Pacer Swan SOS Moderate April ETF
PSMR
11 hedge funds and large institutions have $68.6M invested in Pacer Swan SOS Moderate April ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
9% more capital invested
Capital invested by funds: $63M → $68.6M (+$5.55M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
88.92% less ownership
Funds ownership: 174.31% → 85.4% (-89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$2.63M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$2.63M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$639K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$506K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
-$2.11M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$310K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$121K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$76.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Swan Global Investments
Durango,
Colorado
| $32.6M | +$2.63M | +104,300 | +9% |
|
|
2
Pacer Advisors
Malvern,
Pennsylvania
| $32.6M | +$2.63M | +104,300 | +9% |
|
|
LNC
3
Lincoln National Corp
Radnor,
Pennsylvania
| $648K | -$121K | -4,800 | -16% |
|
|
CWG
4
Cornerstone Wealth Group
Huntersville,
North Carolina
| $646K | +$639K | +25,367 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $512K | +$506K | +20,083 | New |
|
|
6
Wolverine Trading
Chicago,
Illinois
| $485K | -$76.5K | -3,037 | -14% |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $420K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $356K | – | – | – |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| $332K | +$328K | +13,021 | New |
|
|
PS
10
Principal Securities
Des Moines,
Iowa
| $5.1K | +$5.04K | +200 | New |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $128 | – | – | – |
|
|
ACM
12
Anfield Capital Management
Irvine,
California
| – | -$2.11M | -84,576 | Closed |
|
|
13
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$310K | -12,445 | Closed |
|
PSMR Hedge Fund Activity: Q1 2024 in Review
11 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Moderate April ETF (PSMR) for Q1 2024, worth a combined $68.6M — up 8.8% from $63M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSMR positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $2.63M. The largest seller was Anfield Capital Management, exiting entirely with an estimated $2.11M sold.
- 11 institutional investors held Pacer Swan SOS Moderate April ETF (PSMR) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $68.6M of Pacer Swan SOS Moderate April ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
- 4 funds opened new Pacer Swan SOS Moderate April ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
- The largest Pacer Swan SOS Moderate April ETF buyer in Q1 2024 was Pacer Advisors, an estimated $2.63M added.
- The largest Pacer Swan SOS Moderate April ETF seller in Q1 2024 was Anfield Capital Management, an estimated $2.11M sold.
Based on aggregated 13F filings for Q1 2024.