Pacer Swan Sos Moderate JulyPSMJETF
13F holders, Q1 2024 (March 31)20holders
1famous investor
$26.23avg. 13F price*
At the end of Q1 2024, 20 institutions reported holding Pacer Swan Sos Moderate July (PSMJ) in their 13F filings. The largest holders were Swan Global Investments, LLC ($45.7M), Pacer Advisors, Inc. ($45.7M) and Lincoln National Corp. ($1.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Swan Sos Moderate July
- Filed as
- PACER FDS TR (Q1 2024)
- CUSIP
- 69374H493
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.7M |
| Exits | 3 | $352K |
Ownership 20 holders
| Swan Global Investments, LLC | 2.25% | Add +17.8% | 1,741,839 | $45.7M |
| Pacer Advisors, Inc. | 0.11% | Add +17.8% | 1,741,839 | $45.7M |
| Lincoln National Corp. | 0.02% | Add +9.2% | 49,771 | $1.3M |
| Realta Investment Advisors | 0.24% | Reduce -2.0% | 43,975 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.8% | 41,162 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.9% | 35,754 | $938K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.2% | 34,990 | $918K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 33,461 | $878K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.7% | 28,310 | $742K |
| Citadel Advisors | 0.00% | New | 28,104 | $737K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +36.9% | 14,893 | $391K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +36.9% | 14,893 | $391K |
| Susquehanna International Group, LLP | 0.00% | New | 14,220 | $373K |
| Ameritas Advisory Services, LLC | 0.01% | New | 13,300 | $349K |
| Old Mission Capital LLC | 0.01% | Reduce -48.3% | 12,351 | $324K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -4.2% | 11,494 | $301K |
| Wolverine Trading, LLC | 0.00% | New | 11,070 | $290K |
| Independent Financial Group, LLC | 0.01% | No change | 10,568 | $277K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,650 | $43K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 50 | $1K |
"% of holder's portfolio" is PSMJ's weight in each manager's 13F, not the share of Pacer Swan Sos Moderate July the manager owns.