Pacer Swan Sos Mod Oct ETFPSMOETF
13F holders, Q4 2024 (December 31)14holders +2
4new positions
2sold out
$27.60avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding Pacer Swan Sos Mod Oct ETF (PSMO) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Swan Global Investments, LLC ($60.2M), Pacer Advisors, Inc. ($59.8M) and Brass Tax Wealth Management, Inc. ($18.0M).
- Company
- Pacer Swan Sos Mod Oct ETF
- Filed as
- PACER FDS TR (Q4 2024)
- CUSIP
- 69374H485
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $24.6M |
| Exits | 2 | $488K |
All 13F filers, Q3 2024 → Q4 2024: 2,884,271 shares bought and 19,109 shares sold, net +2,865,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Swan Global Investments, LLC | 2.91% | Add +77.3% | 2,180,362 | $60.2M |
| Pacer Advisors, Inc. | 0.13% | Add +80.1% | 2,167,210 | $59.8M |
| Brass Tax Wealth Management, Inc. | 3.78% | New | 651,145 | $18.0M |
| Sykon Capital LLC | 2.17% | New | 228,672 | $6.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +207.4% | 83,082 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +51.9% | 36,441 | $1.0M |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -0.8% | 20,125 | $555K |
| Independent Financial Group, LLC | 0.02% | No change | 18,180 | $502K |
| Anfield Capital Management, LLC | 0.16% | Add +246.0% | 15,541 | $429K |
| Old Mission Capital LLC | 0.01% | New | 10,138 | $280K |
| LPL Financial LLC | 0.00% | Reduce -11.1% | 7,501 | $207K |
| Copley Financial Group, Inc. | 0.03% | Reduce -3.7% | 1,424 | $39K |
| UBS Group AG | 0.00% | New | 246 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 200 | $6K |
"% of holder's portfolio" is PSMO's weight in each manager's 13F, not the share of Pacer Swan Sos Mod Oct ETF the manager owns.