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

$30.59 +2.58 (+9.21%)
As of 07/3/2025 01:04 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)
64
Total
Institutional Inflows
(last 12 months)
$148.14M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$69.51M
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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
7/3/2025 Fiduciary Financial Group LLC7,612$232K0.0%-22.2%0.048%
7/2/2025 HBW Advisory Services LLC14,714$448K0.1%+7.4%0.093%
6/13/2025Optima Capital LLC67,143$1.92M1.2%-20.2%0.436%
5/16/2025Arete Wealth Advisors LLC15,048$430K0.0%+89.9%0.100%
5/16/2025Signature Estate & Investment Advisors LLC62,395$1.78M0.0%-1.8%0.417%
5/16/2025Financial Strategies Group Inc.410,436$11.48M2.7%-0.6%2.740%
5/16/2025NewEdge Advisors LLC110,027$3.14M0.0%+74,242.6%0.734%
5/16/2025Integrated Wealth Concepts LLC36,331$1.04M0.0%+12.2%0.243%
5/15/2025Core Wealth Advisors Inc.143,234$4.09M1.3%+20.8%0.956%
5/15/2025Centric Wealth Management23,325$666K0.2%-32.9%0.156%
5/14/2025Kestra Advisory Services LLC617,606$17.63M0.1%+0.9%4.123%
5/14/2025Capital Analysts LLC63,153$1.80M0.1%+2.0%0.422%
5/13/2025HighTower Advisors LLC60,416$1.73M0.0%+0.7%0.403%
5/12/2025Townsquare Capital LLC11,599$331K0.0%+34.1%0.077%
5/9/2025Chicago Partners Investment Group LLC70,369$2.01M0.1%-17.2%0.470%
5/9/2025Atria Wealth Solutions Inc.13,124$375K0.0%-57.2%0.088%
5/8/2025Harbour Investments Inc.141,202$4.03M0.1%+38.9%0.943%
5/7/2025LPL Financial LLC284,263$8.12M0.0%-17.1%1.898%
5/6/2025Cetera Investment Advisers1,554,621$44.38M0.1%-8.3%10.434%
5/6/2025Avantax Advisory Services Inc.116,794$3.33M0.0%-1.8%0.784%
5/5/2025Kestra Private Wealth Services LLC50,391$1.44M0.0%+3.2%0.338%
5/5/2025ODonnell Financial Services LLC139,615$3.99M1.6%-28.2%0.937%
5/2/2025Independent Wealth Network Inc.80,827$2.31M0.9%-4.3%0.542%
5/2/2025Sigma Planning Corp255,285$7.29M0.2%+2.5%1.713%
5/1/2025CWM LLC11,932$341K0.0%+417.2%0.080%
4/30/2025Financial Gravity Asset Management Inc.9,000$257K0.1%N/A0.060%
4/30/2025Allworth Financial LP1,627,041$45.95M0.3%+6.8%10.920%
4/30/2025Stratos Wealth Advisors LLC52,250$1.49M0.1%+245.1%0.351%
4/30/2025Stratos Investment Management LLC99,095$2.83M0.2%N/A0.665%
4/29/2025Brass Tax Wealth Management Inc.56,460$1.61M0.3%N/A0.379%
4/29/2025Envestnet Asset Management Inc.971,342$27.73M0.0%+29.9%6.519%
4/29/2025Brookstone Capital Management100,413$2.87M0.0%-40.9%0.674%
4/29/2025Silver Oak Securities Incorporated45,674$1.30M0.1%+17.8%0.307%
4/28/2025Novem Group8,650$247K0.0%-7.0%0.058%
4/25/2025Keystone Financial Services LLC305,114$8.71M7.4%+7.4%2.048%
4/23/2025Retirement Guys Formula LLC355,161$10.14M5.0%-32.1%2.384%
4/22/2025Cambridge Investment Research Advisors Inc.216,146$6.17M0.0%+10.3%1.451%
4/22/2025Ergawealth Advisors Inc.40,383$1.15M0.6%+2.1%0.271%
4/15/2025 Fiduciary Financial Group LLC9,781$270K0.1%+3.8%0.066%
4/11/2025Signal Advisors Wealth LLC575,854$16.44M1.6%+1.7%3.720%
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4/10/2025Trinity Wealth Management LLC43,979$1.26M0.6%N/A0.284%
4/10/2025Sugar Maple Asset Management LLC183,153$5.23M4.1%+39.3%1.183%
4/9/2025 HBW Advisory Services LLC13,696$391K0.1%-6.1%0.088%
3/14/2025Keystone Financial Services LLC284,003$8.32M7.6%N/A1.809%
3/6/2025IronOak Wealth LLC.111,276$3.26M3.6%N/A0.721%
3/5/2025Copley Financial Group Inc.49,250$1.44M1.1%+437.8%0.319%
2/25/2025Armis Advisers LLC961,210$28.15M3.4%N/A6.229%
2/18/202549 Wealth Management LLC9,241$271K0.0%N/A0.075%
2/18/2025Novem Group9,300$272K0.0%N/A0.076%
2/18/2025Glen Eagle Advisors LLC43,754$1.28M0.2%+76.4%0.357%
2/17/2025Diligent Investors LLC35,373$1.04M0.2%+6.0%0.289%
2/17/2025Cetera Investment Advisers1,695,694$49.67M0.1%+19.6%13.842%
2/14/2025Jane Street Group LLC32,388$949K0.0%N/A0.264%
2/14/2025Triumph Capital Management12,219$358K0.1%+8.3%0.100%
2/14/2025Capital Analysts LLC61,911$1.81M0.1%N/A0.505%
2/14/2025Core Wealth Advisors Inc.118,558$3.47M1.1%+15.7%0.968%
2/14/2025Integrated Wealth Concepts LLC32,386$949K0.0%N/A0.264%
2/14/2025MML Investors Services LLC737,315$21.60M0.1%+1.1%6.019%
2/13/2025Belpointe Asset Management LLC158,204$4.50M0.3%+5.2%1.291%
2/13/2025Advisory Services Network LLC105,240$3.08M0.1%-8.9%0.859%
2/13/2025Cascades Capital Asset Management LLC83,470$2.45M1.3%-6.8%0.681%
2/13/2025Envestnet Asset Management Inc.747,865$21.91M0.0%+16.8%6.105%
2/12/2025Arete Wealth Advisors LLC7,924$232K0.0%-15.4%0.065%
2/12/2025Centric Wealth Management34,749$1.02M0.3%-8.1%0.284%
2/12/2025OLD Mission Capital LLC26,997$791K0.0%N/A0.220%
2/12/2025Orion Portfolio Solutions LLC8,712$255K0.0%-38.9%0.071%
2/12/2025JPMorgan Chase & Co.2,640$77K0.0%+911.5%0.022%
2/12/2025Ausdal Financial Partners Inc.252,236$7.39M0.6%N/A2.059%
2/11/2025Signature Estate & Investment Advisors LLC63,553$1.86M0.0%-3.1%0.519%
2/11/2025LPL Financial LLC342,882$10.04M0.0%-5.1%2.799%
2/10/2025Harbour Investments Inc.101,655$2.98M0.1%+187.8%0.830%
2/10/2025Envestnet Portfolio Solutions Inc.20,132$590K0.0%+60.6%0.164%
2/10/2025Commonwealth Equity Services LLC152,082$4.45M0.0%+7.4%1.241%
2/10/2025Avantax Advisory Services Inc.118,933$3.48M0.0%+22.5%0.971%
2/7/2025PFG Advisors16,741$490K0.0%+9.5%0.137%
2/7/2025HighTower Advisors LLC60,002$1.76M0.0%-6.2%0.490%
2/7/2025Coordinated Financial Services Inc.7,405$217K0.2%N/A0.060%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,093$471K0.1%+45.3%0.131%
2/6/2025Atria Investments Inc49,676$1.46M0.0%-87.9%0.406%
2/6/2025Steward Partners Investment Advisory LLC4,590$134K0.0%-6.9%0.037%
2/5/2025Maripau Wealth Management LLC566,347$16.59M9.8%-15.6%4.623%
2/5/2025Ergawealth Advisors Inc.39,534$1.16M0.6%-34.4%0.323%
2/3/2025Sigma Planning Corp248,980$7.29M0.2%+61.9%2.032%
1/31/2025Kestra Investment Management LLC1,720$50K0.0%N/A0.014%
1/31/2025Atria Wealth Solutions Inc.30,673$898K0.0%+32.9%0.250%
1/31/2025J.W. Cole Advisors Inc.10,485$307K0.0%N/A0.086%
1/30/2025Allworth Financial LP1,523,701$45.33M0.2%+97.3%12.438%
1/29/2025Retirement Guys Formula LLC522,796$15.31M7.7%-19.3%4.268%
1/28/2025Kestra Private Wealth Services LLC48,805$1.43M0.0%-9.3%0.398%
1/27/2025Silver Oak Securities Incorporated38,759$1.14M0.1%+158.0%0.316%
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1/27/2025Stratos Wealth Advisors LLC15,141$443K0.0%+15.6%0.124%
1/24/2025Financial Strategies Group Inc.413,118$12.03M2.9%-0.7%3.372%
1/24/2025ODonnell Financial Services LLC194,437$5.58M2.5%-2.4%1.587%
1/24/2025Chicago Partners Investment Group LLC84,980$2.50M0.1%-16.7%0.694%
1/22/2025Patriot Financial Group Insurance Agency LLC8,372$245K0.0%-81.2%0.068%
1/17/2025New Century Financial Group LLC242,391$7.14M3.0%+14.8%1.979%
1/17/2025Independent Wealth Network Inc.84,430$2.47M1.0%+9.5%0.689%
1/16/2025Sugar 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%
1/14/2025Signal Advisors Wealth LLC566,347$16.59M1.9%-15.5%4.623%
(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, 82 institutional investors and hedge funds held shares of Pacer Swan SOS Fund of Funds ETF. The most heavily invested institutionals were Allworth Financial LP ($45.95M), Cetera Investment Advisers ($44.38M), Osaic Holdings Inc. ($29.62M), Armis Advisers LLC ($28.15M), Envestnet Asset Management Inc. ($27.73M), MML Investors Services LLC ($21.60M), and Kestra Advisory Services LLC ($17.63M).Learn more on Pacer Swan SOS Fund of Funds ETF's institutional investors.

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

Of the 77 institutional investors that purchased Pacer Swan SOS Fund of Funds ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($2.07M), Armis Advisers LLC ($961.21K), Cetera Investment Advisers ($929.45K), ODonnell Financial Services LLC ($626.09K), Envestnet Asset Management Inc. ($429.93K), 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 5,102,915 shares in the last 24 months. This purchase volume represents approximately $148.14M in transactions.

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

Of the 32 institutional investors that sold Pacer Swan SOS Fund of Funds ETF's 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 ($447.99K), Retirement Guys Formula LLC ($292.73K), Brookstone Capital Management ($244.08K), Cetera Investment Advisers ($141.07K), Maripau Wealth Management LLC ($105.05K), 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 2,403,101 shares in the last 24 months. This volume of shares sold represents approximately $69.51M in transactions.



This page (BATS:PSFF) was last updated on 7/5/2025 by MarketBeat.com Staff
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