Pacer Swan SOS Moderate October ETF
PSMO
9 hedge funds and large institutions have $26M invested in Pacer Swan SOS Moderate October ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more capital invested
Capital invested by funds: $19.5M → $26M (+$6.52M)
13% more funds holding
Funds holding: 8 → 9 (+1)
5.71% more ownership
Funds ownership: 85.2% → 90.9% (+5.7%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$4.43M |
| 2 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$101K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$21.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$86.8K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.68K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$2.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $23.3M | +$4.43M | +196,627 | +24% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $848K | -$2.68K | -119 | -0.3% |
|
|
BBPWM
3
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $480K | -$2.25K | -100 | -0.5% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $396K | -$86.8K | -3,849 | -18% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $382K | +$21.4K | +949 | +6% |
|
|
IFG
6
Independent Financial Group
San Diego,
California
| $284K | – | – | – |
|
|
LNC
7
Lincoln National Corp
Radnor,
Pennsylvania
| $214K | – | – | – |
|
|
RIA
8
Realta Investment Advisors
Wilmington,
Delaware
| $105K | +$101K | +4,500 | New |
|
|
SWM
9
Spire Wealth Management
Mclean,
Virginia
| $32.6K | – | – | – |
|
PSMO Hedge Fund Activity: Q2 2023 in Review
9 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate October ETF (PSMO) for Q2 2023, worth a combined $26M — up 33% from $19.5M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PSMO positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $4.43M. The largest seller was Osaic Holdings, cutting an estimated $86.8K.
- 9 institutional investors held Pacer Swan SOS Moderate October ETF (PSMO) as of Q2 2023, up from 8 in Q1 2023.
- Funds reported $26M of Pacer Swan SOS Moderate October ETF stock for Q2 2023, up 33% quarter-over-quarter.
- 1 fund opened new Pacer Swan SOS Moderate October ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
- The largest Pacer Swan SOS Moderate October ETF buyer in Q2 2023 was Pacer Advisors, an estimated $4.43M added.
- The largest Pacer Swan SOS Moderate October ETF seller in Q2 2023 was Osaic Holdings, an estimated $86.8K sold.
Based on aggregated 13F filings for Q2 2023.