Pacer Swan Sos Moderate JanuPSMDETF
13F holders, Q4 2025 (December 31)18holders +2
3new positions
1sold out
$32.47avg. 13F price*
At the end of Q4 2025, 18 institutions reported holding Pacer Swan Sos Moderate Janu (PSMD) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Swan Global Investments, LLC ($68.0M), Pacer Advisors, Inc. ($66.7M) and Susquehanna International Group, LLP ($1.8M).
- Company
- Pacer Swan Sos Moderate Janu
- Filed as
- PACER FDS TR (Q4 2025)
- CUSIP
- 69374H550
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $453K |
| Exits | 1 | $783K |
All 13F filers, Q3 2025 → Q4 2025: 27,781 shares bought and 264,809 shares sold, net −237,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Swan Global Investments, LLC | 3.22% | Reduce -3.6% | 2,095,017 | $68.0M |
| Pacer Advisors, Inc. | 0.18% | Reduce -5.5% | 2,054,300 | $66.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.4% | 54,774 | $1.8M |
| Anfield Capital Management, LLC | 0.45% | Reduce -2.3% | 43,928 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.7% | 36,336 | $1.2M |
| Insight Wealth Strategies, LLC | 0.08% | Add +41.8% | 20,287 | $659K |
| Old Mission Capital LLC | 0.03% | Add +42.9% | 19,947 | $648K |
| Bravias Capital Group, LLC | 0.38% | Reduce -3.8% | 19,601 | $636K |
| Cetera Investment Advisers | 0.00% | Add +21.5% | 10,845 | $352K |
| Allie Family Office LLC | 0.16% | No change | 10,369 | $337K |
| Independent Financial Group, LLC | 0.01% | No change | 9,020 | $293K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -37.3% | 7,776 | $252K |
| Sovran Advisors, LLC | 0.02% | New | 7,339 | $240K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,750 | $122K |
| JPMorgan Chase & Co. | 0.00% | New | 2,803 | $91K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,232 | $40K |
| UBS Group AG | 0.00% | Reduce -82.4% | 773 | $25K |
| 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.