Pacer Swan SOS Fund of Funds ETF
PSFF
32 hedge funds and large institutions have $138M invested in Pacer Swan SOS Fund of Funds ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
53% more capital invested
Capital invested by funds: $90.2M → $138M (+$47.9M)
19% more funds holding
Funds holding: 27 → 32 (+5)
12.16% more ownership
Funds ownership: 82.66% → 94.83% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$12.8M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$7.62M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$4.92M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.82M |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$368K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$66.6K |
| 3 |
LPL Financial
San Diego,
California
|
-$55K |
| 4 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$20.3K |
| 5 |
JP Morgan Chase
New York
|
-$11.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPS
26
Orion Portfolio Solutions
Omaha,
Nebraska
| $363K | +$17.8K | +761 | +5% |
|
|
CWM
27
Centric Wealth Management
Chicago,
Illinois
| $333K | -$20.3K | -866 | -6% |
|
|
CAG
28
Csenge Advisory Group
Clearwater,
Florida
| $329K | -$8.8K | -376 | -3% |
|
29
Citadel Advisors
Miami,
Florida
| $310K | +$298K | +12,747 | New |
|
|
RIA
30
Realta Investment Advisors
Wilmington,
Delaware
| $276K | +$265K | +11,349 | New |
|
|
AWM
31
Aspire Wealth Management
Waltham,
Massachusetts
| $32.5K | – | – | – |
|
|
TC
32
Trust Company
Manhattan,
Kansas
| $6.98K | – | – | – |
|
|
33
JP Morgan Chase
New York
| – | -$11.5K | -500 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$5.91K | -257 | Closed |
|
PSFF Hedge Fund Activity: Q2 2023 in Review
32 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q2 2023, worth a combined $138M — up 53% from $90.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PSFF positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $12.8M. The largest seller was Retirement Guys Formula, cutting an estimated $368K.
- 32 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q2 2023, up from 27 in Q1 2023.
- Funds reported $138M of Pacer Swan SOS Fund of Funds ETF stock for Q2 2023, up 53% quarter-over-quarter.
- 7 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q2 2023 and 2 closed out, a net change of +5 holders.
- The largest Pacer Swan SOS Fund of Funds ETF buyer in Q2 2023 was Allworth Financial, an estimated $12.8M added.
- The largest Pacer Swan SOS Fund of Funds ETF seller in Q2 2023 was Retirement Guys Formula, an estimated $368K sold.
Based on aggregated 13F filings for Q2 2023.