Pacer Swan SOS Moderate January ETF
PSMD
PSMD
11 hedge funds and large institutions have $53.2M invested in Pacer Swan SOS Moderate January ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SGI
1
Swan Global Investments
Durango,
Colorado
| $24.4M | 1,006,140 | +1,006,140 | New |
|
2
Pacer Advisors
Malvern,
Pennsylvania
| $24.4M | 1,006,140 | +101,090 | +11% |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.36M | 55,888 | -997 | -2% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.11M | 45,811 | -15,167 | -25% |
|
|
ACM
5
Anfield Capital Management
Irvine,
California
| $728K | 29,990 | -2,850 | -9% |
|
6
Citadel Advisors
Miami,
Florida
| $524K | 21,579 | +8,139 | +61% |
|
|
AAS
7
Avantax Advisory Services
Dallas,
Texas
| $282K | 11,598 | -1,075 | -8% |
|
|
SWA
8
Sutton Wealth Advisors
Tampa,
Florida
| $217K | 8,944 | – | – |
|
|
BBPWM
9
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $36.4K | 1,500 | – | – |
|
|
RIA
10
Realta Investment Advisors
Wilmington,
Delaware
| $22K | 900 | – | – |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $3.28K | 135 | +135 | New |
|
12
UBS Group
Zurich,
Switzerland
| – | – | -1,010 | Closed |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|