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Pacer Swan SOS Moderate July ETF
PSMJ

17 hedge funds and large institutions have $28.1M invested in Pacer Swan SOS Moderate July ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 15 → 17 (+2)

6.37% more ownership

Funds ownership: 80.4% → 86.77% (+6.4%)

0% more capital invested

Capital invested by funds: $28.1M → $28.1M (+$20.1K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

89% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 9

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWM
Spire Wealth Management
Virginia
+$1.84M
2
LNC
Lincoln National Corp
Pennsylvania
+$493K
3
SS
Sunbelt Securities
Texas
+$35.3K

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$1.98M
2
OMC
Old Mission Capital
Illinois
-$180K
3
Osaic Holdings
Osaic Holdings
Arizona
-$130K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$123K
5
KAS
Kestra Advisory Services
Texas
-$21K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$17.1M -$1.98M -92,576 -11%
SFG
2
Socha Financial Group
New York
$2.98M -$18.8K -879 -0.6%
SWM
3
Spire Wealth Management
Virginia
$2.11M +$1.84M +85,774 +812%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.17M -$130K -6,096 -10%
RIA
5
Realta Investment Advisors
Delaware
$990K – – –
KAS
6
Kestra Advisory Services
Texas
$876K -$21K -980 -2%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$540K – – –
LNC
8
Lincoln National Corp
Pennsylvania
$503K +$493K +23,013 New
AAS
9
Avantax Advisory Services
Texas
$426K -$11.7K -548 -3%
TLFA
10
True Link Financial Advisors
California
$315K – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$296K -$123K -5,761 -30%
AAS
12
Ameritas Advisory Services
Nebraska
$293K -$17.5K -816 -6%
OMC
13
Old Mission Capital
Illinois
$252K -$180K -8,414 -42%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$144K – – –
SWA
15
Sutton Wealth Advisors
Florida
$105K – – –
SS
16
Sunbelt Securities
Texas
$35.7K +$35.3K +1,650 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.29K -$2.85K -133 -0.2%

PSMJ Hedge Fund Activity: Q1 2023 in Review

17 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q1 2023, worth a combined $28.1M — up 0.07% from $28.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PSMJ positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 9 trimmed.

The largest buyer was Spire Wealth Management, adding an estimated $1.84M. The largest seller was Pacer Advisors, cutting an estimated $1.98M.

  • 17 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q1 2023, up from 15 in Q4 2022.
  • Funds reported $28.1M of Pacer Swan SOS Moderate July ETF stock for Q1 2023, up 0.07% quarter-over-quarter.
  • 2 funds opened new Pacer Swan SOS Moderate July ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
  • The largest Pacer Swan SOS Moderate July ETF buyer in Q1 2023 was Spire Wealth Management, an estimated $1.84M added.
  • The largest Pacer Swan SOS Moderate July ETF seller in Q1 2023 was Pacer Advisors, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2023.