Pacer Swan Sos Moderate JanuPSMDETF
13F holders, Q4 2024 (December 31)15holders −1
1new positions
3sold out
1famous investor
$29.13avg. 13F price*
At the end of Q4 2024, 15 institutions reported holding Pacer Swan Sos Moderate Janu (PSMD) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 3 sold out. The largest holders were Swan Global Investments, LLC ($59.7M), Pacer Advisors, Inc. ($59.7M) and Kestra Advisory Services, LLC ($10.0M). 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 (Q4 2024)
- CUSIP
- 69374H550
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10.0M |
| Exits | 3 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 344,909 shares bought and 225,066 shares sold, net +119,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Swan Global Investments, LLC | 2.88% | Reduce -3.3% | 2,047,780 | $59.7M |
| Pacer Advisors, Inc. | 0.13% | Reduce -3.3% | 2,047,780 | $59.7M |
| Kestra Advisory Services, LLC | 0.05% | New | 341,716 | $10.0M |
| Anfield Capital Management, LLC | 0.60% | Reduce -2.0% | 56,444 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.1% | 41,476 | $1.2M |
| Bravias Capital Group, LLC | 0.49% | — | 20,368 | $603K |
| LPL Financial LLC | 0.00% | Add +29.5% | 14,028 | $409K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -30.4% | 13,082 | $381K |
| Citadel Advisors | 0.00% | Reduce -52.4% | 10,117 | $295K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 8,323 | $242K |
| Wolverine Trading, LLC | 0.01% | Reduce -69.0% | 8,232 | $240K |
| Independent Financial Group, LLC | 0.01% | No change | 7,020 | $204K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -8.3% | 1,294 | $38K |
| Principal Securities, Inc. | 0.00% | No change | 800 | $23K |
| 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.