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Pacer Swan SOS Fund of Funds ETF

78 hedge funds and large institutions have $399M invested in Pacer Swan SOS Fund of Funds ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more capital invested

Capital invested by funds: $325M → $399M (+$73.9M)

20% more funds holding

Funds holding: 6578 (+13)

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

6.99% more ownership

Funds ownership: 85.75%92.75% (+7%)

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.03%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
18
Increased
28
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$49.7M +$8.08M +277,465 +20%
AF
2
Allworth Financial
California
$45.3M +$21.9M +751,548 +97%
Osaic Holdings
3
Osaic Holdings
Arizona
$30.1M -$5.31M -182,329 -15%
AA
4
Armis Advisers
Georgia
$28.2M +$28M +961,210 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$21.9M +$3.13M +107,513 +17%
MML Investors Services
6
MML Investors Services
Massachusetts
$21.6M +$230K +7,913 +1%
KAS
7
Kestra Advisory Services
Texas
$17.9M +$435K +14,929 +3%
MWM
8
Maripau Wealth Management
Indiana
$16.6M -$3.06M -105,045 -16%
SAW
9
Signal Advisors Wealth
Michigan
$16.6M -$3.03M -104,119 -16%
RGF
10
Retirement Guys Formula
Ohio
$15.3M -$3.64M -125,097 -19%
FSG
11
Financial Strategies Group
Michigan
$12M -$79.8K -2,742 -0.7%
LPL Financial
12
LPL Financial
California
$10M -$536K -18,397 -5%
KFSN
13
Keystone Financial Services (Nebraska)
Nebraska
$8.32M +$8.27M +284,003 New
AFP
14
Ausdal Financial Partners
Iowa
$7.39M +$7.35M +252,236 New
SPC
15
Sigma Planning Corp
Michigan
$7.29M +$2.77M +95,154 +62%
NCFG
16
New Century Financial Group
New Jersey
$7.14M +$911K +31,288 +15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.74M +$455K +15,629 +9%
ODFS
18
O'Donnell Financial Services
California
$5.57M -$138K -4,745 -2%
BCM
19
Brookstone Capital Management
Illinois
$4.97M -$3.07M -105,397 -38%
BAM
20
Belpointe Asset Management
Nevada
$4.5M +$229K +7,864 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.45M +$303K +10,421 +7%
SMAM
22
Sugar Maple Asset Management
Wisconsin
$3.85M +$1.29M +44,154 +51%
AAS
23
Avantax Advisory Services
Texas
$3.48M +$637K +21,878 +23%
CWAF
24
Core Wealth Advisors (Florida)
Florida
$3.47M +$469K +16,104 +16%
IW
25
IronOak Wealth
Texas
$3.26M +$3.24M +111,276 New

PSFF Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Swan SOS Fund of Funds ETF (PSFF) for Q4 2024, worth a combined $399M — up 23% from $325M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSFF positions and 4 closed out — a net gain of 14 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Allworth Financial, adding an estimated $21.9M. The largest seller was Atria Investments, cutting an estimated $10.5M.

  • 78 institutional investors held Pacer Swan SOS Fund of Funds ETF (PSFF) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $399M of Pacer Swan SOS Fund of Funds ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 18 funds opened new Pacer Swan SOS Fund of Funds ETF positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest Pacer Swan SOS Fund of Funds ETF buyer in Q4 2024 was Allworth Financial, an estimated $21.9M added.
  • The largest Pacer Swan SOS Fund of Funds ETF seller in Q4 2024 was Atria Investments, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2024.