Who Owns PSMR?
Pacer Swan SOS Moderate (April) ETF — Institutional Ownership & 13F Holdings
$31.54
+0.08 (+0.26%)
Market Cap
$84.4M
Shares Outstanding
2,625,864
Institutional Holders
14
Total Inst. Value
$60.8M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
3
Closed Positions
3
Increased
3
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Swan Global Investments, LLC | $52.7M | 1,940,278 |
| 2 | Anfield Capital Management, LLC | $2.7M | 100,249 |
| 3 | BRASS TAX WEALTH MANAGEMENT, INCNew | $2.6M | 97,559 |
| 4 | OSAIC HOLDINGS, INC. | $1.2M | 44,759 |
| 5 | Cornerstone Wealth Group, LLC | $687K | 25,329 |
| 6 | Advisory Services Network, LLC | $420K | 15,470 |
| 7 | OLD MISSION CAPITAL LLC | $330K | 12,171 |
| 8 | Pacer Advisors, Inc. | $53K | 1,940,278 |
| 9 | Kestra Advisory Services, LLCNew | $11K | 410,475 |
| 10 | PRINCIPAL SECURITIES, INC. | $11K | 400 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BRASS TAX WEALTH MANAGEMENT, INCNew | +98K | $2.6M |
| OSAIC HOLDINGS, INC. | +18K | $1.2M |
| Kestra Advisory Services, LLCNew | +410K | $11K |
| LPL Financial LLC | +2K | $2K |
| CITADEL ADVISORS LLC | +32K | $1K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Swan Global Investments, LLC | -51K | $52.7M |
| Pacer Advisors, Inc. | -51K | $53K |
| OLD MISSION CAPITAL LLC | -5K | $330K |
| Advisory Services Network, LLC | -225 | $420K |
| Anfield Capital Management, LLC | -22 | $2.7M |
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Frequently Asked Questions
How many institutional investors hold PSMR?
As of Q1 2025, 14 institutional investors report holding PSMR (Pacer Swan SOS Moderate (April) ETF) in their 13F filings.
Which hedge fund owns the most PSMR?
The largest institutional holder of PSMR is Swan Global Investments, LLC with $52.7M in shares.
Are institutions buying or selling PSMR?
This quarter, 3 institutions opened new positions in PSMR and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.