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Pacer Swan SOS Moderate July ETF

22 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
Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.3%
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
Shares
Change %
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$62M -$1.63M -58,454 -3%
SGI
2
Swan Global Investments
Colorado
$62M -$1.63M -58,454 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.99M +$493K +17,717 +33%
Citadel Advisors
4
Citadel Advisors
Florida
$1.49M +$1.49M +53,599 New
KAS
5
Kestra Advisory Services
Texas
$1.2M +$43.8K +1,575 +4%
LPL Financial
6
LPL Financial
California
$1.06M -$262K -9,430 -20%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$805K -$69.2K -2,487 -8%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$790K -$13K -468 -2%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$788K
OMC
10
Old Mission Capital
Illinois
$711K -$691K -24,820 -49%
ACM
11
Anfield Capital Management
California
$390K -$278 -10 -0.1%
AAS
12
Ameritas Advisory Services
Nebraska
$370K
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$310K -$83 -3 -0%
CFG
14
Copley Financial Group
California
$301K -$57.1K -2,053 -16%
AFP
15
Ausdal Financial Partners
Iowa
$209K -$5.57K -200 -3%
UBS Group
16
UBS Group
Switzerland
$168K +$168K +6,026 New
AF
17
Allworth Financial
California
$55.9K
PS
18
Principal Securities
Iowa
$54.7K
HI
19
Harbour Investments
Wisconsin
$52.4K +$7.94K +286 +18%
SS
20
Sunbelt Securities
Texas
$45.9K
RIA
21
Realta Investment Advisors
Delaware
$40.3K +$12.5K +450 +45%
DFA
22
DHJJ Financial Advisors
Illinois
$1.39K
SFG
23
Socha Financial Group
New York
-$216K -7,600 Closed