Pacer Swan Sos Moderate AprPSMRETF
13F holders, Q4 2024 (December 31)15holders
3new positions
3sold out
1famous investor
$27.92avg. 13F price*
At the end of Q4 2024, 15 institutions reported holding Pacer Swan Sos Moderate Apr (PSMR) in their 13F filings, unchanged from Q3 2024. 3 opened new positions and 3 sold out. The largest holders were Swan Global Investments, LLC ($55.6M), Pacer Advisors, Inc. ($55.6M) and Anfield Capital Management, LLC ($2.8M). 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 (Q4 2024)
- CUSIP
- 69374H519
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.0M |
| Exits | 3 | $470K |
All 13F filers, Q3 2024 → Q4 2024: 45,008 shares bought and 568,718 shares sold, net −523,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Swan Global Investments, LLC | 2.69% | Reduce -3.3% | 1,991,155 | $55.6M |
| Pacer Advisors, Inc. | 0.12% | Reduce -3.3% | 1,991,155 | $55.6M |
| Anfield Capital Management, LLC | 1.02% | Reduce -6.5% | 100,271 | $2.8M |
| Brass Tax Wealth Management, Inc. | 0.57% | Reduce -78.2% | 96,885 | $2.7M |
| LPL Financial LLC | 0.00% | Add +1.1% | 64,282 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +26.0% | 33,530 | $936K |
| Cornerstone Wealth Group, LLC | 0.06% | No change | 25,329 | $707K |
| Wolverine Trading, LLC | 0.01% | New | 19,378 | $543K |
| Old Mission Capital LLC | 0.01% | New | 17,428 | $487K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.3% | 15,695 | $438K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -83.6% | 11,783 | $329K |
| Citadel Advisors | 0.00% | Add +4.7% | 10,674 | $298K |
| Principal Securities, Inc. | 0.00% | No change | 400 | $11K |
| JPMorgan Chase & Co. | 0.00% | New | 100 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $140 |
"% 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.