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Pacer Swan SOS Moderate July ETF

20 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

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $82.8M → $102M (+$19.1M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

10.69% more ownership

Funds ownership: 158.16%168.86% (+11%)

5% more funds holding

Funds holding: 1920 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Swan Global Investments
Colorado
$45.7M +$6.74M +263,639 +18%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$45.7M +$6.74M +263,639 +18%
LNC
3
Lincoln National Corp
Pennsylvania
$1.31M +$107K +4,178 +9%
RIA
4
Realta Investment Advisors
Delaware
$1.15M -$23K -900 -2%
KAS
5
Kestra Advisory Services
Texas
$1.08M +$19K +745 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$938K -$353K -13,819 -28%
Osaic Holdings
7
Osaic Holdings
Arizona
$918K -$161K -6,292 -15%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$878K -$28.6K -1,118 -3%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$742K +$92.5K +3,617 +15%
Citadel Advisors
10
Citadel Advisors
Florida
$737K +$718K +28,104 New
BCI
11
Brinker Capital Investments
Pennsylvania
$391K +$103K +4,011 +37%
OPS
12
Orion Portfolio Solutions
Nebraska
$391K +$103K +4,011 +37%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$373K +$364K +14,220 New
AAS
14
Ameritas Advisory Services
Nebraska
$349K +$340K +13,300 New
OMC
15
Old Mission Capital
Illinois
$324K -$295K -11,530 -48%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$301K -$12.7K -498 -4%
Wolverine Trading
17
Wolverine Trading
Illinois
$290K +$283K +11,070 New
IFG
18
Independent Financial Group
California
$277K
SS
19
Sunbelt Securities
Texas
$43.3K
DFA
20
DHJJ Financial Advisors
Illinois
$1.31K
ACM
21
Anfield Capital Management
California
-$258K -10,369 Closed
ASN
22
Advisory Services Network
Georgia
-$71.3K -2,860 Closed
UBS Group
23
UBS Group
Switzerland
-$22.4K -900 Closed

PSMJ Hedge Fund Activity: Q1 2024 in Review

20 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q1 2024, worth a combined $102M — up 23% from $82.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PSMJ positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $6.74M. The largest seller was Commonwealth Equity Services, cutting an estimated $353K.

  • 20 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q1 2024, up from 19 in Q4 2023.
  • Funds reported $102M of Pacer Swan SOS Moderate July ETF stock for Q1 2024, up 23% quarter-over-quarter.
  • 4 funds opened new Pacer Swan SOS Moderate July ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
  • The largest Pacer Swan SOS Moderate July ETF buyer in Q1 2024 was Pacer Advisors, an estimated $6.74M added.
  • The largest Pacer Swan SOS Moderate July ETF seller in Q1 2024 was Commonwealth Equity Services, an estimated $353K sold.

Based on aggregated 13F filings for Q1 2024.