Pacer Swan Sos Moderate JulyPSMJETF
13F holders, Q2 2025 (June 30)24holders +1
1new positions
0sold out
1famous investor
$30.33avg. 13F price*
At the end of Q2 2025, 24 institutions reported holding Pacer Swan Sos Moderate July (PSMJ) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Swan Global Investments, LLC ($62.1M), Pacer Advisors, Inc. ($62.1M) and Osaic Holdings, Inc. ($1.5M). 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 (Q2 2025)
- CUSIP
- 69374H493
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 6,940 shares bought and 451,132 shares sold, net −444,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Swan Global Investments, LLC | 2.88% | Reduce -8.1% | 2,047,476 | $62.1M |
| Pacer Advisors, Inc. | 0.16% | Reduce -8.1% | 2,047,476 | $62.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.3% | 49,807 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.9% | 44,881 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -21.5% | 30,045 | $911K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,310 | $859K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 27,932 | $847K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.6% | 27,598 | $837K |
| Old Mission Capital LLC | 0.02% | Reduce -13.8% | 22,031 | $668K |
| Citadel Advisors | 0.00% | Reduce -66.1% | 18,169 | $551K |
| Anfield Capital Management, LLC | 0.14% | Reduce -0.6% | 13,940 | $423K |
| UBS Group AG | 0.00% | Add +84.2% | 11,100 | $337K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -0.6% | 11,078 | $336K |
| Copley Financial Group, Inc. | 0.21% | Reduce -15.1% | 9,187 | $279K |
| Independent Financial Group, LLC | 0.01% | Reduce -8.7% | 7,850 | $238K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -1.3% | 7,405 | $225K |
| Allworth Financial LP | 0.00% | No change | 2,036 | $62K |
| Harbour Investments, Inc. | 0.00% | Add +1.3% | 1,910 | $58K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,650 | $47K |
| Realta Investment Advisors | 0.01% | Reduce -31.0% | 1,000 | $30K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -94.0% | 800 | $24K |
| Raymond James Financial Inc. | 0.00% | New | 142 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 50 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -97.4% | 50 | $2K |
"% 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.