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Pacer Swan SOS Moderate July ETF
PSMJ

Overview Fund Activity

19 hedge funds and large institutions have $102M invested in Pacer Swan SOS Moderate July ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
7
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGI
Swan Global Investments
Colorado
$45.7M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$45.7M
3
Citadel Advisors
Citadel Advisors
Florida
$737K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$373K
5
AAS
Ameritas Advisory Services
Nebraska
$349K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$938K
2
OMC
Old Mission Capital
Illinois
$324K
3
ACM
Anfield Capital Management
California
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$918K
5
ASN
Advisory Services Network
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
1
Swan Global Investments
Colorado
$45.7M +$6.92M +263,639 +18%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$45.7M +$6.91M +263,639 +18%
LNC
3
Lincoln National Corp
Pennsylvania
$1.31M +$110K +4,178 +9%
RIA
4
Realta Investment Advisors
Delaware
$1.15M -$23.6K -900 -2%
KAS
5
Kestra Advisory Services
Texas
$1.08M +$19.5K +745 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$938K -$363K -13,819 -28%
Osaic Holdings
7
Osaic Holdings
Arizona
$918K -$165K -6,292 -15%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$878K -$29.3K -1,118 -3%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$742K +$94.9K +3,617 +15%
Citadel Advisors
10
Citadel Advisors
Florida
$737K +$737K +28,104 New
OPS
11
Orion Portfolio Solutions
Nebraska
$391K +$105K +4,011 +37%
BCI
12
Brinker Capital Investments
Pennsylvania
$391K +$105K +4,011 +37%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$373K +$373K +14,220 New
AAS
14
Ameritas Advisory Services
Nebraska
$349K +$349K +13,300 New
OMC
15
Old Mission Capital
Illinois
$324K -$302K -11,530 -48%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$301K -$13.1K -498 -4%
Wolverine Trading
17
Wolverine Trading
Illinois
$290K +$290K +11,070 New
SS
18
Sunbelt Securities
Texas
$43.3K – – –
DFA
19
DHJJ Financial Advisors
Illinois
$1.31K – – –
ACM
20
Anfield Capital Management
California
– -$258K -10,369 Closed
ASN
21
Advisory Services Network
Georgia
– -$71.3K -2,860 Closed
UBS Group
22
UBS Group
Switzerland
– -$22.4K -900 Closed