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Pacer Swan SOS Fund of Funds ETF

56 hedge funds and large institutions have $293M invested in Pacer Swan SOS Fund of Funds ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

37% more funds holding

Funds holding: 4156 (+15)

34% more capital invested

Capital invested by funds: $218M → $293M (+$75M)

4.84% more ownership

Funds ownership: 98.47%103.31% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
56
Holders Change
+15
Holders Change %
+36.59%
% of All Funds
0.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
25
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.43M -$601K -22,747 -30%
IWN
27
Independent Wealth Network
Iowa
$1.38M -$2.86K -108 -0.2%
EA
28
Ergawealth Advisors
Illinois
$1.37M +$191K +7,226 +17%
CBFP
29
Cedar Brook Financial Partners
Ohio
$1.31M +$296K +11,198 +30%
KPWS
30
Kestra Private Wealth Services
Texas
$1.29M +$303K +11,444 +31%
CWM
31
Centric Wealth Management
Illinois
$700K +$378K +14,306 +120%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$644K +$631K +23,851 New
LNC
33
Lincoln National Corp
Pennsylvania
$564K +$336K +12,709 +155%
DI
34
Diligent Investors
California
$519K +$52.9K +2,000 +12%
BCI
35
Brinker Capital Investments
Pennsylvania
$498K -$447K -16,920 -48%
OPS
36
Orion Portfolio Solutions
Nebraska
$498K -$447K -16,920 -48%
CWAF
37
Core Wealth Advisors (Florida)
Florida
$400K +$238K +9,015 +155%
CAG
38
Csenge Advisory Group
Florida
$360K -$5.05K -191 -1%
SOS
39
Silver Oak Securities
Tennessee
$344K +$336K +12,720 New
RIA
40
Realta Investment Advisors
Delaware
$337K -$68.2K -2,580 -17%
Jane Street
41
Jane Street
New York
$295K +$288K +10,905 New
SWP
42
Summit Wealth Partners
Florida
$292K
BCA
43
Bay Colony Advisors
Massachusetts
$272K +$267K +10,085 New
HIC
44
Hartline Investment Corp
Illinois
$272K +$267K +10,085 New
CFS
45
Coordinated Financial Services
Colorado
$243K +$238K +8,995 New
TCM
46
Triumph Capital Management
Colorado
$240K +$235K +8,881 New
AMBIA
47
Allen Mooney & Barnes Investment Advisors
Georgia
$237K +$233K +8,807 New
BRWA
48
B. Riley Wealth Advisors
Florida
$231K +$253K +9,560 New
AFG
49
Atomi Financial Group
New York
$218K +$214K +8,079 New
CA
50
CoreCap Advisors
Michigan
$52.8K +$51.7K +1,956 New

PSFF Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q1 2024, worth a combined $293M — up 34% from $218M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSFF positions and 1 closed out — a net gain of 15 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Allworth Financial, adding an estimated $16.5M. The largest seller was O'Donnell Financial Services, cutting an estimated $11.3M.

  • 56 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q1 2024, up from 41 in Q4 2023.
  • Funds reported $293M of Pacer Swan SOS Fund of Funds ETF stock for Q1 2024, up 34% quarter-over-quarter.
  • 16 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q1 2024 and 1 closed out, a net change of +15 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q1 2024 was Allworth Financial, an estimated $16.5M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q1 2024 was O'Donnell Financial Services, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2024.