Pacer Swan SOS Moderate (July)
PSMJ • BATS
Pacer Swan SOS Moderate (July) is an exchange-traded fund on BATS. As of Q3 2025, 24 institutional investors hold shares in this ETF, with total holdings valued at $165.5M. Swan Wealth Advisors, Inc. is the largest holder with a position valued at $78.0M.
Overview
Overview of institutional ownership in PSMJ as of Q3 2025
All Institutions
- Institutions
- 24
- Value Held
- $165.5M
- Shares Held
- 5.2M
- Avg Position
- $6.9M
- Median Position
- $337.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $425.3K
- Shares Held
- 13.5K
- Avg Position
- $425.3K
- Median Position
- $425.3K
Biggest Investors
Institutions with the largest positions in PSMJ as of Q3 2025
| Institution | Position Value |
|---|---|
P Pacer Advisors, Inc. Institution | $78.0M 0.23% of portfolio |
 Swan Wealth Advisors, Inc. Long Only Manager | $78.0M 3.45% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.1M 0.00% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $1.4M 0.01% of portfolio |
 Rockefeller Capital Management L.P. Long Only Manager | $893.5K 0.00% of portfolio |
L LPL Financial LLC Institution | $853.3K 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $839.8K 0.00% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $623.4K 0.00% of portfolio |
 Anfield Capital Management, LLC Long Only Manager | $439.9K 0.13% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $425.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PSMJ in Q3 2025
- Traded
- +$26.6M
- Buyers
- 11
- Sellers
- 13
- Total Bought
- +$28.9M
- Total Sold
- −$2.3M
- Avg Position
- $5.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Swan Wealth Advisors, Inc. Long Only Manager | +$13.4M +423.7K shares |
P Pacer Advisors, Inc. Institution | +$13.4M +423.7K shares |
GOLDMAN SACHS GROUP INC Institution | +$623.4K +19.8K shares |
A Advisor Group Holdings, Inc. Institution | +$500.8K +16.0K shares |
 Sovran Advisors, LLC RIA/Wealth | +$385.2K +12.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$249.1K +7.9K shares |
 JPMORGAN CHASE & CO Institution | +$106.6K +3.4K shares |
A Advisory Services Network, LLC RIA/Wealth | +$89.5K +2.8K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | +$75.7K +2.4K shares |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | +$55.1K +1.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
−$847.2K −27.9K shares | |
O OLD MISSION CAPITAL LLC Institution | −$668.2K −22.0K shares |
 UBS Group AG Institution | −$336.7K −11.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$148.1K −4.7K shares |
L LPL Financial LLC Institution | −$95.0K −3.0K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$38.3K −1.2K shares |
 Ausdal Financial Partners, Inc. RIA/Wealth | −$31.6K −1.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$31.1K −987.0 shares |
 Coastal Investment Advisors, Inc. RIA/Wealth | −$26.8K −850.0 shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$24.3K −800.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PSMJ in Q3 2025
- New Positions
- 5
- New Value
- $1.4M
- Exited Positions
- 5
- Exited Value
- $1.9M
New Positions
| Institution | Position Value |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $623.4K 19.8K shares |
Sovran Advisors, LLC RIA/Wealth | $385.2K 12.1K shares |
Cetera Investment Advisers RIA/Wealth | $249.1K 7.9K shares |
JPMORGAN CHASE & CO Institution | $106.6K 3.4K shares |
 BANK OF AMERICA CORP /DE/ Institution | $30.8K 975.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
$847.2K 27.9K shares | |
O OLD MISSION CAPITAL LLC Institution | $668.2K 22.0K shares |
UBS Group AG Institution | $336.7K 11.1K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $24.3K 800.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.3K 142.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PSMJ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PSMJ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Swan Wealth Advisors, Inc. Long Only Manager | 3.45% $78.0M |
P Pacer Advisors, Inc. Institution | 0.23% $78.0M |
C Copley Financial Group, Inc. RIA/Wealth | 0.20% $289.1K |
Anfield Capital Management, LLC Long Only Manager | 0.13% $439.9K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.06% $404.7K |
Sovran Advisors, LLC RIA/Wealth | 0.03% $385.2K |
Ausdal Financial Partners, Inc. RIA/Wealth | 0.01% $202.1K |
Kestra Advisory Services, LLC RIA/Wealth | 0.01% $1.4M |
 Sunbelt Securities, Inc. RIA/Wealth | 0.00% $52.1K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $136.0K |
Hedge Fund Spotlight
Discover hedge funds investing in PSMJ
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Pacer Swan SOS Moderate (July)
- Market Value
- $425.3K
- Shares Held
- 13.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
