Pacer Swan SOS Moderate July ETF
PSMJ
15 hedge funds and large institutions have $28.1M invested in Pacer Swan SOS Moderate July ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
15% more funds holding
Funds holding: 13 → 15 (+2)
7% more capital invested
Capital invested by funds: $26.4M → $28.1M (+$1.73M)
2.05% more ownership
Funds ownership: 78.35% → 80.4% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$414K |
| 2 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$298K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$292K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$218K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$396K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$343K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$176K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$67.4K |
| 5 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
-$29.7K |
PSMJ Hedge Fund Activity: Q4 2022 in Review
15 of the 6,224 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q4 2022, worth a combined $28.1M — up 6.6% from $26.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSMJ positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $414K. The largest seller was Pacer Advisors, cutting an estimated $396K.
- 15 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q4 2022, up from 13 in Q3 2022.
- Funds reported $28.1M of Pacer Swan SOS Moderate July ETF stock for Q4 2022, up 6.6% quarter-over-quarter.
- 4 funds opened new Pacer Swan SOS Moderate July ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Pacer Swan SOS Moderate July ETF buyer in Q4 2022 was Avantax Advisory Services, an estimated $414K added.
- The largest Pacer Swan SOS Moderate July ETF seller in Q4 2022 was Pacer Advisors, an estimated $396K sold.
Based on aggregated 13F filings for Q4 2022.