Pacer Swan Sos Moderate JanuPSMDETF

13F holders, Q3 2025 (September 30)
16holders −2
3new positions
4sold out
$31.64avg. 13F price*

At the end of Q3 2025, 16 institutions reported holding Pacer Swan Sos Moderate Janu (PSMD) in their 13F filings, down 2 from Q2 2025. 3 opened new positions and 4 sold out. The largest holders were Swan Global Investments, LLC ($68.8M), Pacer Advisors, Inc. ($68.8M) and Susquehanna International Group, LLP ($2.2M).

Company
Pacer Swan Sos Moderate Janu
Filed as
PACER FDS TR (Q3 2025)
CUSIP
69374H550
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 16Q1 2024Q2 2024: 14Q2 2024Q3 2024: 16Q3 2024Q4 2024: 15Q4 2024Q1 2025: 18Q1 2025Q2 2025: 18Q2 2025Q3 2025: 16Q3 2025Q4 2025: 18Q4 2025Q1 2026: 18Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions3$3.3M
Exits4$10.6M

All 13F filers, Q2 2025 → Q3 2025: 110,609 shares bought and 553,541 shares sold, net −442,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Swan Global Investments, LLC 3.04% Reduce -3.4% 2,173,770 $68.8M
Pacer Advisors, Inc. 0.18% Reduce -3.4% 2,173,770 $68.8M
Susquehanna International Group, LLP 0.00% New 69,686 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -2.4% 53,216 $1.7M
Anfield Capital Management, LLC 0.42% Reduce -8.9% 44,968 $1.4M
Goldman Sachs Group Inc. 0.00% New 24,748 $783K
Bravias Capital Group, LLC 0.43% No change 20,368 $644K
Insight Wealth Strategies, LLC 0.05% Add +32.3% 14,305 $453K
Old Mission Capital LLC 0.02% Reduce -70.0% 13,962 $442K
Commonwealth Equity Services, LLC 0.00% Reduce -57.7% 12,403 $392K
Allie Family Office LLC 0.16% No change 10,369 $328K
Independent Financial Group, LLC 0.01% Add +28.5% 9,020 $285K
Cetera Investment Advisers 0.00% New 8,923 $282K
UBS Group AG 0.00% Add +67.0% 4,385 $139K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,232 $39K
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.