Who Owns Pacer Swan SOS Moderate (January) ETF (PSMD)?Hedge Fund & Institutional Holders
Institutional Holders
17
as of Q4 2025
Total Institutional Value
$6.802500014260001e+66T
% of Float Held
—
QoQ Change in Holders
+7 / -1
Price History
PSMD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Bravias Capital Group, LLC | New Position | +20K | +$636.0M |
| Sovran Advisors, LLC | New Position | +7K | +$240.0M |
| OLD MISSION CAPITAL LLC | Increased | +6K | +$205.2M |
| DHJJ Financial Advisors, Ltd. | New Position | +135 | +$4.0M |
| Insight Wealth Strategies, LLC | Increased | +6K | +$206K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +1K | +$39K |
| Kestra Advisory Services, LLC | New Position | +4K | +$0 |
| JPMORGAN CHASE & CO | New Position | +3K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +8K | +$0 |
| Cetera Investment Advisers | Increased | +2K | +$-282.3M |
PSMD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Pacer Advisors, Inc. | Decreased | -119K | -$68.7B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -15K | -$1.2B |
| GOLDMAN SACHS GROUP INC | Closed Position | -25K | -$783.0M |
| Swan Global Investments, LLC | Decreased | -79K | -$753.1M |
| OSAIC HOLDINGS, INC. | Decreased | -17K | -$665.5M |
| UBS Group AG | Decreased | -4K | -$113.7M |
| Anfield Capital Management, LLC | Decreased | -1K | -$-3.2M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 2,095,017 | $68.0B | 2.01% | Share |
| 2 | Anfield Capital Management, LLC | 43,928 | $1.4B | 0.45% | Share |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,774 | $1.0B | 0.00% | Share |
| 4 | OSAIC HOLDINGS, INC. | 36,336 | $1.0B | 0.00% | Share |
| 5 | OLD MISSION CAPITAL LLC | 19,947 | $647.0M | 0.01% | Share |
| 6 | Bravias Capital Group, LLC | 19,601 | $636.0M | 0.38% | Share |
| 7 | Allie Family Office LLC | 10,369 | $336.0M | 0.16% | Share |
| 8 | Sovran Advisors, LLC | 7,339 | $240.0M | 0.02% | Share |
| 9 | Pacer Advisors, Inc. | 2,054,300 | $66.7M | 0.17% | Share |
| 10 | UBS Group AG | 773 | $25.0M | 0.00% | Share |
| 11 | DHJJ Financial Advisors, Ltd. | 135 | $4.0M | 0.00% | Share |
| 12 | Insight Wealth Strategies, LLC | 20,287 | $658K | 0.08% | Share |
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,232 | $39K | 0.01% | Share |
| 14 | Kestra Advisory Services, LLC | 3,750 | $0 | 0.00% | Share |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 7,776 | $0 | 0.00% | Share |
| 16 | JPMORGAN CHASE & CO | 2,803 | $0 | 0.00% | Share |
| 17 | Cetera Investment Advisers | 10,845 | $0 | 0.00% | Share |
PSMD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 17 | $73.4B | +6 |
| Q3 2025 | 11 | $144.8B | -5 |
| Q2 2025 | 16 | $142.6B | -1 |
| Q1 2025 | 17 | $147.8B | +3 |
| Q4 2024 | 14 | $88.0B | +1 |
| Q3 2024 | 13 | $1.6T | +1 |
| Q2 2024 | 12 | $91.3B | -2 |
| Q1 2024 | 14 | $1.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 17 institutional investors hold PSMD (Pacer Swan SOS Moderate (January) ETF). The largest holder is Swan Global Investments, LLC with $68.0B in shares. This quarter, 7 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own PSMD?
As of Q4 2025, 17 institutional investors report holding PSMD (Pacer Swan SOS Moderate (January) ETF) in their 13F filings.
Who is the largest institutional holder of PSMD?
The largest institutional holder of PSMD is Swan Global Investments, LLC with $68.0B in shares.
Is institutional ownership of PSMD increasing or decreasing?
This quarter, 7 institutions opened new positions in PSMD and 1 closed their positions.