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Pacer Swan SOS Moderate July ETF

20 hedge funds and large institutions have $68.5M invested in Pacer Swan SOS Moderate July ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

124% more capital invested

Capital invested by funds: $30.5M → $68.5M (+$37.9M)

56.3% more ownership

Funds ownership: 87.5%143.79% (+56%)

43% more funds holding

Funds holding: 1420 (+6)

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
6
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Swan Global Investments
Colorado
$27.5M +$28.1M +1,185,133 New
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$27.5M +$7.03M +296,756 +33%
SC
3
Sykon Capital
New York
$5.13M +$5.23M +220,831 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.29M +$132K +5,591 +11%
LNC
5
Lincoln National Corp
Pennsylvania
$1.16M +$525K +22,155 +80%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.1M +$308K +12,997 +38%
RIA
7
Realta Investment Advisors
Delaware
$1.07M
KAS
8
Kestra Advisory Services
Texas
$960K +$77.3K +3,262 +9%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$573K
Citadel Advisors
10
Citadel Advisors
Florida
$360K +$368K +15,520 New
TLFA
11
True Link Financial Advisors
California
$334K
AAS
12
Ameritas Advisory Services
Nebraska
$309K +$315K +13,300 New
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$280K +$130K +5,472 +83%
IFG
14
Independent Financial Group
California
$260K +$266K +11,208 New
ACM
15
Anfield Capital Management
California
$241K +$246K +10,369 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$216K +$221K +9,311 New
SWA
17
Sutton Wealth Advisors
Florida
$112K
SS
18
Sunbelt Securities
Texas
$38.3K
DFA
19
DHJJ Financial Advisors
Illinois
$1.16K +$1.19K +50 New
UBS Group
20
UBS Group
Switzerland
$139 -$8.58K -362 -98%
OMC
21
Old Mission Capital
Illinois
-$3.53M -149,478 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$219K -9,285 Closed

PSMJ Hedge Fund Activity: Q3 2023 in Review

20 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q3 2023, worth a combined $68.5M — up 124% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSMJ positions and 2 closed out — a net gain of 6 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Swan Global Investments, opening a new position worth an estimated $28.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.53M sold.

  • 20 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q3 2023, up from 14 in Q2 2023.
  • Funds reported $68.5M of Pacer Swan SOS Moderate July ETF stock for Q3 2023, up 124% quarter-over-quarter.
  • 8 funds opened new Pacer Swan SOS Moderate July ETF positions in Q3 2023 and 2 closed out, a net change of +6 holders.
  • The largest Pacer Swan SOS Moderate July ETF buyer in Q3 2023 was Swan Global Investments, an estimated $28.1M added.
  • The largest Pacer Swan SOS Moderate July ETF seller in Q3 2023 was Old Mission Capital, an estimated $3.53M sold.

Based on aggregated 13F filings for Q3 2023.