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Pacer Swan SOS Fund of Funds ETF

27 hedge funds and large institutions have $87.3M invested in Pacer Swan SOS Fund of Funds ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

1% more capital invested

Capital invested by funds: $86.1M → $87.3M (+$1.2M)

0% more funds holding

Funds holding: 2727 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

0.92% less ownership

Funds ownership: 73.76%72.84% (-0.92%)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
10
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$18.5M -$711K -32,925 -4%
MWM
2
Maripau Wealth Management
Indiana
$11.1M -$880K -40,777 -8%
MML Investors Services
3
MML Investors Services
Massachusetts
$10M +$69.2K +3,205 +0.7%
T
4
TRUADVICE
Florida
$10M +$773K +35,836 +9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.73M +$2.42M +112,044 +39%
BCM
6
Brookstone Capital Management
Illinois
$6.37M -$4.38M -202,895 -41%
RGF
7
Retirement Guys Formula
Ohio
$6.33M +$243K +11,240 +4%
CAN
8
Cetera Advisor Networks
California
$3.01M +$662K +30,662 +29%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.36M -$1.5M -69,648 -39%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.11M +$1.19M +55,008 +148%
ASN
11
Advisory Services Network
Georgia
$1.81M +$175K +8,103 +11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.23M -$35.8K -1,660 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.02M +$72.5K +3,358 +8%
IA
14
IFP Advisors
Florida
$779K +$292K +13,535 +55%
LPL Financial
15
LPL Financial
California
$693K -$32.4K -1,500 -5%
IFG
16
Independent Financial Group
California
$632K -$10.8K -500 -2%
CAG
17
Csenge Advisory Group
Florida
$421K -$10.2K -471 -2%
KAS
18
Kestra Advisory Services
Texas
$418K +$29.9K +1,386 +8%
CWM
19
Centric Wealth Management
Illinois
$328K -$22.7K -1,054 -7%
CA
20
Cetera Advisors
Colorado
$313K -$1.47M -68,292 -83%
AAS
21
Avantax Advisory Services
Texas
$311K +$307K +14,230 New
Citadel Advisors
22
Citadel Advisors
Florida
$280K +$277K +12,823 New
OPS
23
Orion Portfolio Solutions
Nebraska
$218K +$215K +9,962 New
SWM
24
Spire Wealth Management
Virginia
$170K
MCC
25
Money Concepts Capital
Florida
$43.5K +$42.9K +1,990 New

PSFF Hedge Fund Activity: Q4 2022 in Review

27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q4 2022, worth a combined $87.3M — up 1.4% from $86.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PSFF positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.42M. The largest seller was Brookstone Capital Management, cutting an estimated $4.38M.

  • 27 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $87.3M of Pacer Swan SOS Fund of Funds ETF stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 4 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q4 2022 was Cetera Investment Advisers, an estimated $2.42M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q4 2022 was Brookstone Capital Management, an estimated $4.38M sold.

Based on aggregated 13F filings for Q4 2022.