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Pacer Swan SOS Fund of Funds ETF

27 hedge funds and large institutions have $71.6M invested in Pacer Swan SOS Fund of Funds ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

75% more capital invested

Capital invested by funds: $40.9M → $71.6M (+$30.7M)

50% more funds holding

Funds holding: 1827 (+9)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8.61% more ownership

Funds ownership: 62.81%71.42% (+8.6%)

Holders
27
Holders Change
+9
Holders Change %
+50%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
14
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$26.1M +$7.48M +335,736 +41%
MWM
2
Maripau Wealth Management
Indiana
$12.4M +$2.61M +117,290 +26%
MML Investors Services
3
MML Investors Services
Massachusetts
$8.09M +$7.95M +356,876 New
T
4
TRUADVICE
Florida
$5.66M +$829K +37,242 +16%
RGF
5
Retirement Guys Formula
Ohio
$4.5M +$4.05M +181,981 +1,108%
BCM
6
Brookstone Capital Management
Illinois
$2.26M +$1.78M +80,089 +367%
CA
7
Cetera Advisors
Colorado
$1.78M +$1.75M +78,704 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.7M +$1.28M +57,498 +331%
ASN
9
Advisory Services Network
Georgia
$1.67M +$1.12M +50,165 +212%
SPC
10
Sigma Planning Corp
Michigan
$1.4M +$5.01K +225 +0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$936K +$323K +14,485 +54%
LPL Financial
12
LPL Financial
California
$764K
CAN
13
Cetera Advisor Networks
California
$684K -$59.7K -2,683 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$612K +$601K +27,002 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$516K +$310K +13,940 +158%
LA
16
Latitude Advisors
Florida
$465K -$184K -8,267 -29%
Wolverine Trading
17
Wolverine Trading
Illinois
$429K +$219K +9,824 +109%
CPIG
18
Chicago Partners Investment Group
Illinois
$425K +$128K +5,769 +40%
CWM
19
Centric Wealth Management
Illinois
$320K +$75.8K +3,404 +32%
APA
20
American Portfolios Advisors
New York
$307K +$252K +11,337 +511%
TCM
21
Triumph Capital Management
Colorado
$294K +$289K +12,990 New
AWM
22
Aspire Wealth Management
Massachusetts
$145K -$21.3K -958 -13%
IA
23
IFP Advisors
Florida
$95K +$105K +4,700 New
MCC
24
Money Concepts Capital
Florida
$45K +$44.3K +1,990 New
UBS Group
25
UBS Group
Switzerland
$18K +$17.4K +781 New

PSFF Hedge Fund Activity: Q1 2022 in Review

27 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q1 2022, worth a combined $71.6M — up 75% from $40.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PSFF positions and 0 closed out — a net gain of 9 holders — while 14 added to existing stakes and 3 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $7.95M. The largest seller was Latitude Advisors, cutting an estimated $184K.

  • 27 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q1 2022, up from 18 in Q4 2021.
  • Funds reported $71.6M of Pacer Swan SOS Fund of Funds ETF stock for Q1 2022, up 75% quarter-over-quarter.
  • 9 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q1 2022 and 0 closed out, a net change of +9 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q1 2022 was MML Investors Services, an estimated $7.95M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q1 2022 was Latitude Advisors, an estimated $184K sold.

Based on aggregated 13F filings for Q1 2022.