Pacer Swan Sos Moderate AprPSMRETF
13F holders, Q1 2025 (March 31)16holders +1
3new positions
2sold out
1famous investor
$27.14avg. 13F price*
At the end of Q1 2025, 16 institutions reported holding Pacer Swan Sos Moderate Apr (PSMR) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Swan Global Investments, LLC ($52.7M), Pacer Advisors, Inc. ($52.7M) and Kestra Advisory Services, LLC ($11.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Swan Sos Moderate Apr
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H519
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $11.8M |
| Exits | 2 | $872K |
All 13F filers, Q4 2024 → Q1 2025: 479,058 shares bought and 138,428 shares sold, net +340,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Swan Global Investments, LLC | 2.67% | Reduce -2.6% | 1,940,278 | $52.7M |
| Pacer Advisors, Inc. | 0.14% | Reduce -2.6% | 1,940,278 | $52.7M |
| Kestra Advisory Services, LLC | 0.05% | New | 410,475 | $11.1M |
| Anfield Capital Management, LLC | 1.00% | Reduce -0.0% | 100,249 | $2.7M |
| Brass Tax Wealth Management, Inc. | 0.56% | Add +0.7% | 97,559 | $2.6M |
| LPL Financial LLC | 0.00% | Add +2.9% | 66,174 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +33.5% | 44,759 | $1.2M |
| Citadel Advisors | 0.00% | Add +295.7% | 42,233 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.06% | No change | 25,329 | $687K |
| Integrity Alliance, Llc. | 0.02% | New | 15,710 | $426K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.4% | 15,470 | $420K |
| Old Mission Capital LLC | 0.01% | Reduce -30.2% | 12,171 | $330K |
| Independent Financial Group, LLC | 0.01% | New | 7,519 | $204K |
| Principal Securities, Inc. | 0.00% | No change | 400 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.0% | 91 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $136 |
"% of holder's portfolio" is PSMR's weight in each manager's 13F, not the share of Pacer Swan Sos Moderate Apr the manager owns.