We are live on ! Find out more
PSMO icon

Pacer Swan SOS Moderate October ETF
PSMO

10 hedge funds and large institutions have $155M invested in Pacer Swan SOS Moderate October ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less capital invested

Capital invested by funds: $168M → $155M (-$13.1M)

33% less funds holding

Funds holding: 15 → 10 (-5)

35.8% less ownership

Funds ownership: 194.85% → 159.05% (-36%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
10
Holders Change
-5
Holders Change %
-33.33%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
1
Increased
1
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$5.07M
2
KAS
Kestra Advisory Services
Texas
+$197K

Top Sellers

Rank Fund Capital Flow
1
BTWM
Brass Tax Wealth Management
Ohio
-$15.8M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$5.14M
3
SGI
Swan Global Investments
Colorado
-$5.14M
4
Citadel Advisors
Citadel Advisors
Florida
-$1M
5
OMC
Old Mission Capital
Illinois
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$60.8M -$5.14M -186,463 -8%
SGI
2
Swan Global Investments
Colorado
$60.8M -$5.14M -186,463 -8%
MML Investors Services
3
MML Investors Services
Massachusetts
$28.4M +$5.07M +183,929 +23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.58M -$1.16K -42 -0.1%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.02M -$203K -7,386 -17%
BTWM
6
Brass Tax Wealth Management
Ohio
$834K -$15.8M -574,517 -95%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$576K -$2.73K -99 -0.5%
IFG
8
Independent Financial Group
California
$526K – – –
ACM
9
Anfield Capital Management
California
$449K – – –
KAS
10
Kestra Advisory Services
Texas
$206K +$197K +7,142 New
Citadel Advisors
11
Citadel Advisors
Florida
– -$1M -36,908 Closed
OMC
12
Old Mission Capital
Illinois
– -$520K -19,159 Closed
LPL Financial
13
LPL Financial
California
– -$204K -7,501 Closed
RIA
14
Realta Investment Advisors
Delaware
– -$8.15K -300 Closed
PS
15
Principal Securities
Iowa
– -$5.52K -200 Closed
UBS Group
16
UBS Group
Switzerland
– -$5.3K -195 Closed

PSMO Hedge Fund Activity: Q2 2025 in Review

10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate October ETF (PSMO) for Q2 2025, worth a combined $155M — down 7.8% from $168M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PSMO and 1 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 1 added.

The largest buyer was MML Investors Services, adding an estimated $5.07M. The largest seller was Brass Tax Wealth Management, cutting an estimated $15.8M.

  • 10 institutional investors held Pacer Swan SOS Moderate October ETF (PSMO) as of Q2 2025, down from 15 in Q1 2025.
  • Funds reported $155M of Pacer Swan SOS Moderate October ETF stock for Q2 2025, down 7.8% quarter-over-quarter.
  • 1 fund opened new Pacer Swan SOS Moderate October ETF positions in Q2 2025 and 6 closed out, a net change of -5 holders.
  • The largest Pacer Swan SOS Moderate October ETF buyer in Q2 2025 was MML Investors Services, an estimated $5.07M added.
  • The largest Pacer Swan SOS Moderate October ETF seller in Q2 2025 was Brass Tax Wealth Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2025.