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Pacer Swan SOS Moderate July ETF
PSMJ

Overview Fund Activity

18 hedge funds and large institutions have $82.5M 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, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
3
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGI
Swan Global Investments
Colorado
+$7.31M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$7.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$862K
4
OMC
Old Mission Capital
Illinois
+$595K
5
BCI
Brinker Capital Investments
Pennsylvania
+$271K

Top Sellers

1
SC
Sykon Capital
New York
-$5.13M
2
Citadel Advisors
Citadel Advisors
Florida
-$360K
3
TLFA
True Link Financial Advisors
California
-$334K
4
AAS
Ameritas Advisory Services
Nebraska
-$309K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
1
Swan Global Investments
Colorado
$36.9M +$7.31M +293,067 +25%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$36.8M +$7.3M +293,067 +25%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.24M -$145K -5,813 -10%
LNC
4
Lincoln National Corp
Pennsylvania
$1.14M -$104K -4,175 -8%
RIA
5
Realta Investment Advisors
Delaware
$1.12M -$15K -600 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.03M -$150K -5,998 -13%
KAS
7
Kestra Advisory Services
Texas
$1.01M -$23.7K -950 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$862K +$862K +34,579 New
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$615K – – –
OMC
10
Old Mission Capital
Illinois
$595K +$595K +23,881 New
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$299K -$1.94K -78 -0.6%
BCI
12
Brinker Capital Investments
Pennsylvania
$271K +$271K +10,882 New
OPS
13
Orion Portfolio Solutions
Nebraska
$271K +$271K +10,882 New
ACM
14
Anfield Capital Management
California
$258K – – –
ASN
15
Advisory Services Network
Georgia
$71.3K +$71.3K +2,860 New
SS
16
Sunbelt Securities
Texas
$41.1K – – –
UBS Group
17
UBS Group
Switzerland
$22.4K +$22.3K +894 +14,900%
DFA
18
DHJJ Financial Advisors
Illinois
$1.25K – – –
SC
19
Sykon Capital
New York
– -$5.13M -220,831 Closed
Citadel Advisors
20
Citadel Advisors
Florida
– -$360K -15,520 Closed
TLFA
21
True Link Financial Advisors
California
– -$334K -14,400 Closed
AAS
22
Ameritas Advisory Services
Nebraska
– -$309K -13,300 Closed
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
– -$216K -9,311 Closed