Pacer Swan SOS ETFs - July Series

Learn about the Pacer Swan SOS ETFs

Pacer ETFs Updates July Series of Structured Outcome Strategy ETFs
Firm resets caps and buffers for July series as investors gravitate towards risk-managed funds

 

MALVERN, Pa. (7/1/23) — Pacer ETFs (“Pacer”), an ETF provider, announces updated caps for the July series of its Pacer Swan SOS ETF family. The updates include: Pacer Swan SOS Conservative (July) ETF (PSCJ), Pacer Swan SOS Moderate (July) ETF (PSMJ), and Pacer Swan SOS Flex (July) ETF (PSFJ). These funds will provide specific buffers and caps over a 12-month target-outcome period beginning today.

ETF Name ETF Ticker Cap* Investment Period
Pacer Swan SOS Conservative (July) ETF PSCJ 14.73% 7/1/23 - 6/28/24
Pacer Swan SOS Moderate (July) ETF PSMJ 14.52% 7/1/23 - 6/28/24
Pacer Swan SOS Flex (July) ETF PSFJ 16.72% 7/1/23 - 6/28/24

*Cap level shown is before fees and expenses. Total expenses are 0.75%

Launched in December 2020, the Pacer Swan SOS ETF family aims to provide fixed target investment outcomes by participating in market gains up to a specific cap and utilizing a buffer during down cycles that seeks to limit losses. Each ETF within the series has its own structured outcome strategy that allows investors to select the fund best suited for them to mitigate risk.

“The Pacer Swan SOS series was designed to address volatility and manage risk while growing investor capital, an ideal approach in the current volatile market,” says Pacer ETFs Distributors President Sean O’Hara. “The remainder of the year presents several challenges that could lead to excess volatility and declining markets, we aim to help equip investors with the products necessary to navigate these extreme circumstances”

About Pacer ETFs

Pacer ETFs is a strategy-driven exchange-traded fund provider with 47 ETFs and over $24 billion in assets under management, as of 6/30/23. Pacer ETFs is focused on addressing investors’ needs through its six fund families, the Pacer Trendpilot® Series, Pacer Cash Cows Index® Series, Pacer Custom ETF Series, Pacer Leaders ETF Series, Pacer Factor ETF Series and Pacer Swan SOS ETF Series.

For more information, please visit PacerETFs.com.

Contacts:

Media Contact
Trevor Davis
Gregory FCA for Pacer ETFs
215-475-5931
[email protected]

Company Contact
Ashlee Thomson for Pacer ETFs
610-981-6214
[email protected]

Before investing you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. This and other information is in the prospectus. A copy may be obtained by visiting www.paceretfs.com or calling 1-877-337-0500. Please read the prospectus carefully before investing.

An investment in the Funds is subject to investment risk, including the possible loss of principal. Pacer ETF shares may be bought and sold on an exchange through a brokerage account. Brokerage commissions and ETF expenses will reduce investment returns. There can be no assurance that an active trading market for ETF shares will be developed or maintained. The risks associated with this fund are detailed in the prospectus and could include factors such as buffered loss risk, cap change risk, capped upside risk, counterparty risk, ETF risks, FLEX options correlation risk, FLEX options liquidity risk, FLEX options valuation risk, investment period risk, large-capitalization investing risk, management risk, market risk, new fund risk, non-diversification risk, special tax risk, underlying ETF risk, and/or special risks of exchange traded funds.

The Fund will invest substantially all of its assets in FLexible EXchange® Options (“FLEX Options”) that reference the SPDR® S&P 500® ETF Trust (the “Underlying ETF”). FLEX Options are customizable exchange-traded option contracts guaranteed for settlement by the Options Clearing Corporation. The Fund uses FLEX Options to employ a “structured outcome strategy.” Structured outcome strategies seek to produce pre-determined target investment outcomes based upon the performance of an underlying security or index. The pre-determined structured outcomes sought by the Funds, which include the buffer and cap discussed below, are based upon the performance of the Underlying ETF over a one year period.

SPDR S&P 500 ETF Trust is an exchange-traded fund which aims to track the Standard & Poor’s 500 Index, which comprises 500 large- and mid-cap U.S. stocks.
S&P 500 Price Return Index is a broad measure of U.S. large cap stocks, and does not include the reinvestment of dividends.

Fund shareholders are subject to an upside return cap that represents the maximum percentage return an investor can achieve from an investment in a Fund for an Investment Period. Therefore, even though the Funds’ returns are based upon the Underlying ETF, if the Underlying ETF experiences returns for an Investment Period in excess of the Cap, an investor will not experience those excess gains. The Cap is set on the first day of a Funds’ Investment Period and does not take into account any management fees, transaction costs or expenses charged to shareholders.  The Cap will be reduced by these when taken into account.

The Fund only seeks to provide shareholders that hold shares for an entire Investment Period with a buffer against a pre-determined percentage of Underlying ETF losses (based upon the value of the Underlying ETF at the time the Fund entered into the FLEX Options on the first day of its Investment Period) during an Investment Period. You will bear all Underlying ETF losses beyond that pre-determined percentage. The buffer is provided prior to taking into account annual Fund management fees, operating expenses, transaction fees, and any extraordinary expenses incurred by a Fund. A shareholder that purchases shares at the beginning of an Investment Period may lose their entire investment. While each Fund seeks to limit losses for shareholders who hold shares for the entire Investment Period, there is no guarantee it will successfully do so.

Swan Global Management, LLC serves as investment sub-adviser to the Fund.  Swan Global Investments, LLC (“Swan”) is an independent Investment Advisory headquartered in Durango, Colorado registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act or 1940. Being an SEC-registered advisor implies no special qualification or training. Swan offers and manages its Defined Risk Strategy, as well as, option-based overlay strategies to individuals, institutions and other advisory firms.

SPDR S&P 500 ETF Trust is an exchange-traded fund which aims to track the Standard & Poor’s 500 Index, which comprises 500 large- and mid-cap U.S. stocks.

NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

Distributor: Pacer Financial, Inc., member FINRA, SIPC, an affiliate of Pacer Advisors, Inc.