Pacer Swan SOS Moderate October ETF
PSMO
10 hedge funds and large institutions have $73.7M invested in Pacer Swan SOS Moderate October ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
11.59% more ownership
Funds ownership: 159.29% → 170.88% (+12%)
3% more capital invested
Capital invested by funds: $71.5M → $73.7M (+$2.17M)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$2.82M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$2.82M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$268K |
| 4 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$115K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sykon Capital
Harrison,
New York
|
-$5.51M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$483K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$153K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$108K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$90.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $35.2M | +$2.82M | +109,896 | +9% |
|
|
SGI
2
Swan Global Investments
Durango,
Colorado
| $35.2M | +$2.82M | +109,896 | +9% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $788K | -$483K | -18,822 | -38% |
|
|
BBPWM
4
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $546K | -$5.75K | -224 | -1% |
|
|
IFG
5
Independent Financial Group
San Diego,
California
| $475K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $451K | +$15.6K | +607 | +4% |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $339K | -$108K | -4,194 | -24% |
|
|
LNC
8
Lincoln National Corp
Radnor,
Pennsylvania
| $299K | -$153K | -5,950 | -34% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $273K | +$268K | +10,441 | New |
|
|
RIA
10
Realta Investment Advisors
Wilmington,
Delaware
| $118K | +$115K | +4,500 | New |
|
|
SC
11
Sykon Capital
Harrison,
New York
| – | -$5.51M | -218,401 | Closed |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| – | -$90.4K | -3,585 | Closed |
|
PSMO Hedge Fund Activity: Q1 2024 in Review
10 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate October ETF (PSMO) for Q1 2024, worth a combined $73.7M — up 3% from $71.5M a quarter earlier.
Fund positioning in PSMO was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $2.82M. The largest seller was Sykon Capital, exiting entirely with an estimated $5.51M sold.
- 10 institutional investors held Pacer Swan SOS Moderate October ETF (PSMO) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $73.7M of Pacer Swan SOS Moderate October ETF stock for Q1 2024, up 3% quarter-over-quarter.
- 2 funds opened new Pacer Swan SOS Moderate October ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Pacer Swan SOS Moderate October ETF buyer in Q1 2024 was Pacer Advisors, an estimated $2.82M added.
- The largest Pacer Swan SOS Moderate October ETF seller in Q1 2024 was Sykon Capital, an estimated $5.51M sold.
Based on aggregated 13F filings for Q1 2024.