Pacer Swan SOS Moderate July ETF
PSMJ
14 hedge funds and large institutions have $30.5M invested in Pacer Swan SOS Moderate July ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
9% more capital invested
Capital invested by funds: $28.1M → $30.5M (+$2.42M)
0.73% more ownership
Funds ownership: 86.77% → 87.5% (+0.73%)
18% less funds holding
Funds holding: 17 → 14 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.09M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$2.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$208K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$103K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Socha Financial Group
Corning,
New York
|
-$2.98M |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$2.11M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$426K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$425K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$296K |
PSMJ Hedge Fund Activity: Q2 2023 in Review
14 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q2 2023, worth a combined $30.5M — up 8.6% from $28.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PSMJ and 2 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 4 added.
The largest buyer was Old Mission Capital, adding an estimated $3.09M. The largest seller was Socha Financial Group, exiting entirely with an estimated $2.98M sold.
- 14 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q2 2023, down from 17 in Q1 2023.
- Funds reported $30.5M of Pacer Swan SOS Moderate July ETF stock for Q2 2023, up 8.6% quarter-over-quarter.
- 2 funds opened new Pacer Swan SOS Moderate July ETF positions in Q2 2023 and 5 closed out, a net change of -3 holders.
- The largest Pacer Swan SOS Moderate July ETF buyer in Q2 2023 was Old Mission Capital, an estimated $3.09M added.
- The largest Pacer Swan SOS Moderate July ETF seller in Q2 2023 was Socha Financial Group, an estimated $2.98M sold.
Based on aggregated 13F filings for Q2 2023.