing exposure to PACER SWAN SOS MOD OCT ETF (PSMO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PSMO increasing?
Institutional interest in PSMO 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.