Pacer Swan Sos Moderate JulyPSMJETF
13F holders, Q3 2025 (September 30)25holders +1
6new positions
5sold out
1famous investor
$31.56avg. 13F price*
At the end of Q3 2025, 25 institutions reported holding Pacer Swan Sos Moderate July (PSMJ) in their 13F filings, up 1 from Q2 2025. 6 opened new positions and 5 sold out. The largest holders were Swan Global Investments, LLC ($78.0M), Pacer Advisors, Inc. ($78.0M) and Osaic Holdings, Inc. ($2.1M). 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 (Q3 2025)
- CUSIP
- 69374H493
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 5 | $1.9M |
All 13F filers, Q2 2025 → Q3 2025: 914,475 shares bought and 73,794 shares sold, net +840,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Swan Global Investments, LLC | 3.45% | Add +20.7% | 2,471,161 | $78.0M |
| Pacer Advisors, Inc. | 0.20% | Add +20.7% | 2,471,161 | $78.0M |
| Osaic Holdings, Inc. | 0.00% | Add +32.1% | 65,798 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.7% | 43,667 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,310 | $893K |
| LPL Financial LLC | 0.00% | Reduce -10.0% | 27,036 | $853K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.6% | 26,611 | $840K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,753 | $623K |
| Anfield Capital Management, LLC | 0.13% | No change | 13,940 | $440K |
| Citadel Advisors | 0.00% | Reduce -25.8% | 13,475 | $425K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +15.8% | 12,823 | $405K |
| Sovran Advisors, LLC | 0.03% | New | 12,135 | $385K |
| Copley Financial Group, Inc. | 0.20% | Reduce -0.3% | 9,159 | $289K |
| Cetera Investment Advisers | 0.00% | New | 7,894 | $249K |
| Independent Financial Group, LLC | 0.01% | No change | 7,850 | $248K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -13.5% | 6,405 | $202K |
| Harbour Investments, Inc. | 0.00% | Add +125.7% | 4,310 | $136K |
| JPMorgan Chase & Co. | 0.00% | New | 3,377 | $107K |
| Advisory Services Network, LLC | 0.00% | New | 2,835 | $89K |
| Allworth Financial LP | 0.00% | Reduce -0.3% | 2,029 | $64K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,650 | $52K |
| Bank of America Corp. | 0.00% | New | 975 | $31K |
| Realta Investment Advisors | 0.00% | Reduce -85.0% | 150 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 50 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 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.