Pacer Swan Sos Moderate JulyPSMJETF
13F holders, Q1 2025 (March 31)23holders +1
2new positions
1sold out
1famous investor
$27.82avg. 13F price*
At the end of Q1 2025, 23 institutions reported holding Pacer Swan Sos Moderate July (PSMJ) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Pacer Advisors, Inc. ($62.0M), Swan Global Investments, LLC ($62.0M) and Osaic Holdings, Inc. ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Swan Sos Moderate July
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H493
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.7M |
| Exits | 1 | $216K |
All 13F filers, Q4 2024 → Q1 2025: 79,653 shares bought and 163,979 shares sold, net −84,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Pacer Advisors, Inc. | 0.16% | Reduce -2.6% | 2,229,019 | $62.0M |
| Swan Global Investments, LLC | 3.15% | Reduce -2.6% | 2,229,019 | $62.0M |
| Osaic Holdings, Inc. | 0.00% | Add +33.0% | 71,448 | $2.0M |
| Citadel Advisors | 0.00% | New | 53,599 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.8% | 43,181 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -19.8% | 38,253 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.9% | 28,930 | $805K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 28,390 | $790K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,310 | $788K |
| Old Mission Capital LLC | 0.01% | Reduce -49.3% | 25,547 | $711K |
| Anfield Capital Management, LLC | 0.14% | Reduce -0.1% | 14,028 | $390K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 13,300 | $370K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -0.0% | 11,142 | $310K |
| Copley Financial Group, Inc. | 0.23% | Reduce -15.9% | 10,821 | $301K |
| Independent Financial Group, LLC | 0.01% | No change | 8,600 | $239K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -2.6% | 7,505 | $209K |
| UBS Group AG | 0.00% | New | 6,026 | $168K |
| Allworth Financial LP | 0.00% | No change | 2,036 | $56K |
| Principal Securities, Inc. | 0.00% | No change | 1,925 | $55K |
| Harbour Investments, Inc. | 0.00% | Add +17.9% | 1,886 | $52K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,650 | $46K |
| Realta Investment Advisors | 0.02% | Add +45.0% | 1,450 | $40K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 50 | $1K |
"% of holder's portfolio" is PSMJ's weight in each manager's 13F, not the share of Pacer Swan Sos Moderate July the manager owns.