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Pacer Swan SOS Fund of Funds ETF

27 hedge funds and large institutions have $86.1M invested in Pacer Swan SOS Fund of Funds ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

9% more capital invested

Capital invested by funds: $79M → $86.1M (+$7.12M)

4.78% more ownership

Funds ownership: 68.99%73.76% (+4.8%)

0% more funds holding

Funds holding: 2727 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
12
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$18.1M -$1.72M -79,939 -8%
MWM
2
Maripau Wealth Management
Indiana
$11.8M -$709K -33,024 -6%
BCM
3
Brookstone Capital Management
Illinois
$10.1M +$7.02M +326,987 +199%
MML Investors Services
4
MML Investors Services
Massachusetts
$9.38M +$824K +38,385 +9%
T
5
TRUADVICE
Florida
$8.87M +$1.97M +91,765 +29%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.92M +$644K +30,010 +12%
RGF
7
Retirement Guys Formula
Ohio
$5.74M +$557K +25,977 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.66M +$2.53M +117,965 +198%
CAN
9
Cetera Advisor Networks
California
$2.21M +$897K +41,801 +64%
CA
10
Cetera Advisors
Colorado
$1.7M +$5.77K +269 +0.3%
ASN
11
Advisory Services Network
Georgia
$1.54M +$19.2K +897 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.19M -$32.1K -1,494 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$895K -$26.4K -1,232 -3%
CPIG
14
Chicago Partners Investment Group
Illinois
$800K
APA
15
American Portfolios Advisors
New York
$760K +$271K +12,608 +52%
LPL Financial
16
LPL Financial
California
$685K -$10.7K -500 -1%
IFG
17
Independent Financial Group
California
$607K +$35.7K +1,666 +6%
IA
18
IFP Advisors
Florida
$504K +$432K +20,133 +428%
CAG
19
Csenge Advisory Group
Florida
$407K +$424K +19,740 New
KAS
20
Kestra Advisory Services
Texas
$366K +$381K +17,755 New
CWM
21
Centric Wealth Management
Illinois
$331K -$923 -43 -0.3%
OMC
22
Old Mission Capital
Illinois
$263K -$103K -4,782 -27%
SWM
23
Spire Wealth Management
Virginia
$160K +$167K +7,771 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$87K +$90.3K +4,211 New
AWM
25
Aspire Wealth Management
Massachusetts
$27K -$9.12K -425 -24%

PSFF Hedge Fund Activity: Q3 2022 in Review

27 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q3 2022, worth a combined $86.1M — up 9% from $79M a quarter earlier.

Fund positioning in PSFF was balanced in Q3 2022: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 8 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $7.02M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $4.28M sold.

  • 27 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $86.1M of Pacer Swan SOS Fund of Funds ETF stock for Q3 2022, up 9% quarter-over-quarter.
  • 5 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q3 2022 and 5 closed out, a net change of 0 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q3 2022 was Brookstone Capital Management, an estimated $7.02M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q3 2022 was Sigma Planning Corp, an estimated $4.28M sold.

Based on aggregated 13F filings for Q3 2022.