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Pacer Swan SOS Fund of Funds ETF

32 hedge funds and large institutions have $138M invested in Pacer Swan SOS Fund of Funds ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

53% more capital invested

Capital invested by funds: $90.2M → $138M (+$47.9M)

19% more funds holding

Funds holding: 2732 (+5)

12.16% more ownership

Funds ownership: 82.66%94.83% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
17
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$23.8M +$3.82M +163,233 +20%
T
2
TRUADVICE
Florida
$13.8M +$1.55M +66,048 +13%
AF
3
Allworth Financial
California
$13.3M +$12.8M +546,402 New
MWM
4
Maripau Wealth Management
Indiana
$12.3M +$119K +5,095 +1%
MML Investors Services
5
MML Investors Services
Massachusetts
$11.5M +$516K +22,052 +5%
AI
6
Atria Investments
North Carolina
$11.1M +$7.62M +325,865 +254%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.77M +$1.43M +61,317 +24%
BCM
8
Brookstone Capital Management
Illinois
$7.64M +$1.33M +56,772 +22%
RGF
9
Retirement Guys Formula
Ohio
$7.41M -$368K -15,736 -5%
SPC
10
Sigma Planning Corp
Michigan
$5.12M +$4.92M +210,328 New
CAN
11
Cetera Advisor Networks
California
$4.03M +$254K +10,854 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.76M +$519K +22,180 +17%
CPIG
13
Chicago Partners Investment Group
Illinois
$2.37M
FANJ
14
Financial Architects (New Jersey)
New Jersey
$2.37M +$2.27M +97,224 New
ASN
15
Advisory Services Network
Georgia
$1.95M -$66.6K -2,846 -3%
AAS
16
Avantax Advisory Services
Texas
$1.66M +$1.08M +46,019 +206%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.44M +$168K +7,189 +14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.28M +$5.19K +222 +0.4%
IFG
19
Independent Financial Group
California
$754K +$118K +5,038 +19%
LPL Financial
20
LPL Financial
California
$715K -$55K -2,350 -7%
CA
21
Cetera Advisors
Colorado
$622K +$248K +10,582 +71%
IWN
22
Independent Wealth Network
Iowa
$556K +$535K +22,850 New
KPWS
23
Kestra Private Wealth Services
Texas
$521K +$50.7K +2,167 +11%
SWP
24
Summit Wealth Partners
Florida
$453K +$436K +18,635 New
BCI
25
Brinker Capital Investments
Pennsylvania
$363K +$17.8K +761 +5%

PSFF Hedge Fund Activity: Q2 2023 in Review

32 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q2 2023, worth a combined $138M — up 53% from $90.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSFF positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $12.8M. The largest seller was Retirement Guys Formula, cutting an estimated $368K.

  • 32 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q2 2023, up from 27 in Q1 2023.
  • Funds reported $138M of Pacer Swan SOS Fund of Funds ETF stock for Q2 2023, up 53% quarter-over-quarter.
  • 7 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q2 2023 and 2 closed out, a net change of +5 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q2 2023 was Allworth Financial, an estimated $12.8M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q2 2023 was Retirement Guys Formula, an estimated $368K sold.

Based on aggregated 13F filings for Q2 2023.