Pacer Swan Sos Moderate JanuPSMDETF

13F holders, Q1 2024 (March 31)
16holders
1famous investor
$27.08avg. 13F price*

At the end of Q1 2024, 16 institutions reported holding Pacer Swan Sos Moderate Janu (PSMD) in their 13F filings. The largest holders were Pacer Advisors, Inc. ($63.0M), Swan Global Investments, LLC ($63.0M) and Sykon Capital LLC ($5.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pacer Swan Sos Moderate Janu
Filed as
PACER FDS TR (Q1 2024)
CUSIP
69374H550
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 16Q1 2024Q2 2024: 14Q2 2024Q3 2024: 16Q3 2024Q4 2024: 15Q4 2024Q1 2025: 18Q1 2025Q2 2025: 18Q2 2025Q3 2025: 16Q3 2025Q4 2025: 18Q4 2025Q1 2026: 18Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions6$7.6M
Exits2$760K

Ownership 16 holders

Pacer Advisors, Inc. 0.15% Add +72.9% 2,325,654 $63.0M
Swan Global Investments, LLC 3.10% Add +72.9% 2,325,654 $63.0M
Sykon Capital LLC 2.11% New 215,244 $5.8M
Commonwealth Equity Services, LLC 0.00% Add +46.7% 79,907 $2.2M
Jane Street Group, LLC 0.00% New 43,548 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -3.5% 42,942 $1.2M
Lincoln National Corp. 0.01% New 12,741 $345K
Old Mission Capital LLC 0.01% Reduce -34.2% 11,858 $321K
Wolverine Trading, LLC 0.00% Reduce -9.9% 10,153 $275K
Avantax Advisory Services, Inc. 0.00% Reduce -17.6% 8,323 $225K
Cornerstone Wealth Group, LLC 0.02% New 7,724 $209K
Citadel Advisors 0.00% Reduce -49.3% 7,406 $201K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -3.2% 1,452 $39K
Realta Investment Advisors 0.01% New 900 $24K
Principal Securities, Inc. 0.00% New 800 $22K
DHJJ Financial Advisors, Ltd. 0.00% No change 135 $4K

"% of holder's portfolio" is PSMD's weight in each manager's 13F, not the share of Pacer Swan Sos Moderate Janu the manager owns.