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Pacer Swan SOS Fund of Funds ETF

27 hedge funds and large institutions have $90.2M invested in Pacer Swan SOS Fund of Funds ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

9.82% more ownership

Funds ownership: 72.84%82.66% (+9.8%)

3% more capital invested

Capital invested by funds: $87.3M → $90.2M (+$2.88M)

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
0.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
10
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$18.7M -$722K -32,083 -4%
T
2
TRUADVICE
Florida
$11.5M +$1.08M +47,843 +11%
MWM
3
Maripau Wealth Management
Indiana
$11.5M -$66K -2,932 -0.6%
MML Investors Services
4
MML Investors Services
Massachusetts
$10.3M -$200K -8,891 -2%
RGF
5
Retirement Guys Formula
Ohio
$7.36M +$695K +30,869 +11%
BCM
6
Brookstone Capital Management
Illinois
$5.99M -$683K -30,371 -11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5.93M -$3.18M -141,176 -35%
CAN
8
Cetera Advisor Networks
California
$3.56M +$385K +17,089 +12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.04M +$556K +24,704 +23%
AI
10
Atria Investments
North Carolina
$2.95M +$2.89M +128,502 New
CPIG
11
Chicago Partners Investment Group
Illinois
$2.23M +$98.9K +4,397 +5%
ASN
12
Advisory Services Network
Georgia
$1.91M +$8.39K +373 +0.5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.19M -$96.6K -4,291 -8%
LPL Financial
14
LPL Financial
California
$729K
IFG
15
Independent Financial Group
California
$597K -$66.7K -2,963 -10%
AAS
16
Avantax Advisory Services
Texas
$514K +$184K +8,162 +57%
KPWS
17
Kestra Private Wealth Services
Texas
$442K +$433K +19,254 New
CA
18
Cetera Advisors
Colorado
$344K +$15.1K +670 +5%
CWM
19
Centric Wealth Management
Illinois
$335K -$9.05K -402 -3%
OPS
20
Orion Portfolio Solutions
Nebraska
$326K +$94.7K +4,209 +42%
BCI
21
Brinker Capital Investments
Pennsylvania
$326K +$319K +14,171 New
CAG
22
Csenge Advisory Group
Florida
$320K -$120K -5,351 -28%
AWM
23
Aspire Wealth Management
Massachusetts
$30.7K
JP Morgan Chase
24
JP Morgan Chase
New York
$11.5K +$11.3K +500 New
TC
25
Trust Company
Kansas
$6.59K

PSFF Hedge Fund Activity: Q1 2023 in Review

27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q1 2023, worth a combined $90.2M — up 3.3% from $87.3M a quarter earlier.

Fund positioning in PSFF was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 9 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $2.89M. The largest seller was Cetera Investment Advisers, cutting an estimated $3.18M.

  • 27 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $90.2M of Pacer Swan SOS Fund of Funds ETF stock for Q1 2023, up 3.3% quarter-over-quarter.
  • 5 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q1 2023 and 5 closed out, a net change of 0 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q1 2023 was Atria Investments, an estimated $2.89M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q1 2023 was Cetera Investment Advisers, an estimated $3.18M sold.

Based on aggregated 13F filings for Q1 2023.