Pacer Swan SOS Fund of Funds ETF
PSFF
27 hedge funds and large institutions have $90.2M invested in Pacer Swan SOS Fund of Funds ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
9.82% more ownership
Funds ownership: 72.84% → 82.66% (+9.8%)
3% more capital invested
Capital invested by funds: $87.3M → $90.2M (+$2.88M)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.89M |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
+$1.08M |
| 3 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
+$695K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$556K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.18M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$779K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$722K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$683K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$418K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $5.91K | +$5.78K | +257 | New |
|
27
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.2K | +$125K | +5,571 | +12% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| – | -$779K | -38,368 | Closed |
|
|
KAS
29
Kestra Advisory Services
Austin,
Texas
| – | -$418K | -19,141 | Closed |
|
30
Citadel Advisors
Miami,
Florida
| – | -$280K | -12,823 | Closed |
|
|
SWM
31
Spire Wealth Management
Mclean,
Virginia
| – | -$170K | -7,771 | Closed |
|
|
MCC
32
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$43.5K | -1,990 | Closed |
|
PSFF Hedge Fund Activity: Q1 2023 in Review
27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q1 2023, worth a combined $90.2M — up 3.3% from $87.3M a quarter earlier.
Fund positioning in PSFF was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $2.89M. The largest seller was Cetera Investment Advisers, cutting an estimated $3.18M.
- 27 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $90.2M of Pacer Swan SOS Fund of Funds ETF stock for Q1 2023, up 3.3% quarter-over-quarter.
- 5 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q1 2023 and 5 closed out, a net change of 0 holders.
- The largest Pacer Swan SOS Fund of Funds ETF buyer in Q1 2023 was Atria Investments, an estimated $2.89M added.
- The largest Pacer Swan SOS Fund of Funds ETF seller in Q1 2023 was Cetera Investment Advisers, an estimated $3.18M sold.
Based on aggregated 13F filings for Q1 2023.