Pacer Swan SOS Moderate January ETF
PSMD
12 hedge funds and large institutions have $74.2M invested in Pacer Swan SOS Moderate January ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more capital invested
Capital invested by funds: $53.2M → $74.2M (+$21.1M)
9% more funds holding
Funds holding: 11 → 12 (+1)
4.51% more ownership
Funds ownership: 175.09% → 179.6% (+4.5%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$8.45M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$8.45M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$450K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$281K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$174K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$37.4K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$35.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$33.1K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $34.7M | +$8.45M | +338,649 | +34% |
|
|
SGI
2
Swan Global Investments
Durango,
Colorado
| $34.7M | +$8.45M | +338,649 | +34% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.41M | -$35.3K | -1,415 | -3% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.15M | -$33.1K | -1,328 | -3% |
|
|
ACM
5
Anfield Capital Management
Irvine,
California
| $756K | -$18.2K | -731 | -2% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $466K | +$450K | +18,032 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| $378K | -$174K | -6,960 | -32% |
|
|
8
Wolverine Trading
Chicago,
Illinois
| $291K | +$281K | +11,270 | New |
|
|
AAS
9
Avantax Advisory Services
Dallas,
Texas
| $261K | -$37.4K | -1,500 | -13% |
|
|
BBPWM
10
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $38.7K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $4.05K | +$3.92K | +157 | New |
|
|
DFA
12
DHJJ Financial Advisors
Naperville,
Illinois
| $3.49K | – | – | – |
|
|
RIA
13
Realta Investment Advisors
Wilmington,
Delaware
| – | -$22K | -900 | Closed |
|
PSMD Hedge Fund Activity: Q4 2023 in Review
12 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate January ETF (PSMD) for Q4 2023, worth a combined $74.2M — up 40% from $53.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSMD positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $8.45M. The largest seller was Citadel Advisors, cutting an estimated $174K.
- 12 institutional investors held Pacer Swan SOS Moderate January ETF (PSMD) as of Q4 2023, up from 11 in Q3 2023.
- Funds reported $74.2M of Pacer Swan SOS Moderate January ETF stock for Q4 2023, up 40% quarter-over-quarter.
- 3 funds opened new Pacer Swan SOS Moderate January ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Pacer Swan SOS Moderate January ETF buyer in Q4 2023 was Pacer Advisors, an estimated $8.45M added.
- The largest Pacer Swan SOS Moderate January ETF seller in Q4 2023 was Citadel Advisors, an estimated $174K sold.
Based on aggregated 13F filings for Q4 2023.