Pacer Swan Sos Moderate AprPSMRETF
13F holders, Q3 2024 (September 30)15holders −1
1new positions
3sold out
1famous investor
$27.38avg. 13F price*
At the end of Q3 2024, 15 institutions reported holding Pacer Swan Sos Moderate Apr (PSMR) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were Swan Global Investments, LLC ($56.4M), Pacer Advisors, Inc. ($56.4M) and Brass Tax Wealth Management, Inc. ($12.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Swan Sos Moderate Apr
- Filed as
- PACER FDS TR (Q3 2024)
- CUSIP
- 69374H519
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $279K |
| Exits | 3 | $872K |
All 13F filers, Q2 2024 → Q3 2024: 407,723 shares bought and 399,945 shares sold, net +7,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Swan Global Investments, LLC | 2.72% | Reduce -7.2% | 2,059,300 | $56.4M |
| Pacer Advisors, Inc. | 0.12% | Reduce -7.2% | 2,059,300 | $56.4M |
| Brass Tax Wealth Management, Inc. | 2.61% | Add +482.3% | 444,490 | $12.2M |
| Anfield Capital Management, LLC | 1.12% | Reduce -14.6% | 107,301 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 72,042 | $2.0M |
| LPL Financial LLC | 0.00% | Add +69.0% | 63,580 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.2% | 26,609 | $729K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -0.1% | 25,329 | $694K |
| Advisory Services Network, LLC | 0.01% | No change | 16,070 | $423K |
| Goldman Sachs Group Inc. | 0.00% | Add +24.5% | 15,175 | $416K |
| Citadel Advisors | 0.00% | New | 10,195 | $279K |
| Copley Financial Group, Inc. | 0.04% | — | 1,522 | $42K |
| UBS Group AG | 0.00% | Add +1343.8% | 462 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 400 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $137 |
"% of holder's portfolio" is PSMR's weight in each manager's 13F, not the share of Pacer Swan Sos Moderate Apr the manager owns.