Pacer Swan SOS Flex July ETF
PSFJ
10 hedge funds and large institutions have $32.2M invested in Pacer Swan SOS Flex July ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
188% more capital invested
Capital invested by funds: $11.2M → $32.2M (+$21M)
49.5% more ownership
Funds ownership: 89.06% → 138.57% (+50%)
43% more funds holding
Funds holding: 7 → 10 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$11.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.28M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$2.91M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.83M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$408K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$150K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $11.2M | +$2.91M | +122,502 | +34% |
|
|
SGI
2
Swan Global Investments
Durango,
Colorado
| $11.2M | +$11.5M | +483,971 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $4.41M | +$4.28M | +180,053 | +1,858% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $2.77M | +$2.83M | +119,044 | New |
|
|
CF
5
Centaurus Financial
Anaheim,
California
| $1.02M | -$150K | -6,300 | -13% |
|
|
TC
6
TownSquare Capital
Provo,
Utah
| $442K | +$185K | +7,765 | +69% |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $439K | +$449K | +18,891 | New |
|
|
CPIG
8
Chicago Partners Investment Group
Chicago,
Illinois
| $436K | – | – | – |
|
|
BBPWM
9
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $186K | +$117K | +4,900 | +158% |
|
10
UBS Group
Zurich,
Switzerland
| $790 | +$809 | +34 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$408K | -17,233 | Closed |
|
PSFJ Hedge Fund Activity: Q3 2023 in Review
10 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Flex July ETF (PSFJ) for Q3 2023, worth a combined $32.2M — up 188% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSFJ positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Swan Global Investments, opening a new position worth an estimated $11.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $408K sold.
- 10 institutional investors held Pacer Swan SOS Flex July ETF (PSFJ) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $32.2M of Pacer Swan SOS Flex July ETF stock for Q3 2023, up 188% quarter-over-quarter.
- 4 funds opened new Pacer Swan SOS Flex July ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest Pacer Swan SOS Flex July ETF buyer in Q3 2023 was Swan Global Investments, an estimated $11.5M added.
- The largest Pacer Swan SOS Flex July ETF seller in Q3 2023 was Citadel Advisors, an estimated $408K sold.
Based on aggregated 13F filings for Q3 2023.