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Pacer Swan SOS Moderate July ETF

24 hedge funds and large institutions have $149M invested in Pacer Swan SOS Moderate July ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

48% more capital invested

Capital invested by funds: $100M → $149M (+$48.3M)

9% more funds holding

Funds holding: 2224 (+2)

0.9% less ownership

Funds ownership: 169.94%169.04% (-0.9%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
6
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.1M +$18.7M +688,006 +41%
SGI
2
Swan Global Investments
Colorado
$66.1M +$18.7M +688,006 +41%
SC
3
Sykon Capital
New York
$6.28M +$6.12M +224,883 New
LPL Financial
4
LPL Financial
California
$1.45M +$1.41M +51,963 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.45M +$516K +18,947 +58%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.44M -$726K -26,673 -34%
KAS
7
Kestra Advisory Services
Texas
$1.15M +$7.18K +264 +0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$940K -$57.4K -2,108 -6%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$791K
OMC
10
Old Mission Capital
Illinois
$547K +$136K +4,997 +34%
ACM
11
Anfield Capital Management
California
$392K -$2.21K -81 -0.6%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$311K -$327 -12 -0.1%
BCI
13
Brinker Capital Investments
Pennsylvania
$259K -$124K -4,551 -33%
OPS
14
Orion Portfolio Solutions
Nebraska
$259K -$124K -4,551 -33%
CFG
15
Copley Financial Group
California
$259K +$252K +9,271 New
IFG
16
Independent Financial Group
California
$240K -$53.6K -1,968 -19%
AFP
17
Ausdal Financial Partners
Iowa
$216K +$210K +7,725 New
SFG
18
Socha Financial Group
New York
$212K -$354 -13 -0.2%
RIA
19
Realta Investment Advisors
Delaware
$165K -$1M -36,895 -86%
AF
20
Allworth Financial
California
$56.9K
PS
21
Principal Securities
Iowa
$53.8K +$28.6K +1,050 +120%
SS
22
Sunbelt Securities
Texas
$46.1K
HI
23
Harbour Investments
Wisconsin
$45.7K +$44.6K +1,638 New
DFA
24
DHJJ Financial Advisors
Illinois
$1.4K
AAS
25
Ameritas Advisory Services
Nebraska
-$357K -13,300 Closed

PSMJ Hedge Fund Activity: Q3 2024 in Review

24 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate July ETF (PSMJ) for Q3 2024, worth a combined $149M — up 48% from $100M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSMJ positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $18.7M. The largest seller was Realta Investment Advisors, cutting an estimated $1M.

  • 24 institutional investors held Pacer Swan SOS Moderate July ETF (PSMJ) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $149M of Pacer Swan SOS Moderate July ETF stock for Q3 2024, up 48% quarter-over-quarter.
  • 5 funds opened new Pacer Swan SOS Moderate July ETF positions in Q3 2024 and 3 closed out, a net change of +2 holders.
  • The largest Pacer Swan SOS Moderate July ETF buyer in Q3 2024 was Pacer Advisors, an estimated $18.7M added.
  • The largest Pacer Swan SOS Moderate July ETF seller in Q3 2024 was Realta Investment Advisors, an estimated $1M sold.

Based on aggregated 13F filings for Q3 2024.