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Pacer Swan SOS Fund of Funds ETF
PSFF

38 hedge funds and large institutions have $181M invested in Pacer Swan SOS Fund of Funds ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

31% more capital invested

Capital invested by funds: $138M → $181M (+$42.5M)

19% more funds holding

Funds holding: 32 → 38 (+6)

11.99% more ownership

Funds ownership: 94.83% → 106.81% (+12%)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
8
Increased
19
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$29.7M
2
ODFS
O'Donnell Financial Services
California
+$4.62M
3
CA
Cetera Advisors
Colorado
+$3.36M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.31M
5
T
TRUADVICE
Florida
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$2.7M
2
KPWS
Kestra Private Wealth Services
Texas
-$521K
3
SWP
Summit Wealth Partners
Florida
-$129K
4
SPC
Sigma Planning Corp
Michigan
-$64.3K
5
Citadel Advisors
Citadel Advisors
Florida
-$33.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$700K -$10.4K -425 -1%
OMC
27
Old Mission Capital
Illinois
$479K +$485K +19,829 New
CAG
28
Csenge Advisory Group
Florida
$324K -$3.06K -125 -0.9%
SWP
29
Summit Wealth Partners
Florida
$323K -$129K -5,285 -28%
CWM
30
Centric Wealth Management
Illinois
$318K -$13.9K -570 -4%
RIA
31
Realta Investment Advisors
Delaware
$276K – – –
Citadel Advisors
32
Citadel Advisors
Florida
$275K -$33.6K -1,374 -11%
BRWA
33
B. Riley Wealth Advisors
Florida
$231K +$234K +9,560 New
Wells Fargo
34
Wells Fargo
California
$62.3K +$63K +2,576 New
AWM
35
Aspire Wealth Management
Massachusetts
$32.3K – – –
TC
36
Trust Company
Kansas
$6.94K – – –
UBS Group
37
UBS Group
Switzerland
$1.76K +$1.78K +73 New
DFA
38
DHJJ Financial Advisors
Illinois
$1.33K +$1.34K +55 New
KPWS
39
Kestra Private Wealth Services
Texas
– -$521K -21,421 Closed
1
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PSFF Hedge Fund Activity: Q3 2023 in Review

38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q3 2023, worth a combined $181M — up 31% from $138M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSFF positions and 1 closed out — a net gain of 7 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $29.7M. The largest seller was Brookstone Capital Management, cutting an estimated $2.7M.

  • 38 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q3 2023, up from 32 in Q2 2023.
  • Funds reported $181M of Pacer Swan SOS Fund of Funds ETF stock for Q3 2023, up 31% quarter-over-quarter.
  • 8 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q3 2023 and 1 closed out, a net change of +7 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q3 2023 was Osaic Holdings, an estimated $29.7M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q3 2023 was Brookstone Capital Management, an estimated $2.7M sold.

Based on aggregated 13F filings for Q3 2023.