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Pacer Swan SOS Moderate July ETF
PSMJ

Overview Fund Activity

19 hedge funds and large institutions have $68.2M invested in Pacer Swan SOS Moderate July ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGI
Swan Global Investments
Colorado
$27.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$27.5M
3
SC
Sykon Capital
New York
$5.13M
4
LNC
Lincoln National Corp
Pennsylvania
$1.16M
5
Citadel Advisors
Citadel Advisors
Florida
$360K

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
UBS Group
UBS Group
Switzerland
$139
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
1
Swan Global Investments
Colorado
$27.5M +$27.5M +1,185,133 New
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$27.5M +$6.89M +296,756 +33%
SC
3
Sykon Capital
New York
$5.13M +$5.13M +220,831 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.29M +$130K +5,591 +11%
LNC
5
Lincoln National Corp
Pennsylvania
$1.16M +$514K +22,155 +80%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.1M +$302K +12,997 +38%
RIA
7
Realta Investment Advisors
Delaware
$1.07M – – –
KAS
8
Kestra Advisory Services
Texas
$960K +$75.7K +3,262 +9%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$573K – – –
Citadel Advisors
10
Citadel Advisors
Florida
$360K +$360K +15,520 New
TLFA
11
True Link Financial Advisors
California
$334K – – –
AAS
12
Ameritas Advisory Services
Nebraska
$309K +$309K +13,300 New
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$280K +$127K +5,472 +83%
ACM
14
Anfield Capital Management
California
$241K +$241K +10,369 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$216K +$216K +9,311 New
SWA
16
Sutton Wealth Advisors
Florida
$112K – – –
SS
17
Sunbelt Securities
Texas
$38.3K – – –
DFA
18
DHJJ Financial Advisors
Illinois
$1.16K +$1.16K +50 New
UBS Group
19
UBS Group
Switzerland
$139 -$8.39K -362 -98%
OMC
20
Old Mission Capital
Illinois
– -$3.53M -149,478 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– -$219K -9,285 Closed