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

$34.25 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$142.73M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$70.22M
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Skip Chart & View Institutional Buying and Selling Data

PSFF Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC322,269$10.33M0.0%+5.9%2.036%
5/28/2026Maripau Wealth Management LLC596,870$19.13M8.4%+3.2%3.770%
5/22/2026Verus Capital Partners LLC217,742$6.98M0.5%+3.6%1.376%
5/20/2026Arete Wealth Advisors LLC12,334$395K0.0%-17.0%0.078%
5/19/2026NewEdge Advisors LLC322,269$10.33M0.2%+5.9%2.036%
5/18/2026Core Wealth Advisors Inc.171,712$5.50M1.3%+21.7%1.085%
5/16/2026Copley Financial Group Inc.354,430$11.36M6.9%-2.8%2.239%
5/15/2026Waverly Advisors LLC78,584$2.52M0.0%-0.9%0.496%
5/14/2026Ascension Capital Advisors Inc.41,859$1.34M0.4%+1.2%0.264%
5/13/2026Cetera Investment Advisers1,801,393$57.73M0.1%+6.7%11.380%
5/13/2026Signature Equity Partners LLC5,270$169K0.1%-6.2%0.033%
5/13/2026NewEdge Wealth LLC15,435$495K0.0%N/A0.098%
5/6/2026Independent Financial Group LLC46,742$1.50M0.0%N/A0.295%
5/5/2026Bank of New York Mellon Corp12,347$396K0.0%+8.5%0.078%
5/5/2026Geneos Wealth Management Inc.35,608$1.14M0.0%+6.9%0.225%
5/5/2026Sigma Planning Corp238,294$7.64M0.2%+0.8%1.505%
5/4/2026HBW Advisory Services LLC19,697$631K0.1%-5.4%0.124%
5/4/2026Chicago Partners Investment Group LLC66,139$2.21M0.0%-7.1%0.418%
5/1/2026Fifth Third Bancorp2,491$80K0.0%N/A0.016%
5/1/2026Simplicity Wealth LLC19,688$631K0.0%-62.5%0.124%
4/30/2026Kestra Advisory Services LLC191,680$6.14M0.0%-20.9%1.211%
4/28/2026Evolution Wealth Management Inc.241,755$7.75M5.6%-30.7%1.527%
4/27/2026World Investment Advisors151,185$4.85M0.1%+13.4%0.955%
4/21/2026Independent Wealth Network Inc.69,111$2.22M0.7%-3.5%0.437%
4/20/2026Kestra Private Wealth Services LLC343,304$11.00M0.1%+14.3%2.169%
4/20/2026RFG Advisory LLC71,199$2.28M0.0%+700.8%0.450%
4/17/2026Signal Advisors Wealth LLC576,470$18.47M1.3%-1.0%3.642%
4/17/2026Brookstone Capital Management21,783$698K0.0%-85.8%0.138%
4/16/2026Founders Financial Securities LLC38,066$1.25M0.1%+7.8%0.240%
3/13/2026World Investment Advisors133,347$4.31M0.1%N/A0.842%
3/5/2026Storen Legacy Partners LLC356,313$11.52M3.6%N/A2.251%
2/18/2026NewEdge Advisors LLC304,273$9.84M0.0%+31.3%1.922%
2/18/2026OLD Mission Capital LLC15,539$502K0.0%-4.9%0.098%
2/17/2026Cetera Investment Advisers1,688,291$54.58M0.1%+8.3%10.665%
2/17/2026Osaic Holdings Inc.1,476,758$47.74M0.1%-2.5%9.329%
2/17/2026Advisory Services Network LLC107,802$3.49M0.0%+86.0%0.681%
2/17/2026Copley Financial Group Inc.364,551$11.79M7.3%+24.6%2.303%
2/16/2026MML Investors Services LLC498,941$16.13M0.0%+9.7%3.152%
2/16/2026Financial Network Wealth Advisors LLC33,708$1.09M1.1%+353.6%0.213%
2/16/2026Glen Eagle Advisors LLC50,541$1.63M0.2%+0.8%0.319%
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2/13/2026Arete Wealth Advisors LLC14,868$481K0.0%-16.4%0.094%
2/13/2026Kestra Advisory Services LLC242,435$7.84M0.0%+72.3%1.531%
2/13/2026Ausdal Financial Partners Inc.528,378$17.08M0.8%+12.9%3.338%
2/12/2026Orion Porfolio Solutions LLC17,903$579K0.0%N/A0.113%
2/12/2026Commonwealth Equity Services LLC259,670$8.40M0.0%+16.6%1.640%
2/12/2026Steward Partners Investment Advisory LLC1,611$52K0.0%-21.6%0.010%
2/11/2026GWN Securities Inc.25,092$811K0.2%+8.4%0.159%
2/11/2026Capital Analysts LLC63,338$2.05M0.1%-5.1%0.400%
2/11/2026LPL Financial LLC265,569$8.59M0.0%-5.7%1.678%
2/11/2026J.W. Cole Advisors Inc.21,070$681K0.0%-10.6%0.133%
2/11/2026Verus Capital Partners LLC210,190$6.80M0.4%N/A1.328%
2/10/2026Evolution Wealth Management Inc.349,058$11.29M9.3%+97.6%2.205%
2/10/2026Ascension Capital Advisors Inc.41,366$1.34M0.5%N/A0.261%
2/10/2026Founders Financial Securities LLC35,309$1.14M0.1%+4.9%0.223%
2/9/2026Integrity Alliance LLC.11,710$379K0.0%N/A0.074%
2/9/2026Harbour Investments Inc.99,291$3.21M0.1%-49.0%0.627%
2/9/2026Prospera Financial Services Inc9,770$316K0.0%N/A0.062%
2/6/2026Signature Estate & Investment Advisors LLC57,086$1.85M0.0%-4.1%0.361%
2/6/2026HighTower Advisors LLC56,209$1.82M0.0%-3.0%0.355%
2/5/2026Financial Strategies Group Inc.427,534$13.90M2.5%+0.7%2.701%
2/5/2026Allworth Financial LP1,797,687$58.12M0.2%+3.3%11.356%
2/4/2026World Investment Advisors133,347$4.31M0.1%N/A0.842%
2/4/2026Cascades Capital Asset Management LLC48,840$1.58M0.7%-7.2%0.309%
2/4/2026Centric Wealth Management20,396$665K0.1%-1.9%0.129%
2/3/2026International Assets Investment Management LLC2,398$78K0.0%N/A0.015%
2/3/2026RFG Advisory LLC8,891$287K0.0%+35.3%0.056%
1/30/2026Sigma Planning Corp236,403$7.64M0.2%+2.6%1.493%
1/30/2026Simplicity Wealth LLC52,521$1.70M0.1%-10.0%0.332%
1/29/2026Kestra Private Wealth Services LLC300,320$9.71M0.1%+19.8%1.897%
1/29/2026ODonnell Financial Services LLC100,311$3.24M1.1%+4.2%0.634%
1/28/2026Geneos Wealth Management Inc.33,324$1.08M0.0%+164.5%0.211%
1/28/2026Chicago Partners Investment Group LLC71,223$2.32M0.1%+1.2%0.450%
1/27/2026Novem Group6,392$207K0.0%-26.1%0.040%
1/27/2026Keystone Financial Services LLC337,465$10.91M7.4%+2.2%2.132%
1/27/2026PFG Advisors16,452$532K0.0%-17.8%0.104%
1/26/2026Merit Financial Group LLC119,961$3.88M0.0%N/A0.758%
1/26/2026Independent Wealth Network Inc.71,640$2.32M0.7%-0.8%0.453%
1/26/2026CWM LLC7,661$248K0.0%-9.6%0.048%
1/23/2026Optima Capital LLC62,747$2.03M0.9%+3.9%0.396%
1/23/2026HBW Advisory Services LLC20,827$673K0.1%+44.4%0.132%
1/23/2026Retirement Guys Formula LLC33,476$1.08M0.5%-92.8%0.211%
1/20/2026Sugar Maple Asset Management LLC8,394$271K0.2%-90.6%0.053%
1/20/2026Stratos Wealth Partners LTD.9,853$319K0.0%-5.7%0.062%
1/20/2026Stratos Wealth Advisors LLC13,089$423K0.0%+88.7%0.083%
1/20/2026Stratos Investment Management LLC95,161$3.08M0.1%-2.0%0.601%
1/15/2026Trinity Wealth Management LLC37,976$1.23M0.5%-4.2%0.240%
1/15/2026Silver Oak Securities Incorporated56,390$1.82M0.1%+19.8%0.356%
1/15/2026Brookstone Capital Management153,624$4.97M0.1%+84.1%0.970%
1/13/2026Signal Advisors Wealth LLC582,221$18.82M1.5%+0.8%3.678%
1/8/2026Wealth Enhancement Advisory Services LLC14,265$464K0.0%+60.1%0.090%
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1/1/2026JPMorgan Chase & Co.85,272$2.69M0.0%+7.5%0.539%
12/2/2025Allworth Financial LP1,739,542$54.96M0.2%+4.3%10.989%
11/19/2025Sunbelt Securities Inc.4,195$133K0.0%N/A0.027%
11/18/2025Advisory Services Network LLC57,949$1.83M0.0%-2.9%0.366%
11/18/2025Copley Financial Group Inc.292,566$9.24M6.3%+20.9%1.848%
11/17/2025Kestra Private Wealth Services LLC250,619$7.92M0.1%+348.6%1.583%
11/17/2025NewEdge Advisors LLC231,802$7.32M0.0%+12.3%1.464%
11/17/2025Susquehanna International Group LLP32,190$1.02M0.0%+155.2%0.203%
11/17/2025Maripau Wealth Management LLC573,269$18.11M9.1%-0.3%3.621%
11/17/2025Integrated Wealth Concepts LLC35,509$1.12M0.0%-3.4%0.224%


PSFF Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of Pacer Swan SOS Fund of Funds ETF. The most heavily invested institutionals were Allworth Financial LP ($58.12M), Cetera Investment Advisers ($57.73M), Osaic Holdings Inc. ($47.74M), Envestnet Asset Management Inc. ($33.54M), Armis Advisers LLC ($28.15M), Maripau Wealth Management LLC ($19.13M), and Signal Advisors Wealth LLC ($18.47M).Learn more on Pacer Swan SOS Fund of Funds ETF's institutional investors.

Of the 97 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 ($1.03M), Armis Advisers LLC ($961.21K), Cetera Investment Advisers ($620.09K), Envestnet Asset Management Inc. ($484.68K), Ausdal Financial Partners Inc. ($402.01K), Evolution Wealth Management Inc. ($358.76K), and Storen Legacy Partners LLC ($356.31K).

Institutional investors have bought a total of 4,513,033 shares in the last 24 months. This purchase volume represents approximately $142.73M in transactions.

Of the 45 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: Retirement Guys Formula LLC ($439.29K), MML Investors Services LLC ($270.90K), Brass Tax Wealth Management Inc. ($237.75K), Cetera Investment Advisers ($188.01K), Sugar Maple Asset Management LLC ($174.76K), Brookstone Capital Management ($148.82K), and Evolution Wealth Management Inc. ($117.00K).

Institutional investors have sold a total of 2,229,223 shares in the last 24 months. This volume of shares sold represents approximately $70.22M in transactions.


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This page (BATS:PSFF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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