Who Owns Pacer Swan SOS Moderate (October) ETF (PSMO)?Hedge Fund & Institutional Holders

$30.69-0.01 (-0.05%)Financial ServicesBATS

Institutional Holders

14

as of Q4 2025

Total Institutional Value

$8.614100031010002e+58T

% of Float Held

—

QoQ Change in Holders

+7 / -5

Price History

$25.50$26.89$28.29$29.68$31.07Sep 24Jun 25Mar 26

PSMO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Swan Global Investments, LLCIncreased+713K+$23.2B
Anfield Capital Management, LLCIncreased+84K+$2.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+43K+$1.0B
Sovran Advisors, LLCNew Position+16K+$507.0M
Allie Family Office LLCNew Position+12K+$368.0M
Socha Financial Group, LLCNew Position+7K+$217.0M
Orion Capital Management LLCNew Position+1K+$36.0M
Cetera Investment AdvisersNew Position+43K+$1.0M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+20K+$602K
OSAIC HOLDINGS, INC.Increased+49+$-56.0M
Pacer Advisors, Inc.Increased+776K+$-61.0B

PSMO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OLD MISSION CAPITAL LLCClosed Position-25K-$739.2M
GOLDMAN SACHS GROUP INCClosed Position-20K-$602.1M
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-13K-$406.8M
CITADEL ADVISORS LLCClosed Position-13K-$382.1M
Advisory Services Network, LLCClosed Position-3K-$102.7M
HARBOUR INVESTMENTS, INC.Decreased-664-$70.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Swan Global Investments, LLC2,800,433$86.1B2.55%Share
2Anfield Capital Management, LLC100,830$3.1B0.98%Share
3OSAIC HOLDINGS, INC.35,478$1.0B1.46%Share
4COMMONWEALTH EQUITY SERVICES, LLC42,998$1.0B1.33%Share
5Sovran Advisors, LLC16,378$507.0M0.04%Share
6Allie Family Office LLC11,972$368.0M0.17%Share
7Socha Financial Group, LLC7,085$217.0M0.11%Share
8Pacer Advisors, Inc.2,800,433$86.1M0.22%Share
9Orion Capital Management LLC1,200$36.0M0.01%Share
10Cetera Investment Advisers42,504$1.0M0.00%Share
11BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC19,582$602K0.09%Share
12HARBOUR INVESTMENTS, INC.1,677$51K0.00%Share
13Kestra Advisory Services, LLC7,142$00.00%Share
14Rockefeller Capital Management L.P.18$00.00%Share

PSMO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202514$92.5B+2
Q3 202512$127.8B+3
Q2 20259$152.9B-6
Q1 202515$167.3B+2
Q4 202413$75.9B+4
Q3 20249$269.8B-1
Q2 202410$42.2B+1
Q1 20249$272.9T—

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As of Q4 2025, 14 institutional investors hold PSMO (Pacer Swan SOS Moderate (October) ETF). The largest holder is Swan Global Investments, LLC with $86.1B 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 $86.1B in shares.

Is institutional ownership of PSMO increasing or decreasing?

This quarter, 7 institutions opened new positions in PSMO and 5 closed their positions.