Pacer Swan Sos Moderate JulyPSMJETF
13F holders, Q4 2024 (December 31)22holders −2
1new positions
3sold out
$28.43avg. 13F price*
At the end of Q4 2024, 22 institutions reported holding Pacer Swan Sos Moderate July (PSMJ) in their 13F filings, down 2 from Q3 2024. 1 opened new positions and 3 sold out. The largest holders were Swan Global Investments, LLC ($65.0M), Pacer Advisors, Inc. ($65.0M) and Osaic Holdings, Inc. ($1.5M).
- Company
- Pacer Swan Sos Moderate July
- Filed as
- PACER FDS TR (Q4 2024)
- CUSIP
- 69374H493
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $378K |
| Exits | 3 | $6.8M |
All 13F filers, Q3 2024 → Q4 2024: 50,016 shares bought and 434,352 shares sold, net −384,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Swan Global Investments, LLC | 3.14% | Reduce -3.3% | 2,287,473 | $65.0M |
| Pacer Advisors, Inc. | 0.15% | Reduce -3.3% | 2,287,473 | $65.0M |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 53,731 | $1.5M |
| Old Mission Capital LLC | 0.03% | Add +157.2% | 50,367 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -8.2% | 47,683 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.6% | 41,606 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.6% | 31,417 | $893K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -44.3% | 28,858 | $820K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,310 | $805K |
| Anfield Capital Management, LLC | 0.14% | No change | 14,038 | $399K |
| Ameritas Advisory Services, LLC | 0.01% | New | 13,300 | $378K |
| Copley Financial Group, Inc. | 0.28% | Add +38.9% | 12,874 | $366K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -0.1% | 11,145 | $317K |
| Independent Financial Group, LLC | 0.01% | No change | 8,600 | $244K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -0.3% | 7,705 | $219K |
| Socha Financial Group, LLC | 0.10% | No change | 7,600 | $216K |
| Allworth Financial LP | 0.00% | No change | 2,036 | $59K |
| Principal Securities, Inc. | 0.00% | No change | 1,925 | $55K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,650 | $47K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.3% | 1,600 | $45K |
| Realta Investment Advisors | 0.01% | Reduce -82.9% | 1,000 | $29K |
| 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.