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PSMR · Pacer Swan SOS Moderate (April) ETF ETF

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$32.85 -0.02 (-0.05%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 11
Total Value: $83,433,038
Total Shares: 2,855,829

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 11 13F filers · Δ vs Jun 30, 2025
Top Holder
87.9%
Dec 2022 → Sep 2025 · range 41.2% – 93.9%
+43.0 pts
Top 5
96.8%
Dec 2022 → Sep 2025 · range 95.3% – 100.0%
−1.2 pts
Top 10
99.9%
Dec 2022 → Sep 2025 · range 99.4% – 100.0%
−0.1 pts
HHI
7,754
Dec 2022 → Sep 2025 · range 3,481 – 8,836
Highly concentrated+3,675

Quarterly Activity

vs Jun 30, 2025
New
3
Increased
2
Decreased
5
Sold Out
5
Unchanged
1
Holder count: -2
Institutional value: -49.1%
Shares held: -50.4%

Top Buyers

vs Jun 30, 2025
Institution Added Now Holds Open
OLD MISSION CAPITAL LLC +1,925 12,603
UBS Group AG +912 3,452

Top Sellers

vs Jun 30, 2025
Institution Sold Now Holds Open
Swan Global Investments, LLC −79,401 2,510,815
LPL Financial LLC −13,698 43,008
Anfield Capital Management, LLC −5,724 92,519
BRASS TAX WEALTH MANAGEMENT, INC −5,627 46,889
Advisory Services Network, LLC −150 14,770

Top New Positions

vs Jun 30, 2025
Institution Acquired Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 72,352 $2,113,763
OSAIC HOLDINGS, INC. 31,902 $932,016
JANE STREET GROUP, LLC 19,664 $574,483

Top Sold-Out Positions

vs Jun 30, 2025
Institution Previously Held Last Value (USD) Open
Pacer Advisors, Inc. 2,590,216 $73,639,840
Kestra Advisory Services, LLC 310,896 $8,838,773
Cornerstone Wealth Group, LLC 25,329 $720,103
DHJJ Financial Advisors, Ltd. 5 $142
PROEQUITIES, INC. 0 $0
Filter: New 3 Increased 2 Reduced 5 Sold out 5 Unchanged 1
Showing 11 of 11
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Swan Global Investments, LLC PSMR $73,353,460 87.92% 2,510,815
Anfield Capital Management, LLC PSMR $2,702,942 3.24% 92,519
SUSQUEHANNA INTERNATIONAL GROUP, LLP PSMR $2,113,763 2.53% 72,352
BRASS TAX WEALTH MANAGEMENT, INC PSMR $1,369,862 1.64% 46,889
LPL Financial LLC PSMR $1,256,478 1.51% 43,008
OSAIC HOLDINGS, INC. PSMR $932,016 1.12% 31,902
JANE STREET GROUP, LLC PSMR $574,483 0.69% 19,664
Advisory Services Network, LLC PSMR $431,505 0.52% 14,770
OLD MISSION CAPITAL LLC PSMR $368,196 0.44% 12,603
INTEGRITY ALLIANCE, LLC. PSMR $229,483 0.28% 7,855
UBS Group AG PSMR $100,850 0.12% 3,452