Pacer Swan Sos Moderate JulyPSMJETF
13F holders, Q2 2024 (June 30)22holders +2
4new positions
2sold out
1famous investor
$26.85avg. 13F price*
At the end of Q2 2024, 22 institutions reported holding Pacer Swan Sos Moderate July (PSMJ) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 2 sold out. The largest holders were Swan Global Investments, LLC ($45.0M), Pacer Advisors, Inc. ($45.0M) and Osaic Holdings, Inc. ($2.1M). 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 (Q2 2024)
- CUSIP
- 69374H493
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $662K |
| Exits | 2 | $1.6M |
All 13F filers, Q1 2024 → Q2 2024: 70,217 shares bought and 215,197 shares sold, net −144,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Swan Global Investments, LLC | 2.25% | Reduce -3.7% | 1,677,756 | $45.0M |
| Pacer Advisors, Inc. | 0.11% | Reduce -3.7% | 1,677,756 | $45.0M |
| Osaic Holdings, Inc. | 0.01% | Add +123.9% | 78,331 | $2.1M |
| Realta Investment Advisors | 0.22% | Reduce -2.8% | 42,745 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.2% | 41,088 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | No change | 35,754 | $960K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 32,836 | $882K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,310 | $760K |
| Old Mission Capital LLC | 0.01% | Add +18.1% | 14,584 | $392K |
| Anfield Capital Management, LLC | 0.18% | New | 14,119 | $379K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.2% | 13,822 | $371K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -7.2% | 13,822 | $371K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 13,300 | $357K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -2.9% | 11,164 | $300K |
| Independent Financial Group, LLC | 0.01% | No change | 10,568 | $284K |
| Citadel Advisors | 0.00% | Reduce -62.5% | 10,532 | $283K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.7% | 10,003 | $269K |
| Socha Financial Group, LLC | 0.10% | New | 7,613 | $204K |
| Allworth Financial LP | 0.00% | New | 2,036 | $55K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,650 | $44K |
| Principal Securities, Inc. | 0.00% | New | 875 | $23K |
| 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.