Pacer Swan SOS Moderate October ETF
PSMO
10 hedge funds and large institutions have $53.7M invested in Pacer Swan SOS Moderate October ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
106% more capital invested
Capital invested by funds: $26M → $53.7M (+$27.7M)
83.83% more ownership
Funds ownership: 90.9% → 174.73% (+84%)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$25.2M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$1.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$468K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$203K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$382K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$102K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$32.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Swan Global Investments
Durango,
Colorado
| $25.3M | +$25.2M | +1,070,760 | New |
|
|
2
Pacer Advisors
Malvern,
Pennsylvania
| $25.3M | +$1.65M | +70,368 | +7% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $759K | -$102K | -4,332 | -12% |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $487K | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| $471K | +$468K | +19,929 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $399K | -$3.08K | -131 | -0.8% |
|
|
LNC
7
Lincoln National Corp
Radnor,
Pennsylvania
| $358K | +$140K | +5,950 | +65% |
|
|
IFG
8
Independent Financial Group
San Diego,
California
| $288K | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $205K | +$203K | +8,655 | New |
|
|
RIA
10
Realta Investment Advisors
Wilmington,
Delaware
| $105K | – | – | – |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$382K | -16,419 | Closed |
|
|
SWM
12
Spire Wealth Management
Mclean,
Virginia
| – | -$32.6K | -1,400 | Closed |
|
PSMO Hedge Fund Activity: Q3 2023 in Review
10 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate October ETF (PSMO) for Q3 2023, worth a combined $53.7M — up 106% from $26M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSMO positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Swan Global Investments, opening a new position worth an estimated $25.2M. The largest seller was Old Mission Capital, exiting entirely with an estimated $382K sold.
- 10 institutional investors held Pacer Swan SOS Moderate October ETF (PSMO) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $53.7M of Pacer Swan SOS Moderate October ETF stock for Q3 2023, up 106% quarter-over-quarter.
- 3 funds opened new Pacer Swan SOS Moderate October ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest Pacer Swan SOS Moderate October ETF buyer in Q3 2023 was Swan Global Investments, an estimated $25.2M added.
- The largest Pacer Swan SOS Moderate October ETF seller in Q3 2023 was Old Mission Capital, an estimated $382K sold.
Based on aggregated 13F filings for Q3 2023.