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Pacer Swan SOS Fund of Funds ETF

56 hedge funds and large institutions have $293M invested in Pacer Swan SOS Fund of Funds ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

37% more funds holding

Funds holding: 4156 (+15)

34% more capital invested

Capital invested by funds: $218M → $293M (+$75M)

4.84% more ownership

Funds ownership: 98.47%103.31% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
56
Holders Change
+15
Holders Change %
+36.59%
% of All Funds
0.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
25
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$32.9M +$16.5M +625,675 +105%
Osaic Holdings
2
Osaic Holdings
Arizona
$29.6M -$998K -37,747 -3%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$22.4M +$13M +490,784 +145%
RGF
4
Retirement Guys Formula
Ohio
$17.2M +$1.07M +40,340 +7%
MML Investors Services
5
MML Investors Services
Massachusetts
$16.4M +$2.15M +81,135 +15%
CA
6
Cetera Advisors
Colorado
$15.7M +$11M +417,860 +257%
MWM
7
Maripau Wealth Management
Indiana
$15.3M +$260K +9,842 +2%
SAW
8
Signal Advisors Wealth
Michigan
$15.3M +$267K +10,096 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$15.1M +$5.45M +206,191 +58%
KAS
10
Kestra Advisory Services
Texas
$14.4M +$997K +37,718 +8%
AI
11
Atria Investments
North Carolina
$12.9M -$1.67M -63,087 -12%
FSG
12
Financial Strategies Group
Michigan
$11.2M +$11M +416,102 New
BCM
13
Brookstone Capital Management
Illinois
$8.87M +$367K +13,898 +4%
NCFG
14
New Century Financial Group
New Jersey
$8.45M +$3.25M +122,874 +65%
LPL Financial
15
LPL Financial
California
$7.31M -$57.7K -2,182 -0.8%
CAN
16
Cetera Advisor Networks
California
$5.61M +$316K +11,970 +6%
ODFS
17
O'Donnell Financial Services
California
$5.27M -$11.3M -427,081 -69%
BAM
18
Belpointe Asset Management
Nevada
$4.09M +$4M +151,434 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.05M +$1.42M +53,848 +56%
SPC
20
Sigma Planning Corp
Michigan
$3.84M +$1.74M +65,909 +86%
ASN
21
Advisory Services Network
Georgia
$2.9M +$296K +11,206 +12%
IFG
22
Independent Financial Group
California
$2.76M +$1.57M +59,268 +139%
CPIG
23
Chicago Partners Investment Group
Illinois
$2.73M +$142K +5,366 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.46M +$619K +23,414 +35%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.93M -$425K -16,083 -18%

PSFF Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q1 2024, worth a combined $293M — up 34% from $218M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSFF positions and 1 closed out — a net gain of 15 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Allworth Financial, adding an estimated $16.5M. The largest seller was O'Donnell Financial Services, cutting an estimated $11.3M.

  • 56 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q1 2024, up from 41 in Q4 2023.
  • Funds reported $293M of Pacer Swan SOS Fund of Funds ETF stock for Q1 2024, up 34% quarter-over-quarter.
  • 16 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q1 2024 and 1 closed out, a net change of +15 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q1 2024 was Allworth Financial, an estimated $16.5M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q1 2024 was O'Donnell Financial Services, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2024.