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Pacer Swan SOS Moderate July ETF
PSMJ

Overview Fund Activity

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
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

1
SWM
Spire Wealth Management
Virginia
$2.11M
2
LNC
Lincoln National Corp
Pennsylvania
$503K
3
SS
Sunbelt Securities
Texas
$35.7K

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$17.1M
2
OMC
Old Mission Capital
Illinois
$252K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$296K
5
KAS
Kestra Advisory Services
Texas
$876K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$17.1M -$2.02M -92,576 -11%
SFG
2
Socha Financial Group
New York
$2.98M -$19.2K -879 -0.6%
SWM
3
Spire Wealth Management
Virginia
$2.11M +$1.88M +85,774 +812%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.17M -$133K -6,096 -10%
RIA
5
Realta Investment Advisors
Delaware
$990K – – –
KAS
6
Kestra Advisory Services
Texas
$876K -$21.4K -980 -2%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$540K – – –
LNC
8
Lincoln National Corp
Pennsylvania
$503K +$503K +23,013 New
AAS
9
Avantax Advisory Services
Texas
$426K -$12K -548 -3%
TLFA
10
True Link Financial Advisors
California
$315K – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$296K -$126K -5,761 -30%
AAS
12
Ameritas Advisory Services
Nebraska
$293K -$18K -816 -6%
OMC
13
Old Mission Capital
Illinois
$252K -$184K -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 +$35.7K +1,650 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.29K -$3 -133 -0.2%