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Pacer Swan SOS Fund of Funds ETF

65 hedge funds and large institutions have $325M invested in Pacer Swan SOS Fund of Funds ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $294M → $325M (+$30.9M)

7% more funds holding

Funds holding: 6165 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.07% less ownership

Funds ownership: 85.82%85.75% (-0.07%)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
33
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$40.8M +$13.7M +488,228 +52%
Osaic Holdings
2
Osaic Holdings
Arizona
$34.8M +$803K +28,577 +2%
AF
3
Allworth Financial
California
$22.2M -$17.8M -633,590 -45%
MML Investors Services
4
MML Investors Services
Massachusetts
$21M +$677K +24,088 +3%
MWM
5
Maripau Wealth Management
Indiana
$19.3M +$2.06M +73,278 +12%
SAW
6
Signal Advisors Wealth
Michigan
$19.3M +$14.6M +520,598 +347%
RGF
7
Retirement Guys Formula
Ohio
$18.6M +$779K +27,743 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.4M +$468K +16,668 +3%
KAS
9
Kestra Advisory Services
Texas
$17.2M -$233K -8,291 -1%
FSG
10
Financial Strategies Group
Michigan
$12M +$100K +3,563 +0.9%
AI
11
Atria Investments
North Carolina
$11.8M -$2.43M -86,334 -17%
LPL Financial
12
LPL Financial
California
$10.4M +$441K +15,691 +5%
BCM
13
Brookstone Capital Management
Illinois
$7.91M -$1.95M -69,335 -20%
NCFG
14
New Century Financial Group
New Jersey
$6.07M -$2.41M -85,953 -29%
ODFS
15
O'Donnell Financial Services
California
$5.72M +$4.92K +175 +0.1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.18M +$164K +5,829 +3%
SPC
17
Sigma Planning Corp
Michigan
$4.42M +$742K +26,410 +21%
BAM
18
Belpointe Asset Management
Nevada
$4.32M -$73.5K -2,617 -2%
IFG
19
Independent Financial Group
California
$4.1M -$180K -6,410 -4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.07M +$196K +6,989 +5%
ASN
21
Advisory Services Network
Georgia
$3.21M
CWAF
22
Core Wealth Advisors (Florida)
Florida
$2.94M +$260K +9,271 +10%
CPIG
23
Chicago Partners Investment Group
Illinois
$2.94M
AAS
24
Avantax Advisory Services
Texas
$2.79M +$947K +33,694 +53%
CCAM
25
Cascades Capital Asset Management
North Carolina
$2.57M +$2.52M +89,520 New

PSFF Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q3 2024, worth a combined $325M — up 10% from $294M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PSFF positions and 7 closed out — a net gain of 5 holders — while 33 added to existing stakes and 10 trimmed.

The largest buyer was Signal Advisors Wealth, adding an estimated $14.6M. The largest seller was Allworth Financial, cutting an estimated $17.8M.

  • 65 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q3 2024, up from 61 in Q2 2024.
  • Funds reported $325M of Pacer Swan SOS Fund of Funds ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 12 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q3 2024 and 7 closed out, a net change of +5 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q3 2024 was Signal Advisors Wealth, an estimated $14.6M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q3 2024 was Allworth Financial, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2024.