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Pacer Swan SOS Flex January ETF
PSFD

15 hedge funds and large institutions have $60.4M invested in Pacer Swan SOS Flex January ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $60.7M → $60.4M (-$352K)

0.97% less ownership

Funds ownership: 126.84% → 125.87% (-0.97%)

6% less funds holding

Funds holding: 16 → 15 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$983K
2
Citadel Advisors
Citadel Advisors
Florida
+$482K
3
LPL Financial
LPL Financial
California
+$254K
4
AWM
AE Wealth Management
Kansas
+$10.1K

Top Sellers

Rank Fund Capital Flow
1
FA
Fermata Advisors
California
-$903K
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$850K
3
SGI
Swan Global Investments
Colorado
-$850K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$335K
5
Wolverine Trading
Wolverine Trading
Illinois
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$25.1M -$850K -25,929 -3%
SGI
2
Swan Global Investments
Colorado
$25.1M -$850K -25,929 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.72M -$335K -10,215 -11%
CFA
4
Camarda Financial Advisors
Florida
$2.63M -$50.6K -1,544 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.58M +$983K +30,013 +168%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$993K – – –
LPL Financial
7
LPL Financial
California
$650K +$254K +7,761 +65%
TC
8
TownSquare Capital
Utah
$506K – – –
Citadel Advisors
9
Citadel Advisors
Florida
$487K +$482K +14,718 New
FNWA
10
Financial Network Wealth Advisors
Utah
$278K -$85.3K -2,602 -24%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$248K -$8.95K -273 -4%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$46.1K – – –
PA
13
Parallel Advisors
California
$41.7K – – –
HI
14
Harbour Investments
Wisconsin
$38.6K – – –
AWM
15
AE Wealth Management
Kansas
$10.2K +$10.1K +309 New
FA
16
Fermata Advisors
California
– -$903K -27,916 Closed
Wolverine Trading
17
Wolverine Trading
Illinois
– -$300K -9,281 Closed
UBS Group
18
UBS Group
Switzerland
– -$38.6K -1,193 Closed

PSFD Hedge Fund Activity: Q4 2024 in Review

15 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Flex January ETF (PSFD) for Q4 2024, worth a combined $60.4M — down 0.58% from $60.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PSFD and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 2 added.

The largest buyer was Osaic Holdings, adding an estimated $983K. The largest seller was Fermata Advisors, exiting entirely with an estimated $903K sold.

  • 15 institutional investors held Pacer Swan SOS Flex January ETF (PSFD) as of Q4 2024, down from 16 in Q3 2024.
  • Funds reported $60.4M of Pacer Swan SOS Flex January ETF stock for Q4 2024, down 0.58% quarter-over-quarter.
  • 2 funds opened new Pacer Swan SOS Flex January ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
  • The largest Pacer Swan SOS Flex January ETF buyer in Q4 2024 was Osaic Holdings, an estimated $983K added.
  • The largest Pacer Swan SOS Flex January ETF seller in Q4 2024 was Fermata Advisors, an estimated $903K sold.

Based on aggregated 13F filings for Q4 2024.