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Pacer Swan SOS Fund of Funds ETF (PSFF) Institutional Ownership

$28.72
+0.05 (+0.17%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Fund of Funds ETF (BATS:PSFF)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$115.60M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$32.58M
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PSFF Institutional Buying and Selling by Quarter

Pacer Swan SOS Fund of Funds ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc411,333$11.82M0.1%-17.3%3.358%
11/1/2024 Financial Strategies Group Inc.415,860$12.04M2.6%+0.9%3.395%
10/24/2024 Patriot Financial Group Insurance Agency LLC44,424$1.28M0.2%+34.8%0.363%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,078$318K0.0%+14.8%0.090%
10/23/2024 Allworth Financial LP772,153$22.19M0.1%-45.1%6.303%
10/23/2024 Silver Oak Securities Incorporated15,025$431K0.0%N/A0.123%
10/23/2024 Ergawealth Advisors Inc.60,269$1.73M0.9%+4.7%0.492%
10/22/2024 Maripau Wealth Management LLC671,392$19.30M16.7%+12.3%5.481%
10/21/2024 Retirement Guys Formula LLC647,893$18.62M8.7%+4.5%5.289%
10/19/2024New Century Financial Group LLC211,103$6.07M2.2%-28.9%1.723%
10/18/2024Stratos Wealth Advisors LLC13,103$377K0.0%N/A0.107%
10/8/2024 Brookstone Capital Management275,162$7.91M0.1%-20.1%2.246%
10/8/2024 Atomi Financial Group Inc.11,372$327K0.0%+7.3%0.093%
10/4/2024 HBW Advisory Services LLC12,582$362K0.1%N/A0.103%
8/27/2024New Century Financial Group LLC297,056$8.26M3.5%-5.1%2.425%
8/22/2024Cetera Investment Advisers930,001$25.85M0.1%+12.0%7.592%
8/19/2024B. Riley Wealth Advisors Inc.7,394$205K0.0%-22.7%0.060%
8/16/2024Core Wealth Advisors Inc.93,183$2.59M0.9%+528.6%0.761%
8/8/2024Envestnet Asset Management Inc.623,684$17.33M0.0%+11.3%5.091%
8/2/2024Belpointe Asset Management LLC152,957$4.25M0.3%+1.0%1.249%
7/31/2024Commonwealth Equity Services LLC134,672$3.74M0.0%+48.0%1.099%
7/30/2024 ODonnell Financial Services LLC199,007$5.53M2.5%+2.0%1.625%
7/26/2024Harbour Investments Inc.14,365$399K0.0%+1,171.2%0.117%
7/26/2024 Patriot Financial Group Insurance Agency LLC32,956$916K0.1%+38.2%0.269%
7/26/2024 Cambridge Investment Research Advisors Inc.174,454$4.85M0.0%+16.4%1.424%
7/26/2024 Atomi Financial Group Inc.10,601$295K0.0%+31.2%0.087%
7/26/2024Signature Estate & Investment Advisors LLC52,931$1.47M0.0%N/A0.432%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,651$268K0.0%-4.3%0.079%
7/22/2024 Ergawealth Advisors Inc.57,582$1.60M0.9%+13.3%0.470%
7/18/2024 Brookstone Capital Management344,497$9.64M0.2%+4.9%2.812%
7/17/2024 Financial Strategies Group Inc.412,297$11.57M2.9%-0.9%3.366%
7/16/2024 Envestnet Portfolio Solutions Inc.10,932$304K0.0%N/A0.089%
7/15/2024Diligent Investors LLC22,479$625K0.2%+17.0%0.184%
7/12/2024 Lion Street Advisors LLC8,610$239K0.1%N/A0.070%
5/24/2024Cetera Advisors LLC580,596$15.68M0.1%+256.8%4.740%
5/24/2024Cetera Investment Advisers830,120$22.42M0.1%+144.6%6.776%
5/21/2024Atria Investments Inc478,834$12.93M0.2%-11.6%3.909%
5/16/2024B. Riley Wealth Advisors Inc.9,560$258K0.0%N/A0.078%
5/15/2024Kestra Advisory Services LLC533,066$14.40M0.1%+7.6%4.450%
5/10/2024Osaic Holdings Inc.1,096,487$29.62M0.1%-3.3%9.153%
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5/8/2024Avantax Advisory Services Inc.52,970$1.43M0.0%-30.0%0.442%
5/7/2024 Atomi Financial Group Inc.8,079$218K0.0%N/A0.067%
5/6/2024Advisory Services Network LLC107,498$2.90M0.1%+11.6%0.897%
5/1/2024Centric Wealth Management26,238$700K0.2%+119.9%0.219%
4/30/2024Hartline Investment Corp10,085$272K0.0%N/A0.084%
4/29/2024Commonwealth Equity Services LLC91,012$2.46M0.0%+34.6%0.760%
4/25/2024 Allworth Financial LP1,219,386$32.94M0.2%+105.4%10.936%
4/25/2024Triumph Capital Management8,881$240K0.1%N/A0.080%
4/25/2024 Cambridge Investment Research Advisors Inc.149,827$4.05M0.0%+56.1%1.344%
4/19/2024 Retirement Guys Formula LLC635,844$17.17M8.4%+6.8%5.703%
4/19/2024New Century Financial Group LLC312,900$8.45M5.9%+64.7%2.806%
4/18/2024 Financial Strategies Group Inc.416,102$11.22M3.0%N/A3.732%
4/15/2024 Brookstone Capital Management328,290$8.87M0.2%+4.4%2.944%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC8,807$237K0.0%N/A0.079%
4/10/2024 Signal Advisors Wealth LLC567,915$15.34M3.8%+1.8%8.451%
2/14/2024Core Wealth Advisors Inc.5,810$150K0.1%N/A0.086%
2/13/2024Cetera Advisor Networks LLC195,764$5.07M0.0%+13.5%2.913%
2/9/2024Advisory Services Network LLC96,292$2.49M0.1%+10.1%1.433%
2/9/2024Orion Portfolio Solutions LLC35,360$915K0.0%+3.9%0.526%
2/9/2024 Cambridge Investment Research Advisors Inc.95,979$2.48M0.0%+53.0%1.428%
2/8/2024New Century Financial Group LLC190,026$4.92M4.3%N/A2.828%
2/7/2024Avantax Advisory Services Inc.75,717$1.96M0.0%+5.5%1.127%
2/6/2024Centric Wealth Management11,932$314K0.1%-9.2%0.178%
2/5/2024Kestra Private Wealth Services LLC36,497$945K0.0%N/A0.543%
2/2/2024 ODonnell Financial Services LLC622,181$16.10M8.1%+229.2%9.259%
2/1/2024Sigma Planning Corp76,295$1.98M0.2%-63.3%1.135%
1/30/2024 Ergawealth Advisors Inc.43,603$1.13M0.7%+50.6%0.649%
1/24/2024 Allworth Financial LP593,711$15.37M0.1%+3.1%8.835%
1/22/2024 Retirement Guys Formula LLC595,504$15.41M8.2%+84.7%8.862%
1/19/2024 Realta Investment Advisors15,064$390K0.1%+32.7%0.224%
1/12/2024 Independent Wealth Network Inc.51,203$1.33M0.7%+13.3%0.762%
1/12/2024 Cedar Brook Financial Partners LLC37,160$965K0.2%N/A0.553%
1/11/2024 Brookstone Capital Management314,392$8.14M0.2%+53.7%4.678%
1/11/2024Diligent Investors LLC17,209$445K0.1%N/A0.256%
12/1/2023B. Riley Wealth Advisors Inc.9,560$231K0.0%N/A0.142%
11/16/2023 Maripau Wealth Management LLC517,353$12.51M11.5%+2.5%7.699%
11/13/2023Envestnet Asset Management Inc.168,026$4.06M0.0%+8.6%2.500%
11/8/2023HighTower Advisors LLC94,524$2.29M0.0%N/A1.407%
11/8/2023Avantax Advisory Services Inc.71,788$1.74M0.0%+4.9%1.068%
11/7/2023Atria Investments Inc509,057$12.31M0.2%+12.0%7.575%
11/6/2023Sigma Planning Corp207,699$5.02M0.2%-1.2%3.091%
11/6/2023Centric Wealth Management13,146$318K0.1%-4.2%0.196%
11/1/2023Orion Portfolio Solutions LLC34,025$823K0.0%+127.9%0.506%
10/31/2023 Allworth Financial LP576,008$13.93M0.1%+5.4%8.572%
10/30/2023 Ergawealth Advisors Inc.28,959$700K0.5%N/A0.431%
10/24/2023 Cambridge Investment Research Advisors Inc.62,714$1.52M0.0%+6.1%0.933%
10/23/2023Commonwealth Equity Services LLC61,317$1.48M0.0%+16.5%0.912%
10/20/2023 Brookstone Capital Management204,567$4.92M0.1%-35.1%3.044%
10/20/2023 ODonnell Financial Services LLC189,021$4.57M2.5%N/A2.813%
10/13/2023 Retirement Guys Formula LLC322,443$7.80M5.4%+5.8%4.798%
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10/11/2023 Independent Wealth Network Inc.45,196$1.09M0.7%+97.8%0.673%
8/21/2023Osaic Holdings Inc.976,935$23.77M0.0%+20.1%14.538%
8/14/2023MML Investors Services LLC471,676$11.48M0.1%+4.9%7.019%
8/10/2023Osaic Holdings Inc.976,935$23.77M0.0%+20.1%14.538%
8/10/2023Cetera Advisors LLC25,555$622K0.0%+70.7%0.380%
8/10/2023Cetera Advisor Networks LLC165,795$4.03M0.0%+7.0%2.467%
8/10/2023Financial Architects Inc97,224$2.37M0.4%N/A1.447%
8/10/2023Cetera Investment Advisers319,297$7.77M0.1%+23.8%4.751%
8/9/2023 Coastal Investment Advisors Inc.11,349$276K0.1%N/A0.169%
8/8/2023Kestra Private Wealth Services LLC21,421$521K0.0%+11.3%0.319%
(Data available from 1/1/2016 forward)

PSFF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSFF shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Pacer Swan SOS Fund of Funds ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($29.62M), Cetera Investment Advisers ($25.85M), Allworth Financial LP ($22.19M), Maripau Wealth Management LLC ($19.30M), Retirement Guys Formula LLC ($18.62M), Advisor Group Holdings Inc. ($18.49M), and Envestnet Asset Management Inc. ($17.33M).Learn more on PSFF's institutional investors.

Which institutional investors have been buying Pacer Swan SOS Fund of Funds ETF stock?

Of the 52 institutional investors that purchased Pacer Swan SOS Fund of Funds ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($1.22M), Cetera Investment Advisers ($764.03K), ODonnell Financial Services LLC ($626.09K), Atria Investments Inc ($509.06K), Cetera Advisors LLC ($428.44K), Financial Strategies Group Inc. ($419.67K), and Retirement Guys Formula LLC ($389.81K).

How much institutional buying is happening at Pacer Swan SOS Fund of Funds ETF?

Institutional investors have bought a total of 7,054,420 shares in the last 24 months. This purchase volume represents approximately $180.06M in transactions.

Which Pacer Swan SOS Fund of Funds ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold Pacer Swan SOS Fund of Funds ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($633.59K), Brookstone Capital Management ($413.25K), Atria Investments Inc ($149.42K), Sigma Planning Corp ($134.03K), New Century Financial Group LLC ($101.80K), Maripau Wealth Management LLC ($76.73K), and Envestnet Asset Management Inc. ($69.65K).

How much institutional selling is happening at Pacer Swan SOS Fund of Funds ETF?

Institutional investors have sold a total of 1,721,402 shares in the last 24 months. This volume of shares sold represents approximately $45.23M in transactions.



This page (BATS:PSFF) was last updated on 11/2/2024 by MarketBeat.com Staff
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