We are live on ! Find out more
PSMJ icon

Pacer Swan SOS Moderate July ETF
PSMJ

13 hedge funds and large institutions have $26.4M invested in Pacer Swan SOS Moderate July ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

86% more funds holding

Funds holding: 7 → 13 (+6)

35% more capital invested

Capital invested by funds: $19.5M → $26.4M (+$6.83M)

19.74% less ownership

Funds ownership: 98.08% → 78.35% (-20%)

Holders
13
Holders Change
+6
Holders Change %
+85.71%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
3
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFG
Socha Financial Group
New York
+$2.87M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.41M
3
RIA
Realta Investment Advisors
Delaware
+$943K
4
KAS
Kestra Advisory Services
Texas
+$922K
5
Osaic Holdings
Osaic Holdings
Arizona
+$876K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$408K
2
AAS
Ameritas Advisory Services
Nebraska
-$389K
3
Citadel Advisors
Citadel Advisors
Florida
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$17.7M +$729K +35,033 +4%
SFG
2
Socha Financial Group
New York
$2.73M +$2.87M +137,862 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.5M +$876K +42,055 +124%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.34M +$1.41M +67,860 New
RIA
5
Realta Investment Advisors
Delaware
$896K +$943K +45,275 New
KAS
6
Kestra Advisory Services
Texas
$877K +$922K +44,275 New
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$488K +$514K +24,693 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$390K +$193K +9,256 +89%
OMC
9
Old Mission Capital
Illinois
$209K +$220K +10,555 New
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$125K +$131K +6,298 New
SWA
11
Sutton Wealth Advisors
Florida
$95.4K – – –
TAM
12
Tucker Asset Management
Colorado
$29.7K +$30K +1,440 New
UBS Group
13
UBS Group
Switzerland
$1K +$583 +28 New
Jane Street
14
Jane Street
New York
– -$408K -20,081 Closed
AAS
15
Ameritas Advisory Services
Nebraska
– -$389K -19,116 Closed
Citadel Advisors
16
Citadel Advisors
Florida
– -$300K -14,740 Closed

PSMJ Hedge Fund Activity: Q3 2022 in Review

13 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q3 2022, worth a combined $26.4M — up 35% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PSMJ positions and 3 closed out — a net gain of 6 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Socha Financial Group, opening a new position worth an estimated $2.87M. The largest seller was Jane Street, exiting entirely with an estimated $408K sold.

  • 13 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q3 2022, up from 7 in Q2 2022.
  • Funds reported $26.4M of Pacer Swan SOS Moderate July ETF stock for Q3 2022, up 35% quarter-over-quarter.
  • 9 funds opened new Pacer Swan SOS Moderate July ETF positions in Q3 2022 and 3 closed out, a net change of +6 holders.
  • The largest Pacer Swan SOS Moderate July ETF buyer in Q3 2022 was Socha Financial Group, an estimated $2.87M added.
  • The largest Pacer Swan SOS Moderate July ETF seller in Q3 2022 was Jane Street, an estimated $408K sold.

Based on aggregated 13F filings for Q3 2022.