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

$29.27 +0.17 (+0.58%)
(As of 11/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$117.55M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$32.55M
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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
11/18/2024 Arete Wealth Advisors LLC9,368$269K0.0%N/A0.076%
11/15/2024 MML Investors Services LLC729,402$20.96M0.1%+3.4%5.954%
11/15/2024 Glen Eagle Advisors LLC24,802$713K0.1%+6,100.5%0.202%
11/15/2024 HighTower Advisors LLC63,974$1.84M0.0%-2.3%0.522%
11/14/2024 Centric Wealth Management37,806$1.10M0.3%+52.4%0.309%
11/7/2024 Sugar Maple Asset Management LLC87,315$2.51M2.2%N/A0.713%
11/6/2024 Signature Estate & Investment Advisors LLC65,599$1.89M0.0%+23.9%0.536%
11/5/2024 Harbour Investments Inc.35,320$1.02M0.0%+145.9%0.288%
11/4/2024 Sigma Planning Corp153,826$4.42M0.1%+20.7%1.256%
11/1/2024 Atria 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%
8/22/2024 Cetera 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%
8/16/2024 Core Wealth Advisors Inc.93,183$2.59M0.9%+528.6%0.761%
8/8/2024 Envestnet Asset Management Inc.623,684$17.33M0.0%+11.3%5.091%
8/2/2024 Belpointe 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%
7/26/2024 Harbour 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%
7/26/2024 Signature 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%
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7/16/2024 Envestnet Portfolio Solutions Inc.10,932$304K0.0%N/A0.089%
7/15/2024 Diligent 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%
5/24/2024 Cetera Investment Advisers830,120$22.42M0.1%+144.6%6.776%
5/21/2024 Atria Investments Inc478,834$12.93M0.2%-11.6%3.909%
5/16/2024B. Riley Wealth Advisors Inc.9,560$258K0.0%N/A0.078%
5/15/2024 Kestra Advisory Services LLC533,066$14.40M0.1%+7.6%4.450%
5/10/2024 Osaic Holdings Inc.1,096,487$29.62M0.1%-3.3%9.153%
5/8/2024 Avantax 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%
5/6/2024 Advisory Services Network LLC107,498$2.90M0.1%+11.6%0.897%
5/1/2024 Centric Wealth Management26,238$700K0.2%+119.9%0.219%
4/30/2024 Hartline 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%
2/14/2024 Core Wealth Advisors Inc.5,810$150K0.1%N/A0.086%
2/13/2024Cetera Advisor Networks LLC195,764$5.07M0.0%+13.5%2.913%
2/9/2024 Advisory Services Network LLC96,292$2.49M0.1%+10.1%1.433%
2/9/2024 Orion 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%
2/7/2024 Avantax Advisory Services Inc.75,717$1.96M0.0%+5.5%1.127%
2/6/2024 Centric Wealth Management11,932$314K0.1%-9.2%0.178%
2/5/2024 Kestra 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%
2/1/2024 Sigma 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%
1/11/2024 Diligent 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%
11/13/2023 Envestnet Asset Management Inc.168,026$4.06M0.0%+8.6%2.500%
11/8/2023 HighTower Advisors LLC94,524$2.29M0.0%N/A1.407%
11/8/2023 Avantax Advisory Services Inc.71,788$1.74M0.0%+4.9%1.068%
11/7/2023 Atria Investments Inc509,057$12.31M0.2%+12.0%7.575%
11/6/2023 Sigma Planning Corp207,699$5.02M0.2%-1.2%3.091%
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11/6/2023 Centric Wealth Management13,146$318K0.1%-4.2%0.196%
11/1/2023 Orion 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%
10/11/2023 Independent Wealth Network Inc.45,196$1.09M0.7%+97.8%0.673%
(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, 57 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), MML Investors Services LLC ($20.96M), Maripau Wealth Management LLC ($19.30M), Retirement Guys Formula LLC ($18.62M), and Advisor Group Holdings Inc. ($18.49M).Learn more on PSFF's institutional investors.

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

Of the 54 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 7,049,625 shares in the last 24 months. This purchase volume represents approximately $181.72M 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), Envestnet Asset Management Inc. ($69.65K), and Maripau Wealth Management LLC ($43.71K).

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

Institutional investors have sold a total of 1,685,115 shares in the last 24 months. This volume of shares sold represents approximately $44.50M in transactions.



This page (BATS:PSFF) was last updated on 11/21/2024 by MarketBeat.com Staff
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