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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

PSMJ

PSMJ 13F Investor Activity Report

Pacer Swan Sos Moderate July

-$9.0M

Net Activity

Institutions Holding

24

Popularity Rank

#7818

Avg Weight

0.14%

Total Value

$151.2M

Ownership Trend

24 institutions currently hold PSMJ, with 2 net buyers and 14 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

14

Net Buying Institutions

2

Key Holders

Key Holders

Top 5 by Value

PA
Pacer Advisors, Inc.
$71.3M
SG
Swan Global Investments, LLC
$71.3M
OH
Osaic Holdings, INC.
$1.6M
KA
Kestra Advisory Services, LLC
$1.3M
RC
Rockefeller Capital Management L.P.
$901.2K

Top 5 by Conviction

SG
Swan Global Investments, LLC
2.38%
PP
Premier Private Wealth Management LLC
0.35%
PA
Pacer Advisors, Inc.
0.20%
CF
Copley Financial Group, Inc.
0.17%
AC
Anfield Capital Management, LLC
0.10%
View all 24 holding institutions

Across its top 20 institutional holders, PSMJ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$420.8K

Total Buy Value

$156.3M

Total Sell Value

New buy1
Trim12
Add1
Sold out2

2

Net Buyers

14

Net Sellers

Smart Money Convergence

PSMJ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

69374H493

FAQ

Who are the top institutional investors holding PACER SWAN SOS MODERATE JULY (PSMJ)?
Major stakeholders currently include Pacer Advisors, Inc. ($71.3M), Swan Global Investments, LLC ($71.3M), Osaic Holdings, INC. ($1.6M). Based on the latest 13F filings, there are a total of 24 tracked investment funds and institutions maintaining positions in PSMJ.
What is the overall institutional sentiment toward PSMJ recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $9.0M, driven by 2 managers accumulating shares while 14 reduced their exposure.
Which institutions have been selling or reducing their PSMJ positions?
In the latest period, 12 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $156.3M.
Are there any notable investors adding PSMJ to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $420.8K.

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