Pacer Swan SOS Moderate January ETF
PSMD
8 hedge funds and large institutions have $21M invested in Pacer Swan SOS Moderate January ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 4 closing their positions.
5% more capital invested
Capital invested by funds: $20M → $21M (+$994K)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
5.97% less ownership
Funds ownership: 95.81% → 89.84% (-6%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.44M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$766K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$214K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$34.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$326K |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$293K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$225K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$150K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$38.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $18M | -$293K | -12,893 | -2% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.47M | -$150K | -6,596 | -9% |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $782K | +$766K | +33,740 | New |
|
|
AAS
4
Avantax Advisory Services
Dallas,
Texas
| $294K | – | – | – |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $218K | +$214K | +9,404 | New |
|
|
SWA
6
Sutton Wealth Advisors
Tampa,
Florida
| $207K | -$16.8K | -742 | -8% |
|
|
BBPWM
7
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $34.7K | +$34.1K | +1,500 | New |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.47K | +$1.44M | +63,386 | New |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$326K | -14,828 | Closed |
|
|
10
Wolverine Trading
Chicago,
Illinois
| – | -$225K | -10,250 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$38.2K | -1,736 | Closed |
|
|
RIA
12
Realta Investment Advisors
Wilmington,
Delaware
| – | -$19.8K | -900 | Closed |
|
PSMD Hedge Fund Activity: Q1 2023 in Review
8 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate January ETF (PSMD) for Q1 2023, worth a combined $21M — up 5% from $20M a quarter earlier.
Fund positioning in PSMD was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 0 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.44M. The largest seller was Citadel Advisors, exiting entirely with an estimated $326K sold.
- 8 institutional investors held Pacer Swan SOS Moderate January ETF (PSMD) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $21M of Pacer Swan SOS Moderate January ETF stock for Q1 2023, up 5% quarter-over-quarter.
- 4 funds opened new Pacer Swan SOS Moderate January ETF positions in Q1 2023 and 4 closed out, a net change of 0 holders.
- The largest Pacer Swan SOS Moderate January ETF buyer in Q1 2023 was Commonwealth Equity Services, an estimated $1.44M added.
- The largest Pacer Swan SOS Moderate January ETF seller in Q1 2023 was Citadel Advisors, an estimated $326K sold.
Based on aggregated 13F filings for Q1 2023.