Pacer Swan SOS Moderate (October) ETF
PSMO
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 500 Chesterfield Parkway Malvern PA United States of America 19355
- IPO Date
- Oct 4, 2021
- CIK
- 0001616668
- Website
- paceretfs.com
- Similar Companies
- Business
- Pacer Swan SOS Moderate (October) ETF (PSMO) is an actively managed exchange-traded fund that seeks to provide specific structured investment outcomes based on the performance of the SPDR S&P 500 ETF Trust (SPY), including upside participation up to a predefined cap and downside protection through a buffer against the first 15% of SPY losses over a one-year outcome period, before fees and expenses; it invests substantially all of its assets in FLEX Options referencing SPY, which are customizable exchange-traded option contracts guaranteed by the Options Clearing Corporation. The fund offers targeted returns up to an 11.64% cap for the current outcome period from October 1, 2024, to September 30, 2025 (before fees), with the buffer applying only to shareholders holding shares for the entire period, after which investors bear all further downside; it targets individual and institutional investors seeking balanced exposure to S&P 500 growth with defined risk parameters in the defined outcome ETF segment of the asset management industry. PSMO forms part of the broader Pacer Swan SOS ETF family launched in December 2020, advised by Pacer Advisors, Inc., headquartered in Malvern, Pennsylvania, with sub-advisory services provided by Swan Global Management, LLC, an affiliate of Swan Global Investments, LLC, based in Durango, Colorado. In October 2024, Pacer ETFs announced resets for its October series, including PSMO, establishing new caps and buffers for the 12-month outcome period beginning October 1, 2024, amid rising investor demand for buffer products amid market volatility; the fund, which commenced operations on September 30, 2021, continues to operate without reported acquisitions, funding rounds, or reorganizations in the past 1-2 years, maintaining its focus on U.S.-listed large-cap equity exposure through options-based strategies.