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

$29.31 -0.38 (-1.28%)
As of 03/3/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Fund of Funds ETF (BATS:PSFF)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$172.45M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$56.66M
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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
2/25/2025 Armis Advisers LLC961,210$28.15M3.4%N/A6.229%
2/18/2025 49 Wealth Management LLC9,241$271K0.0%N/A0.075%
2/18/2025 Novem Group9,300$272K0.0%N/A0.076%
2/18/2025 Glen Eagle Advisors LLC43,754$1.28M0.2%+76.4%0.357%
2/17/2025 Diligent Investors LLC35,373$1.04M0.2%+6.0%0.289%
2/17/2025 Cetera Investment Advisers1,695,694$49.67M0.1%+19.6%13.842%
2/14/2025 Jane Street Group LLC32,388$949K0.0%N/A0.264%
2/14/2025 Triumph Capital Management12,219$358K0.1%+8.3%0.100%
2/14/2025 Capital Analysts LLC61,911$1.81M0.1%N/A0.505%
2/14/2025 Core Wealth Advisors Inc.118,558$3.47M1.1%+15.7%0.968%
2/14/2025 Integrated Wealth Concepts LLC32,386$949K0.0%N/A0.264%
2/14/2025 MML Investors Services LLC737,315$21.60M0.1%+1.1%6.019%
2/13/2025 Belpointe Asset Management LLC158,204$4.50M0.3%+5.2%1.291%
2/13/2025 Advisory Services Network LLC105,240$3.08M0.1%-8.9%0.859%
2/13/2025 Cascades Capital Asset Management LLC83,470$2.45M1.3%-6.8%0.681%
2/13/2025 Envestnet Asset Management Inc.747,865$21.91M0.0%+16.8%6.105%
2/12/2025 Arete Wealth Advisors LLC7,924$232K0.0%-15.4%0.065%
2/12/2025 Centric Wealth Management34,749$1.02M0.3%-8.1%0.284%
2/12/2025 OLD Mission Capital LLC26,997$791K0.0%N/A0.220%
2/12/2025 Orion Portfolio Solutions LLC8,712$255K0.0%-38.9%0.071%
2/12/2025 JPMorgan Chase & Co.2,640$77K0.0%+911.5%0.022%
2/12/2025 Ausdal Financial Partners Inc.252,236$7.39M0.6%N/A2.059%
2/11/2025 Signature Estate & Investment Advisors LLC63,553$1.86M0.0%-3.1%0.519%
2/11/2025 LPL Financial LLC342,882$10.04M0.0%-5.1%2.799%
2/10/2025 Harbour Investments Inc.101,655$2.98M0.1%+187.8%0.830%
2/10/2025 Envestnet Portfolio Solutions Inc.20,132$590K0.0%+60.6%0.164%
2/10/2025 Commonwealth Equity Services LLC152,082$4.45M0.0%+7.4%1.241%
2/10/2025 Avantax Advisory Services Inc.118,933$3.48M0.0%+22.5%0.971%
2/7/2025 PFG Advisors16,741$490K0.0%+9.5%0.137%
2/7/2025 HighTower Advisors LLC60,002$1.76M0.0%-6.2%0.490%
2/7/2025 Coordinated Financial Services Inc.7,405$217K0.2%N/A0.060%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,093$471K0.1%+45.3%0.131%
2/6/2025 Atria Investments Inc49,676$1.46M0.0%-87.9%0.406%
2/6/2025 Steward Partners Investment Advisory LLC4,590$134K0.0%-6.9%0.037%
2/5/2025 Maripau Wealth Management LLC566,347$16.59M9.8%-15.6%4.623%
2/5/2025 Ergawealth Advisors Inc.39,534$1.16M0.6%-34.4%0.323%
2/3/2025 Sigma Planning Corp248,980$7.29M0.2%+61.9%2.032%
1/31/2025 Kestra Investment Management LLC1,720$50K0.0%N/A0.014%
1/31/2025 Atria Wealth Solutions Inc.30,673$898K0.0%+32.9%0.250%
1/31/2025 J.W. Cole Advisors Inc.10,485$307K0.0%N/A0.086%
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1/30/2025 Allworth Financial LP1,523,701$45.33M0.2%+97.3%12.438%
1/29/2025 Retirement Guys Formula LLC522,796$15.31M7.7%-19.3%4.268%
1/28/2025 Kestra Private Wealth Services LLC48,805$1.43M0.0%-9.3%0.398%
1/27/2025 Silver Oak Securities Incorporated38,759$1.14M0.1%+158.0%0.316%
1/27/2025 Stratos Wealth Advisors LLC15,141$443K0.0%+15.6%0.124%
1/24/2025 Financial Strategies Group Inc.413,118$12.03M2.9%-0.7%3.372%
1/24/2025 ODonnell Financial Services LLC194,437$5.58M2.5%-2.4%1.587%
1/24/2025 Chicago Partners Investment Group LLC84,980$2.50M0.1%-16.7%0.694%
1/22/2025 Patriot Financial Group Insurance Agency LLC8,372$245K0.0%-81.2%0.068%
1/17/2025 New Century Financial Group LLC242,391$7.14M3.0%+14.8%1.979%
1/17/2025 Independent Wealth Network Inc.84,430$2.47M1.0%+9.5%0.689%
1/16/2025 Sugar Maple Asset Management LLC131,469$3.85M2.9%+50.6%1.073%
1/14/2025 Fiduciary Financial Group LLC9,420$274K0.1%N/A0.077%
1/14/2025 Signal Advisors Wealth LLC566,347$16.59M1.9%-15.5%4.623%
1/13/2025 Brookstone Capital Management169,765$4.97M0.1%-38.3%1.386%
1/10/2025 HBW Advisory Services LLC14,583$427K0.1%+15.9%0.119%
12/9/2024Copley Financial Group Inc.9,158$263K0.2%N/A0.075%
11/25/2024 Sanctuary Advisors LLC9,118$266K0.0%N/A0.074%
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%
10/19/2024 New Century Financial Group LLC211,103$6.07M2.2%-28.9%1.723%
10/18/2024 Stratos 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%
8/27/2024 New 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%
8/19/2024 B. 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%
7/31/2024 Commonwealth 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%
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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%
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%
(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, 74 institutional investors and hedge funds held shares of Pacer Swan SOS Fund of Funds ETF. The most heavily invested institutionals were Cetera Investment Advisers ($49.67M), Allworth Financial LP ($45.33M), Osaic Holdings Inc. ($29.62M), Armis Advisers LLC ($28.15M), Envestnet Asset Management Inc. ($21.91M), MML Investors Services LLC ($21.60M), and Maripau Wealth Management LLC ($16.59M).Learn more on PSFF's institutional investors.

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

Of the 70 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 ($1.97M), Armis Advisers LLC ($961.21K), Cetera Investment Advisers ($929.45K), ODonnell Financial Services LLC ($626.09K), Atria Investments Inc ($509.06K), Cetera Advisors LLC ($428.44K), and Financial Strategies Group Inc. ($419.67K).

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

Institutional investors have bought a total of 9,770,108 shares in the last 24 months. This purchase volume represents approximately $263.26M in transactions.

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

Of the 29 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), Atria Investments Inc ($511.08K), Brookstone Capital Management ($315.75K), Retirement Guys Formula LLC ($140.83K), Sigma Planning Corp ($134.03K), Maripau Wealth Management LLC ($107.98K), and Signal Advisors Wealth LLC ($104.12K).

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

Institutional investors have sold a total of 2,273,378 shares in the last 24 months. This volume of shares sold represents approximately $64.38M in transactions.



This page (BATS:PSFF) was last updated on 3/4/2025 by MarketBeat.com Staff
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