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Pacer Swan SOS Moderate July ETF

25 hedge funds and large institutions have $160M invested in Pacer Swan SOS Moderate July ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2525 (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: 5 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $166M → $160M (-$5.53M)

5.03% less ownership

Funds ownership: 182.7%177.67% (-5%)

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

Holders
25
Holders Change
Holders Change %
0%
% 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
5
Increased
2
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Swan Global Investments
Colorado
$75.2M -$4.32M -135,829 -5%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$75.2M -$4.32M -135,829 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.02M -$95.7K -3,010 -5%
KAS
4
Kestra Advisory Services
Texas
$1.39M -$17K -535 -1%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$912K
LPL Financial
6
LPL Financial
California
$853K -$18K -566 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$704K -$151K -4,744 -18%
ACM
8
Anfield Capital Management
California
$449K
SA
9
Sovran Advisors
California
$393K
Citadel Advisors
10
Citadel Advisors
Florida
$380K -$53.2K -1,675 -12%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$375K -$37.6K -1,183 -9%
PPWM
12
Premier Private Wealth Management
Florida
$333K +$327K +10,290 New
AAS
13
Ameritas Advisory Services
Nebraska
$322K +$318K +10,000 New
OMC
14
Old Mission Capital
Illinois
$298K +$294K +9,254 New
CFG
15
Copley Financial Group
California
$284K -$10.6K -333 -4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$254K
AFP
17
Ausdal Financial Partners
Iowa
$206K
GS
18
GTS Securities
New York
$202K +$200K +6,278 New
HI
19
Harbour Investments
Wisconsin
$144K +$4.38K +138 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$103K -$5.5K -173 -5%
AF
21
Allworth Financial
California
$64.8K -$540 -17 -0.8%
SS
22
Sunbelt Securities
Texas
$53.1K
RIA
23
Realta Investment Advisors
Delaware
$37K +$31.8K +1,000 +667%
UBS Group
24
UBS Group
Switzerland
$14.2K +$14K +440 New
DFA
25
DHJJ Financial Advisors
Illinois
$1.61K

PSMJ Hedge Fund Activity: Q4 2025 in Review

25 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q4 2025, worth a combined $160M — down 3.3% from $166M a quarter earlier.

Fund positioning in PSMJ was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 11 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $318K. The largest seller was Pacer Advisors, cutting an estimated $4.32M.

  • 25 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $160M of Pacer Swan SOS Moderate July ETF stock for Q4 2025, down 3.3% quarter-over-quarter.
  • 5 funds opened new Pacer Swan SOS Moderate July ETF positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest Pacer Swan SOS Moderate July ETF buyer in Q4 2025 was Ameritas Advisory Services, an estimated $318K added.
  • The largest Pacer Swan SOS Moderate July ETF seller in Q4 2025 was Pacer Advisors, an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2025.