Pacer Swan SOS Flex April ETF
PSFM
8 hedge funds and large institutions have $20.2M invested in Pacer Swan SOS Flex April ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
105% more capital invested
Capital invested by funds: $9.82M → $20.2M (+$10.3M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
16.99% more ownership
Funds ownership: 88.8% → 105.79% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.85M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$2.77M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.55M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$202K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$6.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $10M | +$2.77M | +117,805 | +40% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $4.33M | +$3.85M | +163,750 | +1,202% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $2.66M | +$2.55M | +108,745 | New |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $2.36M | -$6.39K | -272 | -0.3% |
|
|
T
5
TRUADVICE
Sarasota,
Florida
| $551K | – | – | – |
|
|
CPIG
6
Chicago Partners Investment Group
Chicago,
Illinois
| $211K | +$202K | +8,597 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $13.1K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $7.33K | +$7.04K | +300 | New |
|
PSFM Hedge Fund Activity: Q2 2023 in Review
8 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Flex April ETF (PSFM) for Q2 2023, worth a combined $20.2M — up 105% from $9.82M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSFM positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $3.85M. The largest seller was Blue Bell Private Wealth Management, cutting an estimated $6.39K.
- 8 institutional investors held Pacer Swan SOS Flex April ETF (PSFM) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $20.2M of Pacer Swan SOS Flex April ETF stock for Q2 2023, up 105% quarter-over-quarter.
- 3 funds opened new Pacer Swan SOS Flex April ETF positions in Q2 2023 and 0 closed out, a net change of +3 holders.
- The largest Pacer Swan SOS Flex April ETF buyer in Q2 2023 was Osaic Holdings, an estimated $3.85M added.
- The largest Pacer Swan SOS Flex April ETF seller in Q2 2023 was Blue Bell Private Wealth Management, an estimated $6.39K sold.
Based on aggregated 13F filings for Q2 2023.