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Pacer Swan SOS Moderate July ETF
PSMJ

Overview Fund Activity

23 hedge funds and large institutions have $133M 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, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
1
Increased
3
Reduced
15
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$154K
2
KAS
Kestra Advisory Services
Texas
+$51.6K
3
Raymond James Financial
Raymond James Financial
Florida
+$4.31K
4
HI
Harbour Investments
Wisconsin
+$728

Top Sellers

1
SGI
Swan Global Investments
Colorado
-$5.51M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$5.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.07M
4
Osaic Holdings
Osaic Holdings
Arizona
-$985K
5
AAS
Ameritas Advisory Services
Nebraska
-$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
1
Swan Global Investments
Colorado
$62.1M -$5.51M -181,543 -8%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$62.1M -$5.51M -181,543 -8%
KAS
3
Kestra Advisory Services
Texas
$1.36M +$51.6K +1,700 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.05M -$985K -34,638 -48%
LPL Financial
5
LPL Financial
California
$911K -$249K -8,208 -21%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$859K – – –
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$847K -$13.9K -458 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$837K -$40.4K -1,332 -5%
OMC
9
Old Mission Capital
Illinois
$668K -$107K -3,516 -14%
Citadel Advisors
10
Citadel Advisors
Florida
$551K -$1.07M -35,430 -66%
ACM
11
Anfield Capital Management
California
$423K -$2.67K -88 -0.6%
UBS Group
12
UBS Group
Switzerland
$337K +$154K +5,074 +84%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$336K -$1.94K -64 -0.6%
CFG
14
Copley Financial Group
California
$279K -$49.6K -1,634 -15%
AFP
15
Ausdal Financial Partners
Iowa
$225K -$3.03K -100 -1%
AF
16
Allworth Financial
California
$61.8K – – –
HI
17
Harbour Investments
Wisconsin
$57.9K +$728 +24 +1%
SS
18
Sunbelt Securities
Texas
$46.9K – – –
RIA
19
Realta Investment Advisors
Delaware
$30.3K -$13.6K -450 -31%
AAS
20
Ameritas Advisory Services
Nebraska
$24.3K -$379K -12,500 -94%
Raymond James Financial
21
Raymond James Financial
Florida
$4.31K +$4.31K +142 New
DFA
22
DHJJ Financial Advisors
Illinois
$1.52K – – –
PS
23
Principal Securities
Iowa
$1.52K -$56.9K -1,875 -97%