Pacer Swan Sos Moderate JanuPSMDETF
13F holders, Q1 2025 (March 31)18holders +3
4new positions
1sold out
1famous investor
$28.68avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Pacer Swan Sos Moderate Janu (PSMD) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were Swan Global Investments, LLC ($70.2M), Pacer Advisors, Inc. ($70.2M) and Kestra Advisory Services, LLC ($10.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Swan Sos Moderate Janu
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H550
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $672K |
| Exits | 1 | $240K |
All 13F filers, Q4 2024 → Q1 2025: 935,175 shares bought and 15,560 shares sold, net +919,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Swan Global Investments, LLC | 3.56% | Add +19.6% | 2,448,997 | $70.2M |
| Pacer Advisors, Inc. | 0.18% | Add +19.6% | 2,448,997 | $70.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +7.9% | 368,849 | $10.6M |
| Osaic Holdings, Inc. | 0.00% | Add +41.5% | 58,693 | $1.7M |
| Citadel Advisors | 0.00% | Add +459.3% | 56,584 | $1.6M |
| Anfield Capital Management, LLC | 0.59% | Reduce -1.8% | 55,450 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +120.3% | 28,820 | $826K |
| Bravias Capital Group, LLC | 0.47% | No change | 20,368 | $584K |
| Allie Family Office LLC | 0.24% | New | 15,524 | $445K |
| Avantax Advisory Services, Inc. | 0.00% | Add +33.0% | 11,073 | $318K |
| LPL Financial LLC | 0.00% | Reduce -45.0% | 7,715 | $221K |
| Insight Wealth Strategies, LLC | 0.03% | New | 7,662 | $220K |
| Independent Financial Group, LLC | 0.01% | No change | 7,020 | $201K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -1.6% | 1,273 | $37K |
| Principal Securities, Inc. | 0.00% | No change | 800 | $23K |
| Sound Income Strategies, LLC | 0.00% | New | 150 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 135 | $4K |
| Realta Investment Advisors | 0.00% | New | 100 | $3K |
"% of holder's portfolio" is PSMD's weight in each manager's 13F, not the share of Pacer Swan Sos Moderate Janu the manager owns.