Pacer Swan SOS Moderate January ETF
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
99% more capital invested
Capital invested by funds: $26.8M → $53.2M (+$26.4M)
79.94% more ownership
Funds ownership: 95.15% → 175.09% (+80%)
10% more funds holding
Funds holding: 10 → 11 (+1)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$24.7M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$2.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$200K |
| 4 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$3.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$373K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$70.1K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$26.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$24.7K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$24.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Swan Global Investments
Durango,
Colorado
| $24.4M | +$24.7M | +1,006,140 | New |
|
|
2
Pacer Advisors
Malvern,
Pennsylvania
| $24.4M | +$2.49M | +101,090 | +11% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.36M | -$24.5K | -997 | -2% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.11M | -$373K | -15,167 | -25% |
|
|
ACM
5
Anfield Capital Management
Irvine,
California
| $728K | -$70.1K | -2,850 | -9% |
|
|
6
Citadel Advisors
Miami,
Florida
| $524K | +$200K | +8,139 | +61% |
|
|
AAS
7
Avantax Advisory Services
Dallas,
Texas
| $282K | -$26.4K | -1,075 | -8% |
|
|
SWA
8
Sutton Wealth Advisors
Tampa,
Florida
| $217K | – | – | – |
|
|
BBPWM
9
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $36.4K | – | – | – |
|
|
RIA
10
Realta Investment Advisors
Wilmington,
Delaware
| $22K | – | – | – |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $3.28K | +$3.32K | +135 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$24.7K | -1,010 | Closed |
|
PSMD Hedge Fund Activity: Q3 2023 in Review
11 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate January ETF (PSMD) for Q3 2023, worth a combined $53.2M — up 99% from $26.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMD positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Swan Global Investments, opening a new position worth an estimated $24.7M. The largest seller was Osaic Holdings, cutting an estimated $373K.
- 11 institutional investors held Pacer Swan SOS Moderate January ETF (PSMD) as of Q3 2023, up from 10 in Q2 2023.
- Funds reported $53.2M of Pacer Swan SOS Moderate January ETF stock for Q3 2023, up 99% quarter-over-quarter.
- 2 funds opened new Pacer Swan SOS Moderate January ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Pacer Swan SOS Moderate January ETF buyer in Q3 2023 was Swan Global Investments, an estimated $24.7M added.
- The largest Pacer Swan SOS Moderate January ETF seller in Q3 2023 was Osaic Holdings, an estimated $373K sold.
Based on aggregated 13F filings for Q3 2023.