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

$27.38
+0.11 (+0.40%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$123.98M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$8.32M
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PSFF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. 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%
4/25/2024 Triumph 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%
4/19/2024 New 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%
2/13/2024 Cetera 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%
2/8/2024 New 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%
12/1/2023 B. 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%
Next President (Not Trump. Not Biden.) (Ad)

Do you want to see who I believe will be the next president of the U.S.A? It won’t be Biden…And it won’t be Trump.

Click here to see why it will be ______ _________.
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%
11/7/2023Atria Investments Inc509,057$12.31M0.2%+12.0%7.575%
11/6/2023 Sigma Planning Corp207,699$5.02M0.2%-1.2%3.091%
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%
8/21/2023 Osaic Holdings Inc.976,935$23.77M0.0%+20.1%14.538%
8/14/2023 MML Investors Services LLC471,676$11.48M0.1%+4.9%7.019%
8/10/2023 Osaic Holdings Inc.976,935$23.77M0.0%+20.1%14.538%
8/10/2023 Cetera Advisors LLC25,555$622K0.0%+70.7%0.380%
8/10/2023 Cetera Advisor Networks LLC165,795$4.03M0.0%+7.0%2.467%
8/10/2023Financial Architects Inc97,224$2.37M0.4%N/A1.447%
8/10/2023 Cetera Investment Advisers319,297$7.77M0.1%+23.8%4.751%
8/9/2023 Coastal Investment Advisors Inc.11,349$276K0.1%N/A0.169%
8/8/2023 Kestra Private Wealth Services LLC21,421$521K0.0%+11.3%0.319%
8/4/2023 Envestnet Asset Management Inc.154,680$3.76M0.0%+16.7%2.302%
8/4/2023Atria Investments Inc454,367$11.06M0.2%+253.6%6.761%
8/2/2023 Sigma Planning Corp210,328$5.12M0.2%N/A3.130%
7/31/2023 LPL Financial LLC29,375$715K0.0%-7.4%0.437%
7/18/2023 Allworth Financial LP546,402$13.29M0.1%N/A10.271%
7/17/2023 Retirement Guys Formula LLC304,650$7.41M4.3%-4.9%5.727%
7/13/2023 Cambridge Investment Research Advisors Inc.59,087$1.44M0.0%+13.9%1.111%
7/12/2023 Independent Wealth Network Inc.22,850$556K0.3%N/A0.430%
7/11/2023 Brookstone Capital Management315,214$7.64M0.2%+22.0%5.925%
6/7/2023 Maripau Wealth Management LLC499,559$11.48M11.9%-0.6%9.570%
5/12/2023 MML Investors Services LLC449,624$10.33M0.1%-1.9%8.613%
5/10/2023Atria Investments Inc128,502$2.95M0.1%N/A2.462%
5/1/2023Truadvice LLC494,802$11.50M4.6%+10.7%9.479%
5/1/2023 Csenge Advisory Group13,918$320K0.0%-27.8%0.267%
4/28/2023 Avantax Advisory Services Inc.22,392$514K0.0%+57.4%0.429%
4/26/2023 Chicago Partners Investment Group LLC96,619$2.23M0.1%+4.8%1.851%
4/19/2023 Brookstone Capital Management258,442$5.99M0.1%-10.5%4.951%
4/18/2023 Retirement Guys Formula LLC320,386$7.36M5.3%+10.7%6.138%
2/14/2023 Cetera Investment Advisers399,156$8.73M0.1%+39.0%0.000%
2/10/2023 Advisor Group Holdings Inc.845,785$18.49M0.0%-3.7%0.000%
2/9/2023 Chicago Partners Investment Group LLC92,222$2.11M0.1%+147.8%0.000%
2/8/2023 Orion Portfolio Solutions LLC9,962$218K0.0%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.56,189$1.23M0.0%-2.9%0.000%
2/7/2023Commonwealth Equity Services LLC46,823$1.02M0.0%+7.7%0.000%
2/7/2023 LPL Financial LLC31,725$693K0.0%-4.5%0.000%
2/7/2023IFP Advisors Inc38,368$779K0.0%+54.5%0.000%
2/7/2023 Envestnet Asset Management Inc.107,796$2.36M0.0%-39.3%0.000%
Next President (Not Trump. Not Biden.) (Ad)

Do you want to see who I believe will be the next president of the U.S.A? It won’t be Biden…And it won’t be Trump.

Click here to see why it will be ______ _________.
1/31/2023 Kestra Advisory Services LLC19,141$418K0.0%+7.8%0.000%
1/20/2023 Maripau Wealth Management LLC502,491$11.15M11.6%-7.5%0.000%
1/20/2023Truadvice LLC446,959$10.02M5.3%+8.7%0.000%
1/9/2023 Brookstone Capital Management288,813$6.37M0.1%-41.3%0.000%
1/4/2023 Centric Wealth Management14,984$328K0.2%-6.6%0.000%
11/14/2022 OLD Mission Capital LLC12,772$263K0.0%-27.2%0.000%
11/14/2022 MML Investors Services LLC455,310$9.38M0.1%+7.6%0.000%
11/10/2022 Envestnet Asset Management Inc.177,444$3.66M0.0%+66.9%0.000%
11/8/2022IFP Advisors Inc24,833$504K0.0%+428.4%0.000%
11/7/2022 Spire Wealth Management7,771$160K0.0%N/A0.000%
(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, 46 institutional investors and hedge funds held shares of Pacer Swan SOS Fund of Funds ETF|ETF. The most heavily invested institutionals were Allworth Financial LP ($32.94M), Osaic Holdings Inc. ($29.62M), Advisor Group Holdings Inc. ($18.49M), Retirement Guys Formula LLC ($17.17M), ODonnell Financial Services LLC ($16.10M), Signal Advisors Wealth LLC ($15.34M), and Kestra Advisory Services LLC ($14.40M).Learn more on PSFF's institutional investors.

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

Of the 44 institutional investors that purchased Pacer Swan SOS Fund of Funds ETF|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), ODonnell Financial Services LLC ($622.18K), Brookstone Capital Management ($570.29K), Atria Investments Inc ($509.06K), Financial Strategies Group Inc. ($416.10K), Retirement Guys Formula LLC ($415.96K), and Cetera Investment Advisers ($407.70K).

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

Institutional investors have bought a total of 6,600,560 shares in the last 24 months. This purchase volume represents approximately $160.78M in transactions.

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

Of the 14 institutional investors that sold Pacer Swan SOS Fund of Funds ETF|ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($343.91K), Advisor Group Holdings Inc. ($225.21K), Sigma Planning Corp ($134.03K), Maripau Wealth Management LLC ($76.73K), Envestnet Asset Management Inc. ($69.65K), Osaic Holdings Inc. ($37.75K), and Avantax Advisory Services Inc. ($22.75K).

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

Institutional investors have sold a total of 970,142 shares in the last 24 months. This volume of shares sold represents approximately $22.18M in transactions.


This page (BATS:PSFF) was last updated on 5/19/2024 by MarketBeat.com Staff

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