Pacer Swan SOS Moderate July ETF
PSMJ
5 hedge funds and large institutions have $9.91M invested in Pacer Swan SOS Moderate July ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
4.72% less ownership
Funds ownership: 92.4% → 87.69% (-4.7%)
17% less funds holding
Funds holding: 6 → 5 (-1)
37% less capital invested
Capital invested by funds: $15.8M → $9.91M (-$5.84M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$382K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$5.26M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$398K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$48.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $8.62M | -$5.26M | -250,240 | -38% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $768K | +$382K | +18,162 | +102% |
|
|
3
Citadel Advisors
Miami,
Florida
| $408K | -$48.1K | -2,288 | -11% |
|
|
SWA
4
Sutton Wealth Advisors
Tampa,
Florida
| $103K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $6K | +$6.31K | +300 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$1M | -48,738 | Closed |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| – | -$398K | -19,400 | Closed |
|
PSMJ Hedge Fund Activity: Q4 2021 in Review
5 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q4 2021, worth a combined $9.91M — down 37% from $15.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PSMJ and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Osaic Holdings, adding an estimated $382K. The largest seller was Pacer Advisors, cutting an estimated $5.26M.
- 5 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q4 2021, down from 6 in Q3 2021.
- Funds reported $9.91M of Pacer Swan SOS Moderate July ETF stock for Q4 2021, down 37% quarter-over-quarter.
- 1 fund opened new Pacer Swan SOS Moderate July ETF positions in Q4 2021 and 2 closed out, a net change of -1 holder.
- The largest Pacer Swan SOS Moderate July ETF buyer in Q4 2021 was Osaic Holdings, an estimated $382K added.
- The largest Pacer Swan SOS Moderate July ETF seller in Q4 2021 was Pacer Advisors, an estimated $5.26M sold.
Based on aggregated 13F filings for Q4 2021.