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Pacer Swan SOS Moderate July ETF

24 hedge funds and large institutions have $134M invested in Pacer Swan SOS Moderate July ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 16 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding

Funds holding: 2324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $135M → $134M (-$1.3M)

3.38% less ownership

Funds ownership: 179.86%176.48% (-3.4%)

81% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 16

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
3
Reduced
16
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Swan Global Investments
Colorado
$62.1M -$5.14M -181,543 -8%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$62.1M -$5.14M -181,543 -8%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.51M -$613K -21,641 -30%
KAS
4
Kestra Advisory Services
Texas
$1.36M +$48.2K +1,700 +4%
LPL Financial
5
LPL Financial
California
$911K -$233K -8,208 -21%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$859K
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$847K -$13K -458 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$837K -$37.7K -1,332 -5%
OMC
9
Old Mission Capital
Illinois
$668K -$99.6K -3,516 -14%
Citadel Advisors
10
Citadel Advisors
Florida
$551K -$1M -35,430 -66%
ACM
11
Anfield Capital Management
California
$423K -$2.49K -88 -0.6%
UBS Group
12
UBS Group
Switzerland
$337K +$144K +5,074 +84%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$336K -$1.81K -64 -0.6%
CFG
14
Copley Financial Group
California
$279K -$46.3K -1,634 -15%
IFG
15
Independent Financial Group
California
$238K -$21.3K -750 -9%
AFP
16
Ausdal Financial Partners
Iowa
$225K -$2.83K -100 -1%
AF
17
Allworth Financial
California
$61.8K
HI
18
Harbour Investments
Wisconsin
$57.9K +$680 +24 +1%
SS
19
Sunbelt Securities
Texas
$46.9K
RIA
20
Realta Investment Advisors
Delaware
$30.3K -$12.8K -450 -31%
AAS
21
Ameritas Advisory Services
Nebraska
$24.3K -$354K -12,500 -94%
Raymond James Financial
22
Raymond James Financial
Florida
$4.31K +$4.02K +142 New
DFA
23
DHJJ Financial Advisors
Illinois
$1.52K
PS
24
Principal Securities
Iowa
$1.52K -$53.1K -1,875 -97%

PSMJ Hedge Fund Activity: Q2 2025 in Review

24 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q2 2025, worth a combined $134M — down 0.96% from $135M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PSMJ positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $144K. The largest seller was Pacer Advisors, cutting an estimated $5.14M.

  • 24 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q2 2025, up from 23 in Q1 2025.
  • Funds reported $134M of Pacer Swan SOS Moderate July ETF stock for Q2 2025, down 0.96% quarter-over-quarter.
  • 1 fund opened new Pacer Swan SOS Moderate July ETF positions in Q2 2025 and 0 closed out, a net change of +1 holder.
  • The largest Pacer Swan SOS Moderate July ETF buyer in Q2 2025 was UBS Group, an estimated $144K added.
  • The largest Pacer Swan SOS Moderate July ETF seller in Q2 2025 was Pacer Advisors, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2025.