Pacer Swan SOS Moderate October ETF
PSMO
12 hedge funds and large institutions have $74.2M invested in Pacer Swan SOS Moderate October ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
2.87% more ownership
Funds ownership: 170.88% → 173.74% (+2.9%)
1% more capital invested
Capital invested by funds: $73.7M → $74.2M (+$567K)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$489K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$251K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
+$113K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$5.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$1.3M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$1.3M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$299K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$60.5K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$38.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Swan Global Investments
Durango,
Colorado
| $34.7M | -$1.3M | -49,546 | -4% |
|
|
2
Pacer Advisors
Malvern,
Pennsylvania
| $34.6M | -$1.3M | -49,546 | -4% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $1.48M | +$1.11M | +42,266 | +326% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $766K | -$38.7K | -1,472 | -5% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $715K | +$251K | +9,517 | +55% |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $553K | -$4.32K | -164 | -0.8% |
|
|
7
Citadel Advisors
Miami,
Florida
| $496K | +$489K | +18,590 | New |
|
|
IFG
8
Independent Financial Group
San Diego,
California
| $486K | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $217K | -$60.5K | -2,299 | -22% |
|
|
RIA
10
Realta Investment Advisors
Wilmington,
Delaware
| $120K | – | – | – |
|
|
ACM
11
Anfield Capital Management
Irvine,
California
| $114K | +$113K | +4,281 | New |
|
|
PS
12
Principal Securities
Des Moines,
Iowa
| $5.34K | +$5.26K | +200 | New |
|
|
LNC
13
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$299K | -11,423 | Closed |
|
PSMO Hedge Fund Activity: Q2 2024 in Review
12 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate October ETF (PSMO) for Q2 2024, worth a combined $74.2M — up 0.77% from $73.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSMO positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $1.11M. The largest seller was Pacer Advisors, cutting an estimated $1.3M.
- 12 institutional investors held Pacer Swan SOS Moderate October ETF (PSMO) as of Q2 2024, up from 10 in Q1 2024.
- Funds reported $74.2M of Pacer Swan SOS Moderate October ETF stock for Q2 2024, up 0.77% quarter-over-quarter.
- 3 funds opened new Pacer Swan SOS Moderate October ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Pacer Swan SOS Moderate October ETF buyer in Q2 2024 was Old Mission Capital, an estimated $1.11M added.
- The largest Pacer Swan SOS Moderate October ETF seller in Q2 2024 was Pacer Advisors, an estimated $1.3M sold.
Based on aggregated 13F filings for Q2 2024.