We are live on ! Find out more
PSMJ icon

Pacer Swan SOS Moderate July ETF

23 hedge funds and large institutions have $135M invested in Pacer Swan SOS Moderate July ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5.28% more ownership

Funds ownership: 174.57%179.86% (+5.3%)

5% more funds holding

Funds holding: 2223 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $140M → $135M (-$5.35M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
4
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$62M -$1.67M -58,454 -3%
SGI
2
Swan Global Investments
Colorado
$62M -$1.67M -58,454 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.99M +$506K +17,717 +33%
Citadel Advisors
4
Citadel Advisors
Florida
$1.49M +$1.53M +53,599 New
KAS
5
Kestra Advisory Services
Texas
$1.2M +$45K +1,575 +4%
LPL Financial
6
LPL Financial
California
$1.06M -$269K -9,430 -20%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$805K -$71K -2,487 -8%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$790K -$13.4K -468 -2%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$788K
OMC
10
Old Mission Capital
Illinois
$711K -$709K -24,820 -49%
ACM
11
Anfield Capital Management
California
$390K -$286 -10 -0.1%
AAS
12
Ameritas Advisory Services
Nebraska
$370K
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$310K -$86 -3 -0%
CFG
14
Copley Financial Group
California
$301K -$58.6K -2,053 -16%
IFG
15
Independent Financial Group
California
$239K
AFP
16
Ausdal Financial Partners
Iowa
$209K -$5.71K -200 -3%
UBS Group
17
UBS Group
Switzerland
$168K +$172K +6,026 New
AF
18
Allworth Financial
California
$55.9K
PS
19
Principal Securities
Iowa
$54.7K
HI
20
Harbour Investments
Wisconsin
$52.4K +$8.17K +286 +18%
SS
21
Sunbelt Securities
Texas
$45.9K
RIA
22
Realta Investment Advisors
Delaware
$40.3K +$12.8K +450 +45%
DFA
23
DHJJ Financial Advisors
Illinois
$1.39K
SFG
24
Socha Financial Group
New York
-$216K -7,600 Closed

PSMJ Hedge Fund Activity: Q1 2025 in Review

23 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q1 2025, worth a combined $135M — down 3.8% from $140M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PSMJ positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.53M. The largest seller was Pacer Advisors, cutting an estimated $1.67M.

  • 23 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q1 2025, up from 22 in Q4 2024.
  • Funds reported $135M of Pacer Swan SOS Moderate July ETF stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 2 funds opened new Pacer Swan SOS Moderate July ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
  • The largest Pacer Swan SOS Moderate July ETF buyer in Q1 2025 was Citadel Advisors, an estimated $1.53M added.
  • The largest Pacer Swan SOS Moderate July ETF seller in Q1 2025 was Pacer Advisors, an estimated $1.67M sold.

Based on aggregated 13F filings for Q1 2025.