Palmer Square Credit Opportunities ETF
PSQO
10 hedge funds and large institutions have $34.7M invested in Palmer Square Credit Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
44% more capital invested
Capital invested by funds: $24.2M → $34.7M (+$10.5M)
43% more funds holding
Funds holding: 7 → 10 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
24.7% less ownership
Funds ownership: 111.13% → 86.43% (-25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$5.64M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$4.38M |
| 3 |
BWM
BlackDiamond Wealth Management
New York
|
+$1.52M |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$833K |
| 5 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$689K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$2.52M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$864K |
| 3 |
Jane Street
New York
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARG
1
Advisory Resource Group
Tulsa,
Oklahoma
| $16.9M | +$689K | +33,841 | +4% |
|
|
AP
2
Atwood & Palmer
Kansas City,
Missouri
| $8.07M | +$4.38M | +215,056 | +117% |
|
|
LSPW
3
Lake Street Private Wealth
Chicago,
Illinois
| $5.62M | +$5.64M | +277,113 | New |
|
|
BWM
4
BlackDiamond Wealth Management
New York
| $2.05M | +$1.52M | +74,859 | +290% |
|
|
AWM
5
Accurate Wealth Management
Wesley Chapel,
Florida
| $824K | +$833K | +40,954 | New |
|
6
Mariner
Overland Park,
Kansas
| $496K | +$204K | +10,050 | +70% |
|
|
EW
7
Elyxium Wealth
San Mateo,
California
| $394K | +$395K | +19,409 | New |
|
|
BCA
8
Bay Colony Advisors
Concord,
Massachusetts
| $330K | +$332K | +16,301 | New |
|
|
GWSA
9
Global Wealth Strategies & Associates
Denver,
Colorado
| $43.4K | +$43.5K | +2,138 | New |
|
10
UBS Group
Zurich,
Switzerland
| $11.2K | +$11.2K | +550 | New |
|
|
11
Citigroup
New York
| – | -$2.52M | -125,000 | Closed |
|
|
12
Bank of America
Charlotte,
North Carolina
| – | -$864K | -42,865 | Closed |
|
|
13
Jane Street
New York
| – | -$226K | -11,235 | Closed |
|
PSQO Hedge Fund Activity: Q1 2025 in Review
10 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Palmer Square Credit Opportunities ETF (PSQO) for Q1 2025, worth a combined $34.7M — up 44% from $24.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PSQO positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Lake Street Private Wealth, opening a new position worth an estimated $5.64M. The largest seller was Citigroup, exiting entirely with an estimated $2.52M sold.
- 10 institutional investors held Palmer Square Credit Opportunities ETF (PSQO) as of Q1 2025, up from 7 in Q4 2024.
- Funds reported $34.7M of Palmer Square Credit Opportunities ETF stock for Q1 2025, up 44% quarter-over-quarter.
- 6 funds opened new Palmer Square Credit Opportunities ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest Palmer Square Credit Opportunities ETF buyer in Q1 2025 was Lake Street Private Wealth, an estimated $5.64M added.
- The largest Palmer Square Credit Opportunities ETF seller in Q1 2025 was Citigroup, an estimated $2.52M sold.
Based on aggregated 13F filings for Q1 2025.