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Pacer Swan SOS Fund of Funds ETF

61 hedge funds and large institutions have $294M invested in Pacer Swan SOS Fund of Funds ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

9% more funds holding

Funds holding: 5661 (+5)

1% more capital invested

Capital invested by funds: $293M → $294M (+$1.53M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

17.49% less ownership

Funds ownership: 103.31%85.82% (-17%)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
26
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$39.3M +$5.07M +186,357 +15%
Osaic Holdings
2
Osaic Holdings
Arizona
$32.9M +$2.34M +86,074 +8%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$25.8M +$2.72M +99,881 +12%
MML Investors Services
4
MML Investors Services
Massachusetts
$19.6M +$2.69M +98,824 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.3M +$1.72M +63,417 +11%
RGF
6
Retirement Guys Formula
Ohio
$17.2M -$427K -15,694 -2%
KAS
7
Kestra Advisory Services
Texas
$16.8M +$1.96M +72,187 +14%
MWM
8
Maripau Wealth Management
Indiana
$16.6M +$821K +30,199 +5%
AI
9
Atria Investments
North Carolina
$13.8M +$512K +18,833 +4%
FSG
10
Financial Strategies Group
Michigan
$11.6M -$103K -3,805 -0.9%
BCM
11
Brookstone Capital Management
Illinois
$9.64M +$441K +16,207 +5%
LPL Financial
12
LPL Financial
California
$9.6M +$2.04M +74,984 +28%
NCFG
13
New Century Financial Group
New Jersey
$8.26M -$431K -15,844 -5%
ODFS
14
O'Donnell Financial Services
California
$5.53M +$106K +3,907 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.85M +$669K +24,627 +16%
BAM
16
Belpointe Asset Management
Nevada
$4.25M +$41.4K +1,523 +1%
SAW
17
Signal Advisors Wealth
Michigan
$4.16M -$11.4M -418,047 -74%
IFG
18
Independent Financial Group
California
$4.14M +$1.28M +46,983 +46%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.74M +$1.19M +43,660 +48%
SPC
20
Sigma Planning Corp
Michigan
$3.54M -$402K -14,788 -10%
ASN
21
Advisory Services Network
Georgia
$3.21M +$217K +7,991 +7%
CPIG
22
Chicago Partners Investment Group
Illinois
$2.83M
CWAF
23
Core Wealth Advisors (Florida)
Florida
$2.59M +$2.13M +78,358 +529%
IWN
24
Independent Wealth Network
Iowa
$1.96M +$526K +19,366 +38%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.82M -$159K -5,838 -8%

PSFF Hedge Fund Activity: Q2 2024 in Review

61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q2 2024, worth a combined $294M — up 0.52% from $293M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSFF positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Allworth Financial, adding an estimated $5.07M. The largest seller was Signal Advisors Wealth, cutting an estimated $11.4M.

  • 61 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $294M of Pacer Swan SOS Fund of Funds ETF stock for Q2 2024, up 0.52% quarter-over-quarter.
  • 14 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q2 2024 and 7 closed out, a net change of +7 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q2 2024 was Allworth Financial, an estimated $5.07M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q2 2024 was Signal Advisors Wealth, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2024.