Pacer Swan SOS Fund of Funds ETF
PSFF
41 hedge funds and large institutions have $218M invested in Pacer Swan SOS Fund of Funds ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 5 closing their positions.
283% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 6
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more capital invested
Capital invested by funds: $181M → $218M (+$37.3M)
8% more funds holding
Funds holding: 38 → 41 (+3)
8.34% less ownership
Funds ownership: 106.81% → 98.47% (-8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$12.3M |
| 2 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$10.7M |
| 3 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
+$6.77M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.2M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.26M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$479K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$275K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$231K |
PSFF Hedge Fund Activity: Q4 2023 in Review
41 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q4 2023, worth a combined $218M — up 21% from $181M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSFF positions and 5 closed out — a net gain of 4 holders — while 23 added to existing stakes and 6 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $12.3M. The largest seller was Osaic Holdings, cutting an estimated $26.2M.
- 41 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q4 2023, up from 38 in Q3 2023.
- Funds reported $218M of Pacer Swan SOS Fund of Funds ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 9 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q4 2023 and 5 closed out, a net change of +4 holders.
- The largest Pacer Swan SOS Fund of Funds ETF buyer in Q4 2023 was Kestra Advisory Services, an estimated $12.3M added.
- The largest Pacer Swan SOS Fund of Funds ETF seller in Q4 2023 was Osaic Holdings, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2023.