Pacer Swan SOS Moderate January ETF
PSMD
10 hedge funds and large institutions have $26.8M invested in Pacer Swan SOS Moderate January ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 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
27% more capital invested
Capital invested by funds: $21M → $26.8M (+$5.75M)
25% more funds holding
Funds holding: 8 → 10 (+2)
5.31% more ownership
Funds ownership: 89.84% → 95.15% (+5.3%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$3.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$318K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$23.9K |
| 4 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$21.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$218K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$154K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$61.9K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
-$21.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $22.1M | +$3.02M | +128,033 | +16% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.49M | -$61.9K | -2,622 | -4% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.39M | -$154K | -6,501 | -10% |
|
|
ACM
4
Anfield Capital Management
Irvine,
California
| $803K | -$21.3K | -900 | -3% |
|
|
5
Citadel Advisors
Miami,
Florida
| $329K | +$318K | +13,440 | New |
|
|
AAS
6
Avantax Advisory Services
Dallas,
Texas
| $310K | – | – | – |
|
|
SWA
7
Sutton Wealth Advisors
Tampa,
Florida
| $219K | – | – | – |
|
|
BBPWM
8
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $36.7K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $24.7K | +$23.9K | +1,010 | New |
|
|
RIA
10
Realta Investment Advisors
Wilmington,
Delaware
| $22K | +$21.3K | +900 | New |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$218K | -9,404 | Closed |
|
PSMD Hedge Fund Activity: Q2 2023 in Review
10 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate January ETF (PSMD) for Q2 2023, worth a combined $26.8M — up 27% from $21M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSMD positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $3.02M. The largest seller was Old Mission Capital, exiting entirely with an estimated $218K sold.
- 10 institutional investors held Pacer Swan SOS Moderate January ETF (PSMD) as of Q2 2023, up from 8 in Q1 2023.
- Funds reported $26.8M of Pacer Swan SOS Moderate January ETF stock for Q2 2023, up 27% quarter-over-quarter.
- 3 funds opened new Pacer Swan SOS Moderate January ETF positions in Q2 2023 and 1 closed out, a net change of +2 holders.
- The largest Pacer Swan SOS Moderate January ETF buyer in Q2 2023 was Pacer Advisors, an estimated $3.02M added.
- The largest Pacer Swan SOS Moderate January ETF seller in Q2 2023 was Old Mission Capital, an estimated $218K sold.
Based on aggregated 13F filings for Q2 2023.