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Pacer Swan SOS Moderate July ETF
PSMJ

Overview Fund Activity

21 hedge funds and large institutions have $140M invested in Pacer Swan SOS Moderate July ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
4
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$875K
2
AAS
Ameritas Advisory Services
Nebraska
+$378K
3
CFG
Copley Financial Group
California
+$102K
4
Osaic Holdings
Osaic Holdings
Arizona
+$58.9K
5
KAS
Kestra Advisory Services
Texas
+$7.22K

Top Sellers

1
SC
Sykon Capital
New York
-$6.28M
2
SGI
Swan Global Investments
Colorado
-$2.23M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$2.23M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$651K
5
BCI
Brinker Capital Investments
Pennsylvania
-$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
1
Swan Global Investments
Colorado
$65M -$2.23M -78,289 -3%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$65M -$2.23M -78,289 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.53M +$58.9K +2,073 +4%
OMC
4
Old Mission Capital
Illinois
$1.43M +$875K +30,786 +157%
LPL Financial
5
LPL Financial
California
$1.36M -$122K -4,280 -8%
KAS
6
Kestra Advisory Services
Texas
$1.18M +$7.22K +254 +0.6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$893K -$63.4K -2,229 -7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$820K -$651K -22,925 -44%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$805K – – –
ACM
10
Anfield Capital Management
California
$399K – – –
AAS
11
Ameritas Advisory Services
Nebraska
$378K +$378K +13,300 New
CFG
12
Copley Financial Group
California
$366K +$102K +3,603 +39%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$317K -$199 -7 -0.1%
AFP
14
Ausdal Financial Partners
Iowa
$219K -$569 -20 -0.3%
SFG
15
Socha Financial Group
New York
$216K – – –
AF
16
Allworth Financial
California
$59K – – –
PS
17
Principal Securities
Iowa
$54.7K – – –
SS
18
Sunbelt Securities
Texas
$47K – – –
HI
19
Harbour Investments
Wisconsin
$45.5K -$1.08K -38 -2%
RIA
20
Realta Investment Advisors
Delaware
$28.6K -$139K -4,850 -83%
DFA
21
DHJJ Financial Advisors
Illinois
$1.42K – – –
SC
22
Sykon Capital
New York
– -$6.28M -224,883 Closed
BCI
23
Brinker Capital Investments
Pennsylvania
– -$259K -9,271 Closed
OPS
24
Orion Portfolio Solutions
Nebraska
– -$259K -9,271 Closed