Pacer Swan SOS Fund of Funds ETF
PSFF
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.
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: 41 → 56 (+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: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$16.5M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$13M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$11M |
| 4 |
FSG
Financial Strategies Group
Okemos,
Michigan
|
+$11M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$11.3M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.67M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$998K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$601K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$447K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
Aspire Wealth Management
Waltham,
Massachusetts
| $36K | – | – | – |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $30.5K | +$29.9K | +1,130 | New |
|
|
GEA
53
Glen Eagle Advisors
Kingston,
New Jersey
| $10.8K | +$10.6K | +400 | New |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
CAM
55
Creekmur Asset Management
Morton,
Illinois
| $2.7K | +$2.64K | +100 | New |
|
|
DFA
56
DHJJ Financial Advisors
Naperville,
Illinois
| $1.49K | – | – | – |
|
57
UBS Group
Zurich,
Switzerland
| – | -$102K | -3,950 | Closed |
|
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.