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Pacer Swan SOS Moderate October ETF
PSMO

12 hedge funds and large institutions have $69.4M invested in Pacer Swan SOS Moderate October ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% more ownership

Funds ownership: 173.74% → 178.68% (+4.9%)

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

7% less capital invested

Capital invested by funds: $74.2M → $69.4M (-$4.87M)

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$227K
2
ACM
Anfield Capital Management
California
+$5.68K

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$2.52M
2
SGI
Swan Global Investments
Colorado
-$1.82M
3
OMC
Old Mission Capital
Illinois
-$1.48M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$217K
5
RIA
Realta Investment Advisors
Delaware
-$86.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1
Swan Global Investments
Colorado
$33.4M -$1.82M -67,725 -5%
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$32.7M -$2.52M -93,833 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$734K -$44.1K -1,638 -6%
Osaic Holdings
4
Osaic Holdings
Arizona
$651K -$75K -2,789 -10%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$551K -$11.6K -430 -2%
IFG
6
Independent Financial Group
California
$494K – – –
Citadel Advisors
7
Citadel Advisors
Florida
$452K -$52.1K -1,937 -10%
LPL Financial
8
LPL Financial
California
$229K +$227K +8,439 New
ACM
9
Anfield Capital Management
California
$122K +$5.68K +211 +5%
CFG
10
Copley Financial Group
California
$40.2K +$39.8K +1,479 New
RIA
11
Realta Investment Advisors
Delaware
$35.5K -$86.1K -3,200 -71%
PS
12
Principal Securities
Iowa
$5.43K – – –
OMC
13
Old Mission Capital
Illinois
– -$1.48M -55,244 Closed
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
– -$217K -8,142 Closed

PSMO Hedge Fund Activity: Q3 2024 in Review

12 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate October ETF (PSMO) for Q3 2024, worth a combined $69.4M — down 6.6% from $74.2M a quarter earlier.

Fund positioning in PSMO was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $227K. The largest seller was Pacer Advisors, cutting an estimated $2.52M.

  • 12 institutional investors held Pacer Swan SOS Moderate October ETF (PSMO) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $69.4M of Pacer Swan SOS Moderate October ETF stock for Q3 2024, down 6.6% quarter-over-quarter.
  • 2 funds opened new Pacer Swan SOS Moderate October ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
  • The largest Pacer Swan SOS Moderate October ETF buyer in Q3 2024 was LPL Financial, an estimated $227K added.
  • The largest Pacer Swan SOS Moderate October ETF seller in Q3 2024 was Pacer Advisors, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2024.