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Pacer Swan SOS Moderate January ETF

18 hedge funds and large institutions have $155M invested in Pacer Swan SOS Moderate January ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1818 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.32% less ownership

Funds ownership: 175.82%175.49% (-0.32%)

3% less capital invested

Capital invested by funds: $159M → $155M (-$3.97M)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
2
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Swan Global Investments
Colorado
$68.5M -$5.79M -199,476 -8%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$68.4M -$5.79M -199,476 -8%
KAS
3
Kestra Advisory Services
Texas
$9.69M -$1.47M -50,498 -14%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.66M -$120K -4,145 -7%
ACM
5
Anfield Capital Management
California
$1.5M -$176K -6,073 -11%
OMC
6
Old Mission Capital
Illinois
$1.42M +$1.35M +46,532 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$893K +$15K +515 +2%
BCG
8
Bravias Capital Group
New Jersey
$620K
Wolverine Trading
9
Wolverine Trading
Illinois
$369K +$354K +12,172 New
AAS
10
Avantax Advisory Services
Texas
$337K
IWS
11
Insight Wealth Strategies
California
$329K +$91.5K +3,151 +41%
AFO
12
Allie Family Office
Florida
$315K -$150K -5,155 -33%
Citadel Advisors
13
Citadel Advisors
Florida
$260K -$1.39M -48,026 -85%
LPL Financial
14
LPL Financial
California
$235K
IFG
15
Independent Financial Group
California
$214K
UBS Group
16
UBS Group
Switzerland
$79.9K +$76.2K +2,625 New
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$37.5K -$1.19K -41 -3%
DFA
18
DHJJ Financial Advisors
Illinois
$4.11K
PS
19
Principal Securities
Iowa
-$23.3K -800 Closed
SIS
20
Sound Income Strategies
Florida
-$4.3K -150 Closed
RIA
21
Realta Investment Advisors
Delaware
-$2.87K -100 Closed

PSMD Hedge Fund Activity: Q2 2025 in Review

18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate January ETF (PSMD) for Q2 2025, worth a combined $155M — down 2.5% from $159M a quarter earlier.

Fund positioning in PSMD was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 8 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.35M. The largest seller was Pacer Advisors, cutting an estimated $5.79M.

  • 18 institutional investors held Pacer Swan SOS Moderate January ETF (PSMD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $155M of Pacer Swan SOS Moderate January ETF stock for Q2 2025, down 2.5% quarter-over-quarter.
  • 3 funds opened new Pacer Swan SOS Moderate January ETF positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest Pacer Swan SOS Moderate January ETF buyer in Q2 2025 was Old Mission Capital, an estimated $1.35M added.
  • The largest Pacer Swan SOS Moderate January ETF seller in Q2 2025 was Pacer Advisors, an estimated $5.79M sold.

Based on aggregated 13F filings for Q2 2025.