PSMJ icon

Pacer Swan SOS Moderate July ETF
PSMJ

Overview Fund Activity

21 hedge funds and large institutions have $100M invested in Pacer Swan SOS Moderate July ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.16M
2
ACM
Anfield Capital Management
California
+$379K
3
SFG
Socha Financial Group
New York
+$204K
4
OMC
Old Mission Capital
Illinois
+$60K
5
AF
Allworth Financial
California
+$55K

Top Sellers

1
SGI
Swan Global Investments
Colorado
-$1.72M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$1.72M
3
LNC
Lincoln National Corp
Pennsylvania
-$1.31M
4
Citadel Advisors
Citadel Advisors
Florida
-$472K
5
Wolverine Trading
Wolverine Trading
Illinois
-$290K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
1
Swan Global Investments
Colorado
$45M -$1.72M -64,083 -4%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$45M -$1.72M -64,083 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.1M +$1.16M +43,341 +124%
RIA
4
Realta Investment Advisors
Delaware
$1.15M -$33K -1,230 -3%
KAS
5
Kestra Advisory Services
Texas
$1.1M -$1.99K -74 -0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$960K – – –
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$882K -$16.8K -625 -2%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$760K – – –
OMC
9
Old Mission Capital
Illinois
$392K +$60K +2,233 +18%
ACM
10
Anfield Capital Management
California
$379K +$379K +14,119 New
BCI
11
Brinker Capital Investments
Pennsylvania
$371K -$28.8K -1,071 -7%
OPS
12
Orion Portfolio Solutions
Nebraska
$371K -$28.8K -1,071 -7%
AAS
13
Ameritas Advisory Services
Nebraska
$357K – – –
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$300K -$8.86K -330 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$283K -$472K -17,572 -63%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$269K -$113K -4,217 -30%
SFG
17
Socha Financial Group
New York
$204K +$204K +7,613 New
AF
18
Allworth Financial
California
$55K +$55K +2,036 New
SS
19
Sunbelt Securities
Texas
$44.3K – – –
PS
20
Principal Securities
Iowa
$23.5K +$23.5K +875 New
DFA
21
DHJJ Financial Advisors
Illinois
$1.34K – – –
LNC
22
Lincoln National Corp
Pennsylvania
– -$1.31M -49,771 Closed
Wolverine Trading
23
Wolverine Trading
Illinois
– -$290K -11,070 Closed