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Pacer Swan SOS Fund of Funds ETF

18 hedge funds and large institutions have $40.9M invested in Pacer Swan SOS Fund of Funds ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

416% more capital invested

Capital invested by funds: $7.93M → $40.9M (+$33M)

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

125% more funds holding

Funds holding: 818 (+10)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40.62% more ownership

Funds ownership: 22.19%62.81% (+41%)

Holders
18
Holders Change
+10
Holders Change %
+125%
% of All Funds
0.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
4
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$18.6M +$18.1M +806,147 +8,903%
MWM
2
Maripau Wealth Management
Indiana
$10.1M +$10.2M +451,429 New
T
3
TRUADVICE
Florida
$5.08M +$855K +37,997 +20%
SPC
4
Sigma Planning Corp
Michigan
$1.41M +$507K +22,537 +57%
LPL Financial
5
LPL Financial
California
$769K -$61.3K -2,725 -7%
CAN
6
Cetera Advisor Networks
California
$749K +$44.2K +1,967 +6%
LA
7
Latitude Advisors
Florida
$657K +$648K +28,802 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$612K +$604K +26,864 New
ASN
9
Advisory Services Network
Georgia
$541K +$533K +23,715 New
BCM
10
Brookstone Capital Management
Illinois
$494K +$491K +21,825 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$396K +$390K +17,350 New
RGF
12
Retirement Guys Formula
Ohio
$374K +$369K +16,421 New
CPIG
13
Chicago Partners Investment Group
Illinois
$319K +$325K +14,440 New
CWM
14
Centric Wealth Management
Illinois
$244K +$241K +10,699 New
Wolverine Trading
15
Wolverine Trading
Illinois
$205K +$203K +9,006 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$201K +$198K +8,823 New
AWM
17
Aspire Wealth Management
Massachusetts
$168K +$166K +7,379 New
APA
18
American Portfolios Advisors
New York
$50.6K
OMC
19
Old Mission Capital
Illinois
-$592K -26,911 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$482K -21,940 Closed

PSFF Hedge Fund Activity: Q4 2021 in Review

18 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q4 2021, worth a combined $40.9M — up 416% from $7.93M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PSFF positions and 2 closed out — a net gain of 10 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $18.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $592K sold.

  • 18 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q4 2021, up from 8 in Q3 2021.
  • Funds reported $40.9M of Pacer Swan SOS Fund of Funds ETF stock for Q4 2021, up 416% quarter-over-quarter.
  • 12 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q4 2021 and 2 closed out, a net change of +10 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q4 2021 was Osaic Holdings, an estimated $18.1M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q4 2021 was Old Mission Capital, an estimated $592K sold.

Based on aggregated 13F filings for Q4 2021.