Pacer Swan SOS Flex January ETF
PSFD
11 hedge funds and large institutions have $21.7M invested in Pacer Swan SOS Flex January ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
78% more capital invested
Capital invested by funds: $12.2M → $21.7M (+$9.5M)
47.97% more ownership
Funds ownership: 77.98% → 125.95% (+48%)
15% less funds holding
Funds holding: 13 → 11 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$9.99M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$542K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$216K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$106K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$91.7K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$68.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Swan Global Investments
Durango,
Colorado
| $9.78M | +$9.99M | +369,279 | New |
|
|
2
Pacer Advisors
Malvern,
Pennsylvania
| $9.78M | +$1.01M | +37,525 | +11% |
|
3
Rockefeller Capital Management
New York
| $834K | – | – | – |
|
|
TC
4
TownSquare Capital
Provo,
Utah
| $398K | -$68.8K | -2,544 | -14% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $381K | -$106K | -3,930 | -21% |
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $254K | -$135 | -5 | -0.1% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $84K | -$91.7K | -3,390 | -52% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $57.8K | – | – | – |
|
|
SWA
9
Sutton Wealth Advisors
Tampa,
Florida
| $40K | – | – | – |
|
|
BBPWM
10
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $39.7K | – | – | – |
|
|
PA
11
Parallel Advisors
San Francisco,
California
| $33.4K | – | – | – |
|
|
12
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$542K | -20,126 | Closed |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$216K | -8,037 | Closed |
|
|
WAM
14
Worth Asset Management
Dallas,
Texas
| – | -$64K | -2,375 | Closed |
|
PSFD Hedge Fund Activity: Q3 2023 in Review
11 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Flex January ETF (PSFD) for Q3 2023, worth a combined $21.7M — up 78% from $12.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSFD and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 1 added.
The largest buyer was Swan Global Investments, opening a new position worth an estimated $9.99M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $542K sold.
- 11 institutional investors held Pacer Swan SOS Flex January ETF (PSFD) as of Q3 2023, down from 13 in Q2 2023.
- Funds reported $21.7M of Pacer Swan SOS Flex January ETF stock for Q3 2023, up 78% quarter-over-quarter.
- 1 fund opened new Pacer Swan SOS Flex January ETF positions in Q3 2023 and 3 closed out, a net change of -2 holders.
- The largest Pacer Swan SOS Flex January ETF buyer in Q3 2023 was Swan Global Investments, an estimated $9.99M added.
- The largest Pacer Swan SOS Flex January ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $542K sold.
Based on aggregated 13F filings for Q3 2023.