Who Owns Pacer Swan SOS Moderate (October) ETF (PSMO)?Hedge Fund & Institutional Holders
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$8.61418613431011e+34T
% of Float Held
—
QoQ Change in Holders
+7 / -5
Price History
PSMO — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Cetera Investment Advisers | New Position | +43K | +$1.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +43K | +$1.0M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +20K | +$602K |
| Sovran Advisors, LLC | New Position | +16K | +$507K |
| Allie Family Office LLC | New Position | +12K | +$368K |
| Socha Financial Group, LLC | New Position | +7K | +$217K |
| Orion Capital Management LLC | New Position | +1K | +$36K |
| Anfield Capital Management, LLC | Increased | +84K | +$-496.2M |
| OSAIC HOLDINGS, INC. | Increased | +49 | +$-1.1B |
| Pacer Advisors, Inc. | Increased | +776K | +$-61.0B |
| Swan Global Investments, LLC | Increased | +713K | +$-62.8B |
PSMO — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | Closed Position | -25K | -$739.2M |
| GOLDMAN SACHS GROUP INC | Closed Position | -20K | -$602.1M |
| BRASS TAX WEALTH MANAGEMENT, INC | Closed Position | -13K | -$406.8M |
| CITADEL ADVISORS LLC | Closed Position | -13K | -$382.1M |
| Advisory Services Network, LLC | Closed Position | -3K | -$102.7M |
| HARBOUR INVESTMENTS, INC. | Decreased | -664 | -$70.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 2,800,433 | $86.1M | 2.55% | Share |
| 2 | Pacer Advisors, Inc. | 2,800,433 | $86.1M | 0.22% | Share |
| 3 | Anfield Capital Management, LLC | 100,830 | $3.1M | 0.98% | Share |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 42,998 | $1.0M | 0.00% | Share |
| 5 | Cetera Investment Advisers | 42,504 | $1.0M | 0.00% | Share |
| 6 | OSAIC HOLDINGS, INC. | 35,478 | $1.0M | 0.00% | Share |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 19,582 | $602K | 0.09% | Share |
| 8 | Sovran Advisors, LLC | 16,378 | $507K | 0.04% | Share |
| 9 | Allie Family Office LLC | 11,972 | $368K | 0.17% | Share |
| 10 | Socha Financial Group, LLC | 7,085 | $217K | 0.11% | Share |
| 11 | HARBOUR INVESTMENTS, INC. | 1,677 | $51K | 0.00% | Share |
| 12 | Orion Capital Management LLC | 1,200 | $36K | 0.01% | Share |
| 13 | Kestra Advisory Services, LLC | 7,142 | $0 | 0.00% | Share |
| 14 | Rockefeller Capital Management L.P. | 18 | $0 | 0.00% | Share |
PSMO Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $180.2M | +2 |
| Q3 2025 | 12 | $128.0B | +3 |
| Q2 2025 | 9 | $123.7B | -6 |
| Q1 2025 | 15 | $162.7B | +2 |
| Q4 2024 | 13 | $74.1B | +4 |
| Q3 2024 | 9 | $34.1T | -1 |
| Q2 2024 | 10 | $36.8T | +1 |
| Q1 2024 | 9 | $36.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 14 institutional investors hold PSMO (Pacer Swan SOS Moderate (October) ETF). The largest holder is Swan Global Investments, LLC with $86.1M in shares. This quarter, 7 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own PSMO?
As of Q4 2025, 14 institutional investors report holding PSMO (Pacer Swan SOS Moderate (October) ETF) in their 13F filings.
Who is the largest institutional holder of PSMO?
The largest institutional holder of PSMO is Swan Global Investments, LLC with $86.1M in shares.
Is institutional ownership of PSMO increasing or decreasing?
This quarter, 7 institutions opened new positions in PSMO and 5 closed their positions.