Pacer Swan SOS Moderate July ETF
PSMJ
19 hedge funds and large institutions have $82.8M invested in Pacer Swan SOS Moderate July ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 5 closing their positions.
25.25% more ownership
Funds ownership: 199.17% → 224.42% (+25%)
21% more capital invested
Capital invested by funds: $68.5M → $82.8M (+$14.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
5% less funds holding
Funds holding: 20 → 19 (-1)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$6.99M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$6.99M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$825K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$570K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sykon Capital
Harrison,
New York
|
-$5.13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$360K |
| 3 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
-$334K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$309K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$216K |
PSMJ Hedge Fund Activity: Q4 2023 in Review
19 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q4 2023, worth a combined $82.8M — up 21% from $68.5M a quarter earlier.
Fund positioning in PSMJ was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 7 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $6.99M. The largest seller was Sykon Capital, exiting entirely with an estimated $5.13M sold.
- 19 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q4 2023, down from 20 in Q3 2023.
- Funds reported $82.8M of Pacer Swan SOS Moderate July ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 5 funds opened new Pacer Swan SOS Moderate July ETF positions in Q4 2023 and 5 closed out, a net change of 0 holders.
- The largest Pacer Swan SOS Moderate July ETF buyer in Q4 2023 was Pacer Advisors, an estimated $6.99M added.
- The largest Pacer Swan SOS Moderate July ETF seller in Q4 2023 was Sykon Capital, an estimated $5.13M sold.
Based on aggregated 13F filings for Q4 2023.