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Pacer Swan SOS Moderate April ETF
PSMR

13 hedge funds and large institutions have $165M 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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $128M → $165M (+$36.6M)

5.28% more ownership

Funds ownership: 171.59% → 176.87% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less funds holding

Funds holding: 16 → 13 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
13
Holders Change
-3
Holders Change %
-18.75%
% 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
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$17.8M
2
SGI
Swan Global Investments
Colorado
+$17.8M
3
UBS Group
UBS Group
Switzerland
+$69.5K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$2.72M
2
BTWM
Brass Tax Wealth Management
Ohio
-$1.23M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.15M
4
Osaic Holdings
Osaic Holdings
Arizona
-$338K
5
LPL Financial
LPL Financial
California
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$73.6M +$17.8M +649,938 +33%
SGI
2
Swan Global Investments
Colorado
$73.6M +$17.8M +649,938 +33%
KAS
3
Kestra Advisory Services
Texas
$8.84M -$2.72M -99,579 -24%
ACM
4
Anfield Capital Management
California
$2.79M -$54.9K -2,006 -2%
LPL Financial
5
LPL Financial
California
$1.61M -$259K -9,468 -14%
BTWM
6
Brass Tax Wealth Management
Ohio
$1.49M -$1.23M -45,043 -46%
Osaic Holdings
7
Osaic Holdings
Arizona
$921K -$338K -12,357 -28%
CWG
8
Cornerstone Wealth Group
North Carolina
$720K – – –
ASN
9
Advisory Services Network
Georgia
$428K -$15K -550 -4%
OMC
10
Old Mission Capital
Illinois
$304K -$40.8K -1,493 -12%
IA
11
Integrity Alliance
Iowa
$223K -$215K -7,855 -50%
UBS Group
12
UBS Group
Switzerland
$72.2K +$69.5K +2,540 New
DFA
13
DHJJ Financial Advisors
Illinois
$143 – – –
Citadel Advisors
14
Citadel Advisors
Florida
– -$1.15M -42,233 Closed
IFG
15
Independent Financial Group
California
– -$204K -7,519 Closed
PS
16
Principal Securities
Iowa
– -$11.2K -400 Closed
JP Morgan Chase
17
JP Morgan Chase
New York
– -$2.47K -91 Closed

PSMR Hedge Fund Activity: Q2 2025 in Review

13 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate April ETF (PSMR) for Q2 2025, worth a combined $165M — up 29% from $128M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PSMR and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was Pacer Advisors, adding an estimated $17.8M. The largest seller was Kestra Advisory Services, cutting an estimated $2.72M.

  • 13 institutional investors held Pacer Swan SOS Moderate April ETF (PSMR) as of Q2 2025, down from 16 in Q1 2025.
  • Funds reported $165M of Pacer Swan SOS Moderate April ETF stock for Q2 2025, up 29% quarter-over-quarter.
  • 1 fund opened new Pacer Swan SOS Moderate April ETF positions in Q2 2025 and 4 closed out, a net change of -3 holders.
  • The largest Pacer Swan SOS Moderate April ETF buyer in Q2 2025 was Pacer Advisors, an estimated $17.8M added.
  • The largest Pacer Swan SOS Moderate April ETF seller in Q2 2025 was Kestra Advisory Services, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2025.