Pacer Swan Sos Moderate AprPSMRETF
13F holders, Q2 2025 (June 30)13holders −3
1new positions
4sold out
$28.43avg. 13F price*
At the end of Q2 2025, 13 institutions reported holding Pacer Swan Sos Moderate Apr (PSMR) in their 13F filings, down 3 from Q1 2025. 1 opened new positions and 4 sold out. The largest holders were Swan Global Investments, LLC ($73.6M), Pacer Advisors, Inc. ($73.6M) and Kestra Advisory Services, LLC ($8.8M).
- Company
- Pacer Swan Sos Moderate Apr
- Filed as
- PACER FDS TR (Q2 2025)
- CUSIP
- 69374H519
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $72K |
| Exits | 4 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,302,416 shares bought and 228,594 shares sold, net +1,073,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Swan Global Investments, LLC | 3.41% | Add +33.5% | 2,590,216 | $73.6M |
| Pacer Advisors, Inc. | 0.19% | Add +33.5% | 2,590,216 | $73.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -24.3% | 310,896 | $8.8M |
| Anfield Capital Management, LLC | 0.92% | Reduce -2.0% | 98,243 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -14.3% | 56,706 | $1.6M |
| Brass Tax Wealth Management, Inc. | 0.29% | Reduce -46.2% | 52,516 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.6% | 32,402 | $921K |
| Cornerstone Wealth Group, LLC | 0.05% | No change | 25,329 | $720K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.6% | 14,920 | $428K |
| Old Mission Capital LLC | 0.01% | Reduce -12.3% | 10,678 | $304K |
| Integrity Alliance, Llc. | 0.01% | Reduce -50.0% | 7,855 | $223K |
| UBS Group AG | 0.00% | New | 2,540 | $72K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $143 |
"% 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.