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Pacer Swan SOS Fund of Funds ETF
PSFF

Overview Fund Activity

40 hedge funds and large institutions have $217M invested in Pacer Swan SOS Fund of Funds ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
22
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$12.8M
2
ODFS
O'Donnell Financial Services
California
$16.1M
3
RGF
Retirement Guys Formula
Ohio
$15.4M
4
LPL Financial
LPL Financial
California
$7.06M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.16M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$29.4M
2
SPC
Sigma Planning Corp
Michigan
$1.97M
3
OMC
Old Mission Capital
Illinois
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
BRWA
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
26
Cedar Brook Financial Partners
Ohio
$965K +$965K +37,160 New
KPWS
27
Kestra Private Wealth Services
Texas
$945K +$945K +36,497 New
OPS
28
Orion Portfolio Solutions
Nebraska
$915K +$34.6K +1,335 +4%
BCI
29
Brinker Capital Investments
Pennsylvania
$915K +$34.6K +1,335 +4%
DI
30
Diligent Investors
California
$445K +$445K +17,209 New
RIA
31
Realta Investment Advisors
Delaware
$390K +$96.1K +3,715 +33%
CAG
32
Csenge Advisory Group
Florida
$350K +$3.08K +119 +0.9%
CWM
33
Centric Wealth Management
Illinois
$314K -$31.9K -1,214 -9%
SWP
34
Summit Wealth Partners
Florida
$280K -$65.7K -2,539 -19%
LNC
35
Lincoln National Corp
Pennsylvania
$212K +$212K +8,188 New
CWA
36
Core Wealth Advisors
Florida
$150K +$150K +5,810 New
UBS Group
37
UBS Group
Switzerland
$102K +$100K +3,877 +5,311%
AWM
38
Aspire Wealth Management
Massachusetts
$34.5K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3K +$3K +100 New
DFA
40
DHJJ Financial Advisors
Illinois
$1.42K – – –
OMC
41
Old Mission Capital
Illinois
– -$479K -19,829 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– -$275K -11,373 Closed
BRWA
43
B. Riley Wealth Advisors
Florida
– -$231K -9,560 Closed
Wells Fargo
44
Wells Fargo
California
– -$62.3K -2,576 Closed
TC
45
Trust Company
Kansas
– -$6.94K -287 Closed
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