Pacer Swan SOS Moderate October ETF
PSMO
9 hedge funds and large institutions have $21.5M invested in Pacer Swan SOS Moderate October ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
7% more capital invested
Capital invested by funds: $20M → $21.5M (+$1.48M)
13.13% less ownership
Funds ownership: 99.99% → 86.86% (-13%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.15M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$253K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$245K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$10.4K |
| 5 |
Rockefeller Capital Management
New York
|
+$374 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$415K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$354K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$315K |
| 4 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
-$22.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $18.8M | -$415K | -20,012 | -2% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.16M | +$1.15M | +55,554 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $448K | -$22.2K | -1,071 | -5% |
|
|
4
Citadel Advisors
Miami,
Florida
| $342K | -$354K | -17,047 | -51% |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $324K | +$245K | +11,779 | +318% |
|
|
IFG
6
Independent Financial Group
San Diego,
California
| $255K | +$253K | +12,180 | New |
|
|
RIA
7
Realta Investment Advisors
Wilmington,
Delaware
| $94.2K | – | – | – |
|
|
SWM
8
Spire Wealth Management
Mclean,
Virginia
| $10K | +$10.4K | +500 | New |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| – | -$315K | -15,788 | Closed |
|
|
TAM
10
Tucker Asset Management
Littleton,
Colorado
| – | -$22.4K | -1,081 | Closed |
|
|
11
Rockefeller Capital Management
New York
| – | +$374 | +18 | New |
|
PSMO Hedge Fund Activity: Q4 2022 in Review
9 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate October ETF (PSMO) for Q4 2022, worth a combined $21.5M — up 7.4% from $20M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSMO positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.15M. The largest seller was Pacer Advisors, cutting an estimated $415K.
- 9 institutional investors held Pacer Swan SOS Moderate October ETF (PSMO) as of Q4 2022, up from 7 in Q3 2022.
- Funds reported $21.5M of Pacer Swan SOS Moderate October ETF stock for Q4 2022, up 7.4% quarter-over-quarter.
- 4 funds opened new Pacer Swan SOS Moderate October ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Pacer Swan SOS Moderate October ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $1.15M added.
- The largest Pacer Swan SOS Moderate October ETF seller in Q4 2022 was Pacer Advisors, an estimated $415K sold.
Based on aggregated 13F filings for Q4 2022.