Who Owns Pacer Swan SOS Moderate (July) ETF (PSMJ)?Hedge Fund & Institutional Holders
Institutional Holders
25
as of Q4 2025
Total Institutional Value
$7.522100020000004e+81T
% of Float Held
—
QoQ Change in Holders
+10 / -4
Price History
PSMJ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sovran Advisors, LLC | New Position | +12K | +$392.0M |
| OLD MISSION CAPITAL LLC | New Position | +9K | +$298.0M |
| Realta Investment Advisors | New Position | +1K | +$37.0M |
| UBS Group AG | New Position | +440 | +$14.0M |
| DHJJ Financial Advisors, Ltd. | New Position | +50 | +$1.0M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +12K | +$374K |
| Premier Private Wealth Management LLC | New Position | +10K | +$333K |
| Ameritas Advisory Services, LLC | New Position | +10K | +$322K |
| GTS SECURITIES LLC | New Position | +6K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +22K | +$0 |
| HARBOUR INVESTMENTS, INC. | Increased | +138 | +$-135.9M |
PSMJ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Pacer Advisors, Inc. | Decreased | -136K | -$77.9B |
| Swan Global Investments, LLC | Decreased | -136K | -$2.8B |
| LPL Financial LLC | Decreased | -566 | -$853.3M |
| GOLDMAN SACHS GROUP INC | Closed Position | -20K | -$623.4M |
| CITADEL ADVISORS LLC | Decreased | -2K | -$425.3M |
| JPMORGAN CHASE & CO | Decreased | -173 | -$106.0M |
| Advisory Services Network, LLC | Closed Position | -3K | -$89.5M |
| Allworth Financial LP | Decreased | -17 | -$64.0M |
| OSAIC HOLDINGS, INC. | Decreased | -3K | -$60.5M |
| Copley Financial Group, Inc. | Decreased | -333 | -$5.1M |
| Kestra Advisory Services, LLC | Decreased | -535 | -$378K |
| BANK OF AMERICA CORP /DE/ | Closed Position | -975 | -$30K |
| PRINCIPAL SECURITIES, INC. | Closed Position | -50 | -$1K |
Top Institutional Holders(Q4 2025)
PSMJ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 25 | $78.8B | +6 |
| Q3 2025 | 19 | $162.5B | -3 |
| Q2 2025 | 22 | $129.2B | +0 |
| Q1 2025 | 22 | $132.2B | +3 |
| Q4 2024 | 19 | $505.0B | +3 |
| Q3 2024 | 16 | $2.2T | +0 |
| Q2 2024 | 16 | $430.1B | +0 |
| Q1 2024 | 16 | $373.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 25 institutional investors hold PSMJ (Pacer Swan SOS Moderate (July) ETF). The largest holder is Swan Global Investments, LLC with $75.2B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own PSMJ?
As of Q4 2025, 25 institutional investors report holding PSMJ (Pacer Swan SOS Moderate (July) ETF) in their 13F filings.
Who is the largest institutional holder of PSMJ?
The largest institutional holder of PSMJ is Swan Global Investments, LLC with $75.2B in shares.
Is institutional ownership of PSMJ increasing or decreasing?
This quarter, 10 institutions opened new positions in PSMJ and 4 closed their positions.