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Pacer Swan SOS Fund of Funds ETF

78 hedge funds and large institutions have $399M invested in Pacer Swan SOS Fund of Funds ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more capital invested

Capital invested by funds: $325M → $399M (+$73.9M)

20% more funds holding

Funds holding: 6578 (+13)

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

6.99% more ownership

Funds ownership: 85.75%92.75% (+7%)

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.03%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
18
Increased
28
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$443K +$59.3K +2,038 +16%
HAS
52
HBW Advisory Services
California
$427K +$58.3K +2,001 +16%
TCM
53
Triumph Capital Management
Colorado
$358K +$27.3K +936 +8%
AFG
54
Atomi Financial Group
New York
$338K +$4.49K +154 +1%
JWCA
55
J.W. Cole Advisors
Florida
$307K +$305K +10,485 New
FFG
56
Fiduciary Financial Group
California
$274K +$274K +9,420 New
NG
57
Novem Group
New York
$272K +$271K +9,300 New
4WM
58
49 Wealth Management
Texas
$271K +$269K +9,241 New
BCI
59
Brinker Capital Investments
Pennsylvania
$255K -$161K -5,544 -39%
OPS
60
Orion Portfolio Solutions
Nebraska
$255K -$161K -5,544 -39%
TC
61
TownSquare Capital
Utah
$253K
LSA
62
Lion Street Advisors
Texas
$246K
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$245K -$1.05M -36,052 -81%
AWA
64
Arete Wealth Advisors
Illinois
$232K -$42.1K -1,444 -15%
CFS
65
Coordinated Financial Services
Colorado
$217K +$216K +7,405 New
SPIA
66
Steward Partners Investment Advisory
New York
$134K -$9.9K -340 -7%
CIAS
67
Capital Investment Advisory Services
North Carolina
$91.6K
JP Morgan Chase
68
JP Morgan Chase
New York
$77.3K +$69.3K +2,379 +911%
Comerica Bank
69
Comerica Bank
Texas
$73K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$68K +$67.2K +2,307 New
KIM
71
Kestra Investment Management
Texas
$50.4K +$50.1K +1,720 New
PS
72
Principal Securities
Iowa
$19K +$18.9K +650 New
RIA
73
Realta Investment Advisors
Delaware
$14.1K
Morgan Stanley
74
Morgan Stanley
New York
$8.64K
NA
75
NewEdge Advisors
Louisiana
$4.33K +$4.31K +148 New

PSFF Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q4 2024, worth a combined $399M — up 23% from $325M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSFF positions and 4 closed out — a net gain of 14 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Allworth Financial, adding an estimated $21.9M. The largest seller was Atria Investments, cutting an estimated $10.5M.

  • 78 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $399M of Pacer Swan SOS Fund of Funds ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 18 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q4 2024 was Allworth Financial, an estimated $21.9M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q4 2024 was Atria Investments, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2024.