Pacer Swan SOS Moderate April ETF
PSMR
9 hedge funds and large institutions have $51.3M invested in Pacer Swan SOS Moderate April ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
108% more capital invested
Capital invested by funds: $24.7M → $51.3M (+$26.6M)
78.46% more ownership
Funds ownership: 91.54% → 170% (+78%)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$23.9M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$3.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$312K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$36.8K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$280K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$71.6K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $23.5M | +$3.39M | +143,784 | +17% |
|
|
SGI
2
Swan Global Investments
Durango,
Colorado
| $23.5M | +$23.9M | +1,013,302 | New |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $2.03M | -$71.6K | -3,040 | -3% |
|
|
LNC
4
Lincoln National Corp
Radnor,
Pennsylvania
| $702K | +$36.8K | +1,562 | +5% |
|
|
SWA
5
Sutton Wealth Advisors
Tampa,
Florida
| $591K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $340K | +$13.8K | +585 | +4% |
|
|
7
Citadel Advisors
Miami,
Florida
| $307K | +$312K | +13,219 | New |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $293K | -$4.93K | -209 | -2% |
|
|
DFA
9
DHJJ Financial Advisors
Naperville,
Illinois
| $117 | +$118 | +5 | New |
|
|
GS
10
GTS Securities
New York
| – | -$280K | -11,929 | Closed |
|
PSMR Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate April ETF (PSMR) for Q3 2023, worth a combined $51.3M — up 108% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSMR positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Swan Global Investments, opening a new position worth an estimated $23.9M. The largest seller was GTS Securities, exiting entirely with an estimated $280K sold.
- 9 institutional investors held Pacer Swan SOS Moderate April ETF (PSMR) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $51.3M of Pacer Swan SOS Moderate April ETF stock for Q3 2023, up 108% quarter-over-quarter.
- 3 funds opened new Pacer Swan SOS Moderate April ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest Pacer Swan SOS Moderate April ETF buyer in Q3 2023 was Swan Global Investments, an estimated $23.9M added.
- The largest Pacer Swan SOS Moderate April ETF seller in Q3 2023 was GTS Securities, an estimated $280K sold.
Based on aggregated 13F filings for Q3 2023.