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Pacer Swan SOS Moderate October ETF

16 hedge funds and large institutions have $182M invested in Pacer Swan SOS Moderate October ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

39% more capital invested

Capital invested by funds: $131M → $182M (+$51.2M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 1616 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.52% less ownership

Funds ownership: 186.62%182.1% (-4.5%)

Holders
16
Holders Change
Holders Change %
0%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
6
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Swan Global Investments
Colorado
$86.1M +$21.7M +713,367 +34%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$86.1M +$23.6M +775,658 +38%
ACM
3
Anfield Capital Management
California
$3.1M +$2.56M +84,268 +509%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.32M +$135K +4,431 +11%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.31M +$1.29M +42,504 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.09M +$1.49K +49 +0.1%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$602K -$12K -394 -2%
IFG
8
Independent Financial Group
California
$559K
SA
9
Sovran Advisors
California
$507K +$50.6K +1,665 +11%
SLP
10
Storen Legacy Partners
Indiana
$377K +$372K +12,247 New
AFO
11
Allie Family Office
Florida
$368K +$364K +11,972 New
KAS
12
Kestra Advisory Services
Texas
$220K
SFG
13
Socha Financial Group
New York
$218K +$215K +7,085 New
HI
14
Harbour Investments
Wisconsin
$51.8K -$20.2K -664 -28%
OCM
15
Orion Capital Management
California
$36.9K +$36.5K +1,200 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$554
OMC
17
Old Mission Capital
Illinois
-$739K -24,519 Closed
Goldman Sachs
18
Goldman Sachs
New York
-$602K -19,970 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$382K -12,673 Closed
ASN
20
Advisory Services Network
Georgia
-$103K -3,405 Closed

PSMO Hedge Fund Activity: Q4 2025 in Review

16 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate October ETF (PSMO) for Q4 2025, worth a combined $182M — up 39% from $131M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSMO positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $23.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $739K sold.

  • 16 institutional investors held Pacer Swan SOS Moderate October ETF (PSMO) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $182M of Pacer Swan SOS Moderate October ETF stock for Q4 2025, up 39% quarter-over-quarter.
  • 5 funds opened new Pacer Swan SOS Moderate October ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest Pacer Swan SOS Moderate October ETF buyer in Q4 2025 was Pacer Advisors, an estimated $23.6M added.
  • The largest Pacer Swan SOS Moderate October ETF seller in Q4 2025 was Old Mission Capital, an estimated $739K sold.

Based on aggregated 13F filings for Q4 2025.