Pacer Swan SOS Flex July ETF
PSFJ
12 hedge funds and large institutions have $42.1M invested in Pacer Swan SOS Flex July ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
31% more capital invested
Capital invested by funds: $32.2M → $42.1M (+$9.92M)
20% more funds holding
Funds holding: 10 → 12 (+2)
13.85% more ownership
Funds ownership: 138.57% → 152.42% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$2.89M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$2.89M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$545K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$294K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$53.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$107K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$66.5K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$2.63K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$790 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $15.2M | +$2.89M | +120,717 | +25% |
|
|
SGI
2
Swan Global Investments
Durango,
Colorado
| $15.2M | +$2.89M | +120,717 | +25% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $4.82M | +$53.2K | +2,223 | +1% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $2.92M | -$66.5K | -2,776 | -2% |
|
|
CF
5
Centaurus Financial
Anaheim,
California
| $1.11M | – | – | – |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $572K | +$545K | +22,768 | New |
|
|
TC
7
TownSquare Capital
Provo,
Utah
| $485K | +$7.54K | +315 | +2% |
|
|
FNWA
8
Financial Network Wealth Advisors
Murray,
Utah
| $485K | +$463K | +19,317 | New |
|
|
CPIG
9
Chicago Partners Investment Group
Chicago,
Illinois
| $484K | – | – | – |
|
|
10
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $363K | -$107K | -4,457 | -24% |
|
|
11
Citadel Advisors
Miami,
Florida
| $308K | +$294K | +12,273 | New |
|
|
BBPWM
12
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $198K | -$2.63K | -110 | -1% |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$790 | -34 | Closed |
|
PSFJ Hedge Fund Activity: Q4 2023 in Review
12 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Flex July ETF (PSFJ) for Q4 2023, worth a combined $42.1M — up 31% from $32.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSFJ positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $2.89M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $107K.
- 12 institutional investors held Pacer Swan SOS Flex July ETF (PSFJ) as of Q4 2023, up from 10 in Q3 2023.
- Funds reported $42.1M of Pacer Swan SOS Flex July ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 3 funds opened new Pacer Swan SOS Flex July ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Pacer Swan SOS Flex July ETF buyer in Q4 2023 was Pacer Advisors, an estimated $2.89M added.
- The largest Pacer Swan SOS Flex July ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $107K sold.
Based on aggregated 13F filings for Q4 2023.