Pacer Swan SOS Moderate July ETF
PSMJ
17 hedge funds and large institutions have $29.4M 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.
13% more funds holding
Funds holding: 15 → 17 (+2)
6.37% more ownership
Funds ownership: 80.4% → 86.77% (+6.4%)
5% more capital invested
Capital invested by funds: $28.1M → $29.4M (+$1.31M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.84M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$493K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$35.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$1.98M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$180K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$130K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$123K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$21K |
PSMJ Hedge Fund Activity: Q1 2023 in Review
17 of the 6,285 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q1 2023, worth a combined $29.4M — up 4.7% 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 $29.4M of Pacer Swan SOS Moderate July ETF stock for Q1 2023, up 4.7% 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.