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Pacer Swan SOS Moderate July ETF
PSMJ

Overview Fund Activity

23 hedge funds and large institutions have $148M 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, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.33%
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
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGI
Swan Global Investments
Colorado
+$19.2M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$19.2M
3
SC
Sykon Capital
New York
+$6.28M
4
LPL Financial
LPL Financial
California
+$1.45M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$529K

Top Sellers

1
RIA
Realta Investment Advisors
Delaware
-$1.04M
2
Osaic Holdings
Osaic Holdings
Arizona
-$745K
3
AAS
Ameritas Advisory Services
Nebraska
-$357K
4
Citadel Advisors
Citadel Advisors
Florida
-$283K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
1
Swan Global Investments
Colorado
$66.1M +$19.2M +688,006 +41%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$66.1M +$19.2M +688,006 +41%
SC
3
Sykon Capital
New York
$6.28M +$6.28M +224,883 New
LPL Financial
4
LPL Financial
California
$1.45M +$1.45M +51,963 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.45M +$529K +18,947 +58%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.44M -$745K -26,673 -34%
KAS
7
Kestra Advisory Services
Texas
$1.15M +$7.37K +264 +0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$940K -$58.9K -2,108 -6%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$791K – – –
OMC
10
Old Mission Capital
Illinois
$547K +$140K +4,997 +34%
ACM
11
Anfield Capital Management
California
$392K -$2.26K -81 -0.6%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$311K -$335 -12 -0.1%
BCI
13
Brinker Capital Investments
Pennsylvania
$259K -$127K -4,551 -33%
OPS
14
Orion Portfolio Solutions
Nebraska
$259K -$127K -4,551 -33%
CFG
15
Copley Financial Group
California
$259K +$259K +9,271 New
AFP
16
Ausdal Financial Partners
Iowa
$216K +$216K +7,725 New
SFG
17
Socha Financial Group
New York
$212K -$363 -13 -0.2%
RIA
18
Realta Investment Advisors
Delaware
$165K -$1.04M -36,895 -86%
AF
19
Allworth Financial
California
$56.9K – – –
PS
20
Principal Securities
Iowa
$53.8K +$29.3K +1,050 +120%
SS
21
Sunbelt Securities
Texas
$46.1K – – –
HI
22
Harbour Investments
Wisconsin
$45.7K +$45.7K +1,638 New
DFA
23
DHJJ Financial Advisors
Illinois
$1.4K – – –
AAS
24
Ameritas Advisory Services
Nebraska
– -$357K -13,300 Closed
Citadel Advisors
25
Citadel Advisors
Florida
– -$283K -10,532 Closed
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