Pacer Swan Sos Moderate JanuPSMDETF
13F holders, Q3 2024 (September 30)16holders +2
2new positions
0sold out
1famous investor
$28.55avg. 13F price*
At the end of Q3 2024, 16 institutions reported holding Pacer Swan Sos Moderate Janu (PSMD) in their 13F filings, up 2 from Q2 2024. 2 opened new positions and 0 sold out. The largest holders were Pacer Advisors, Inc. ($60.5M), Swan Global Investments, LLC ($60.5M) and Anfield Capital Management, LLC ($1.6M). 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 (Q3 2024)
- CUSIP
- 69374H550
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $509K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 35,947 shares bought and 415,196 shares sold, net −379,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Pacer Advisors, Inc. | 0.13% | Reduce -7.2% | 2,117,868 | $60.5M |
| Swan Global Investments, LLC | 2.92% | Reduce -7.2% | 2,117,868 | $60.5M |
| Anfield Capital Management, LLC | 0.63% | Reduce -10.9% | 57,573 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.1% | 47,743 | $1.4M |
| Old Mission Capital LLC | 0.03% | Add +40.3% | 40,561 | $1.2M |
| Wolverine Trading, LLC | 0.02% | Reduce -72.4% | 26,597 | $759K |
| Citadel Advisors | 0.00% | Add +33.3% | 21,267 | $607K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.5% | 18,794 | $537K |
| LPL Financial LLC | 0.00% | New | 10,835 | $309K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 8,323 | $238K |
| Independent Financial Group, LLC | 0.01% | New | 7,020 | $200K |
| UBS Group AG | 0.00% | Add +318.3% | 1,489 | $43K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,411 | $40K |
| Principal Securities, Inc. | 0.00% | No change | 800 | $23K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 135 | $4K |
| Realta Investment Advisors | 0.00% | Reduce -88.9% | 100 | $3K |
"% 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.