Pacer Swan SOS Moderate April ETF
PSMR
9 hedge funds and large institutions have $63M invested in Pacer Swan SOS Moderate April ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $51.3M → $63M (+$11.7M)
4.31% more ownership
Funds ownership: 170% → 174.31% (+4.3%)
0% more funds holding
Funds holding: 9 → 9 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$3.83M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$3.83M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$527K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$307K |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$65.1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.8K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pacer Advisors
Malvern,
Pennsylvania
| $29.3M | +$3.83M | +160,585 | +16% |
|
|
SGI
2
Swan Global Investments
Durango,
Colorado
| $29.3M | +$3.83M | +160,585 | +16% |
|
|
ACM
3
Anfield Capital Management
Irvine,
California
| $2.11M | -$65.1K | -2,728 | -3% |
|
|
LNC
4
Lincoln National Corp
Radnor,
Pennsylvania
| $754K | – | – | – |
|
|
5
Wolverine Trading
Chicago,
Illinois
| $550K | +$527K | +22,060 | New |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| $411K | +$394K | +16,495 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $348K | -$15.8K | -663 | -5% |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $310K | -$3.87K | -162 | -1% |
|
|
DFA
9
DHJJ Financial Advisors
Naperville,
Illinois
| $125 | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$307K | -13,219 | Closed |
|
PSMR Hedge Fund Activity: Q4 2023 in Review
9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate April ETF (PSMR) for Q4 2023, worth a combined $63M — up 23% from $51.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMR positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $3.83M. The largest seller was Citadel Advisors, exiting entirely with an estimated $307K sold.
- 9 institutional investors held Pacer Swan SOS Moderate April ETF (PSMR) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $63M of Pacer Swan SOS Moderate April ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 2 funds opened new Pacer Swan SOS Moderate April ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest Pacer Swan SOS Moderate April ETF buyer in Q4 2023 was Pacer Advisors, an estimated $3.83M added.
- The largest Pacer Swan SOS Moderate April ETF seller in Q4 2023 was Citadel Advisors, an estimated $307K sold.
Based on aggregated 13F filings for Q4 2023.