Pacer Swan Sos Moderate JanuPSMDETF
13F holders, Q2 2025 (June 30)18holders
3new positions
3sold out
1famous investor
$30.43avg. 13F price*
At the end of Q2 2025, 18 institutions reported holding Pacer Swan Sos Moderate Janu (PSMD) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were Swan Global Investments, LLC ($68.5M), Pacer Advisors, Inc. ($68.4M) and Kestra Advisory Services, LLC ($9.7M). 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 (Q2 2025)
- CUSIP
- 69374H550
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.9M |
| Exits | 3 | $30K |
All 13F filers, Q1 2025 → Q2 2025: 64,995 shares bought and 513,940 shares sold, net −448,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Swan Global Investments, LLC | 3.17% | Reduce -8.2% | 2,249,521 | $68.5M |
| Pacer Advisors, Inc. | 0.18% | Reduce -8.2% | 2,249,521 | $68.4M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -13.7% | 318,351 | $9.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.1% | 54,548 | $1.7M |
| Anfield Capital Management, LLC | 0.50% | Reduce -10.9% | 49,377 | $1.5M |
| Old Mission Capital LLC | 0.04% | New | 46,532 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.8% | 29,335 | $893K |
| Bravias Capital Group, LLC | 0.45% | No change | 20,368 | $620K |
| Wolverine Trading, LLC | 0.01% | New | 12,172 | $369K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 11,073 | $337K |
| Insight Wealth Strategies, LLC | 0.04% | Add +41.1% | 10,813 | $329K |
| Allie Family Office LLC | 0.16% | Reduce -33.2% | 10,369 | $315K |
| Citadel Advisors | 0.00% | Reduce -84.9% | 8,558 | $260K |
| LPL Financial LLC | 0.00% | No change | 7,715 | $235K |
| Independent Financial Group, LLC | 0.01% | No change | 7,020 | $214K |
| UBS Group AG | 0.00% | New | 2,625 | $80K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -3.2% | 1,232 | $37K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 135 | $4K |
"% 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.