Pacer Swan SOS Moderate October ETF
PSMO
8 hedge funds and large institutions have $19.5M invested in Pacer Swan SOS Moderate October ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
1.66% less ownership
Funds ownership: 86.86% → 85.2% (-1.7%)
9% less capital invested
Capital invested by funds: $21.5M → $19.5M (-$1.95M)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$334K |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$198K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$113K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$19.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$2.06M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$411K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$342K |
| 4 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$94.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $17.7M | -$2.06M | -95,224 | -11% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $461K | -$11.7K | -540 | -3% |
|
|
BBPWM
3
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $457K | +$113K | +5,219 | +34% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $341K | +$334K | +15,470 | New |
|
|
IFG
5
Independent Financial Group
San Diego,
California
| $269K | – | – | – |
|
|
LNC
6
Lincoln National Corp
Radnor,
Pennsylvania
| $202K | +$198K | +9,175 | New |
|
|
SWM
7
Spire Wealth Management
Mclean,
Virginia
| $30.9K | +$19.4K | +900 | +180% |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $806 | -$411K | -19,003 | -34% |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$342K | -16,318 | Closed |
|
|
RIA
10
Realta Investment Advisors
Wilmington,
Delaware
| – | -$94.2K | -4,500 | Closed |
|
PSMO Hedge Fund Activity: Q1 2023 in Review
8 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate October ETF (PSMO) for Q1 2023, worth a combined $19.5M — down 9.1% from $21.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMO and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $334K. The largest seller was Pacer Advisors, cutting an estimated $2.06M.
- 8 institutional investors held Pacer Swan SOS Moderate October ETF (PSMO) as of Q1 2023, down from 9 in Q4 2022.
- Funds reported $19.5M of Pacer Swan SOS Moderate October ETF stock for Q1 2023, down 9.1% quarter-over-quarter.
- 2 funds opened new Pacer Swan SOS Moderate October ETF positions in Q1 2023 and 3 closed out, a net change of -1 holder.
- The largest Pacer Swan SOS Moderate October ETF buyer in Q1 2023 was Old Mission Capital, an estimated $334K added.
- The largest Pacer Swan SOS Moderate October ETF seller in Q1 2023 was Pacer Advisors, an estimated $2.06M sold.
Based on aggregated 13F filings for Q1 2023.