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Pacer Swan SOS Moderate July ETF
PSMJ

24 hedge funds and large institutions have $151M invested in Pacer Swan SOS Moderate July ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 177.67% → 179.22% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 25 → 24 (-1)

6% less capital invested

Capital invested by funds: $160M → $151M (-$9.04M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

92% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 12

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
1
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
+$64.8K
2
OMC
Old Mission Capital
Illinois
+$63K

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$3.12M
2
SGI
Swan Global Investments
Colorado
-$3.12M
3
Osaic Holdings
Osaic Holdings
Arizona
-$387K
4
AFP
Ausdal Financial Partners
Iowa
-$206K
5
GS
GTS Securities
New York
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$71.3M -$3.12M -96,789 -4%
SGI
2
Swan Global Investments
Colorado
$71.3M -$3.12M -96,789 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.62M -$387K -12,013 -19%
KAS
4
Kestra Advisory Services
Texas
$1.31M -$64.5K -1,999 -5%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$901K – – –
LPL Financial
6
LPL Financial
California
$843K – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$696K – – –
SA
8
Sovran Advisors
California
$403K – – –
ACM
9
Anfield Capital Management
California
$370K -$74.4K -2,307 -17%
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$370K -$355 -11 -0.1%
OMC
11
Old Mission Capital
Illinois
$357K +$63K +1,954 +21%
PPWM
12
Premier Private Wealth Management
Florida
$328K – – –
Citadel Advisors
13
Citadel Advisors
Florida
$327K -$49.1K -1,521 -13%
AAS
14
Ameritas Advisory Services
Nebraska
$318K – – –
CFG
15
Copley Financial Group
California
$278K -$3.45K -107 -1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$211K -$40.5K -1,255 -16%
AF
17
Allworth Financial
California
$64K – – –
ASN
18
Advisory Services Network
Georgia
$64K +$64.8K +2,010 New
JP Morgan Chase
19
JP Morgan Chase
New York
$62.8K -$38.7K -1,200 -37%
HI
20
Harbour Investments
Wisconsin
$60.9K -$81.8K -2,536 -57%
SS
21
Sunbelt Securities
Texas
$52.5K – – –
RIA
22
Realta Investment Advisors
Delaware
$36.6K – – –
UBS Group
23
UBS Group
Switzerland
$10.4K -$3.61K -112 -25%
DFA
24
DHJJ Financial Advisors
Illinois
$1.59K – – –
AFP
25
Ausdal Financial Partners
Iowa
– -$206K -6,405 Closed
1
2

PSMJ Hedge Fund Activity: Q1 2026 in Review

24 of the 8,141 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q1 2026, worth a combined $151M — down 5.6% from $160M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PSMJ and 1 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 1 added.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $64.8K. The largest seller was Pacer Advisors, cutting an estimated $3.12M.

  • 24 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q1 2026, down from 25 in Q4 2025.
  • Funds reported $151M of Pacer Swan SOS Moderate July ETF stock for Q1 2026, down 5.6% quarter-over-quarter.
  • 1 fund opened new Pacer Swan SOS Moderate July ETF positions in Q1 2026 and 2 closed out, a net change of -1 holder.
  • The largest Pacer Swan SOS Moderate July ETF buyer in Q1 2026 was Advisory Services Network, an estimated $64.8K added.
  • The largest Pacer Swan SOS Moderate July ETF seller in Q1 2026 was Pacer Advisors, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2026.