Pacer Swan SOS Moderate January ETF
PSMD
7 hedge funds and large institutions have $18.8M invested in Pacer Swan SOS Moderate January ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
1.9% less ownership
Funds ownership: 98.89% → 97% (-1.9%)
8% less capital invested
Capital invested by funds: $20.5M → $18.8M (-$1.64M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$215K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$30.4K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$19.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$1.28M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$356K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$60.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $16.5M | -$1.28M | -59,835 | -7% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.62M | -$60.3K | -2,824 | -3% |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $261K | – | – | – |
|
|
4
Citadel Advisors
Miami,
Florida
| $206K | +$215K | +10,057 | New |
|
|
SWA
5
Sutton Wealth Advisors
Tampa,
Florida
| $198K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $49K | +$30.4K | +1,424 | +143% |
|
|
RIA
7
Realta Investment Advisors
Wilmington,
Delaware
| $18K | +$19.2K | +900 | New |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$356K | -17,186 | Closed |
|
PSMD Hedge Fund Activity: Q3 2022 in Review
7 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate January ETF (PSMD) for Q3 2022, worth a combined $18.8M — down 8% from $20.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMD positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $215K. The largest seller was Pacer Advisors, cutting an estimated $1.28M.
- 7 institutional investors held Pacer Swan SOS Moderate January ETF (PSMD) as of Q3 2022, up from 6 in Q2 2022.
- Funds reported $18.8M of Pacer Swan SOS Moderate January ETF stock for Q3 2022, down 8% quarter-over-quarter.
- 2 funds opened new Pacer Swan SOS Moderate January ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
- The largest Pacer Swan SOS Moderate January ETF buyer in Q3 2022 was Citadel Advisors, an estimated $215K added.
- The largest Pacer Swan SOS Moderate January ETF seller in Q3 2022 was Pacer Advisors, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2022.