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Pacer Swan SOS Moderate April ETF
PSMR

Overview Fund Activity

13 hedge funds and large institutions have $164M invested in Pacer Swan SOS Moderate April ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
2
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGI
1
Swan Global Investments
Colorado
$73.6M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$73.6M
3
UBS Group
3
UBS Group
Switzerland
$72.2K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$8.84M
2
BTWM
2
Brass Tax Wealth Management
Ohio
$1.49M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$578K
5
LPL Financial
5
LPL Financial
California
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$73.6M 2,590,216 +649,938 +33%
SGI
2
Swan Global Investments
Colorado
$73.6M 2,590,216 +649,938 +33%
KAS
3
Kestra Advisory Services
Texas
$8.84M 310,896 -99,579 -24%
ACM
4
Anfield Capital Management
California
$2.79M 98,243 -2,006 -2%
LPL Financial
5
LPL Financial
California
$1.61M 56,706 -9,468 -14%
BTWM
6
Brass Tax Wealth Management
Ohio
$1.49M 52,516 -45,043 -46%
CWG
7
Cornerstone Wealth Group
North Carolina
$720K 25,329 – –
Osaic Holdings
8
Osaic Holdings
Arizona
$578K 20,713 -24,046 -54%
ASN
9
Advisory Services Network
Georgia
$428K 14,920 -550 -4%
OMC
10
Old Mission Capital
Illinois
$304K 10,678 -1,493 -12%
IA
11
Integrity Alliance
Iowa
$223K 7,855 -7,855 -50%
UBS Group
12
UBS Group
Switzerland
$72.2K 2,540 +2,540 New
DFA
13
DHJJ Financial Advisors
Illinois
$143 5 – –
Citadel Advisors
14
Citadel Advisors
Florida
– – -42,233 Closed
PS
15
Principal Securities
Iowa
– – -400 Closed
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
– – -91 Closed