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

$27.78

+0.06 (+0.22%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 43
Total Institutional Inflows (last 12 months): $137.28M

Number of Institutional Sellers (last 12 months): 9
Total Institutional Outflows (last 12 months): $9.70M

Get PSFF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pacer Swan SOS Fund of Funds ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

PSFF Institutional Buying and Selling by Quarter

Ad Crypto 101 Media

Next opportunity for crypto millions

The Bitcoin halving is the #1 creator of "crypto millionaires". That's because historically, every halving has led to a massive bull run in the year after it happens. That means we're in the "golden window" right now…

Check out the new "Crypto Bull Run Millionaire Blueprint" now!

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

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	14,365	$399K	0.0%	+1,171.2%	0.117%
7/26/2024	Patriot Financial Group Insurance Agency LLC	32,956	$916K	0.1%	+38.2%	0.269%
7/26/2024	Cambridge Investment Research Advisors Inc.	174,454	$4.85M	0.0%	+16.4%	1.424%
7/26/2024	Atomi Financial Group Inc.	10,601	$295K	0.0%	+31.2%	0.087%
7/26/2024	Signature Estate & Investment Advisors LLC	52,931	$1.47M	0.0%	N/A	0.432%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	9,651	$268K	0.0%	-4.3%	0.079%
Get the Latest News and Ratings for PSFF and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Pacer Swan SOS Fund of Funds ETF and its competitors with MarketBeat's FREE daily newsletter.
7/22/2024	Ergawealth Advisors Inc.	57,582	$1.60M	0.9%	+13.3%	0.470%
7/18/2024	Brookstone Capital Management	344,497	$9.64M	0.2%	+4.9%	2.812%
7/17/2024	Financial Strategies Group Inc.	412,297	$11.57M	2.9%	-0.9%	3.366%
7/16/2024	Envestnet Portfolio Solutions Inc.	10,932	$304K	0.0%	N/A	0.089%
7/15/2024	Diligent Investors LLC	22,479	$625K	0.2%	+17.0%	0.184%
7/12/2024	Lion Street Advisors LLC	8,610	$239K	0.1%	N/A	0.070%
5/24/2024	Cetera Advisors LLC	580,596	$15.68M	0.1%	+256.8%	4.740%
5/24/2024	Cetera Investment Advisers	830,120	$22.42M	0.1%	+144.6%	6.776%
5/21/2024	Atria Investments Inc	478,834	$12.93M	0.2%	-11.6%	3.909%
5/16/2024	B. Riley Wealth Advisors Inc.	9,560	$258K	0.0%	N/A	0.078%
5/15/2024	Kestra Advisory Services LLC	533,066	$14.40M	0.1%	+7.6%	4.450%
5/10/2024	Osaic Holdings Inc.	1,096,487	$29.62M	0.1%	-3.3%	9.153%
5/8/2024	Avantax Advisory Services Inc.	52,970	$1.43M	0.0%	-30.0%	0.442%
5/7/2024	Atomi Financial Group Inc.	8,079	$218K	0.0%	N/A	0.067%
5/6/2024	Advisory Services Network LLC	107,498	$2.90M	0.1%	+11.6%	0.897%
5/1/2024	Centric Wealth Management	26,238	$700K	0.2%	+119.9%	0.219%
4/30/2024	Hartline Investment Corp	10,085	$272K	0.0%	N/A	0.084%
4/29/2024	Commonwealth Equity Services LLC	91,012	$2.46M	0.0%	+34.6%	0.760%
4/25/2024	Allworth Financial LP	1,219,386	$32.94M	0.2%	+105.4%	10.936%
4/25/2024	Triumph Capital Management	8,881	$240K	0.1%	N/A	0.080%
4/25/2024	Cambridge Investment Research Advisors Inc.	149,827	$4.05M	0.0%	+56.1%	1.344%
4/19/2024	Retirement Guys Formula LLC	635,844	$17.17M	8.4%	+6.8%	5.703%
4/19/2024	New Century Financial Group LLC	312,900	$8.45M	5.9%	+64.7%	2.806%
4/18/2024	Financial Strategies Group Inc.	416,102	$11.22M	3.0%	N/A	3.732%
4/15/2024	Brookstone Capital Management	328,290	$8.87M	0.2%	+4.4%	2.944%
4/12/2024	Allen Mooney & Barnes Investment Advisors LLC	8,807	$237K	0.0%	N/A	0.079%
4/10/2024	Signal Advisors Wealth LLC	567,915	$15.34M	3.8%	+1.8%	8.451%
2/14/2024	Core Wealth Advisors Inc.	5,810	$150K	0.1%	N/A	0.086%
2/13/2024	Cetera Advisor Networks LLC	195,764	$5.07M	0.0%	+13.5%	2.913%
2/9/2024	Advisory Services Network LLC	96,292	$2.49M	0.1%	+10.1%	1.433%
2/9/2024	Orion Portfolio Solutions LLC	35,360	$915K	0.0%	+3.9%	0.526%
2/9/2024	Cambridge Investment Research Advisors Inc.	95,979	$2.48M	0.0%	+53.0%	1.428%
2/8/2024	New Century Financial Group LLC	190,026	$4.92M	4.3%	N/A	2.828%
2/7/2024	Avantax Advisory Services Inc.	75,717	$1.96M	0.0%	+5.5%	1.127%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
2/6/2024	Centric Wealth Management	11,932	$314K	0.1%	-9.2%	0.178%
2/5/2024	Kestra Private Wealth Services LLC	36,497	$945K	0.0%	N/A	0.543%
2/2/2024	ODonnell Financial Services LLC	622,181	$16.10M	8.1%	+229.2%	9.259%
2/1/2024	Sigma Planning Corp	76,295	$1.98M	0.2%	-63.3%	1.135%
1/30/2024	Ergawealth Advisors Inc.	43,603	$1.13M	0.7%	+50.6%	0.649%
1/24/2024	Allworth Financial LP	593,711	$15.37M	0.1%	+3.1%	8.835%
1/22/2024	Retirement Guys Formula LLC	595,504	$15.41M	8.2%	+84.7%	8.862%
1/19/2024	Realta Investment Advisors	15,064	$390K	0.1%	+32.7%	0.224%
1/12/2024	Independent Wealth Network Inc.	51,203	$1.33M	0.7%	+13.3%	0.762%
1/12/2024	Cedar Brook Financial Partners LLC	37,160	$965K	0.2%	N/A	0.553%
1/11/2024	Brookstone Capital Management	314,392	$8.14M	0.2%	+53.7%	4.678%
1/11/2024	Diligent Investors LLC	17,209	$445K	0.1%	N/A	0.256%
12/1/2023	B. Riley Wealth Advisors Inc.	9,560	$231K	0.0%	N/A	0.142%
11/16/2023	Maripau Wealth Management LLC	517,353	$12.51M	11.5%	+2.5%	7.699%
11/13/2023	Envestnet Asset Management Inc.	168,026	$4.06M	0.0%	+8.6%	2.500%
11/8/2023	HighTower Advisors LLC	94,524	$2.29M	0.0%	N/A	1.407%
11/8/2023	Avantax Advisory Services Inc.	71,788	$1.74M	0.0%	+4.9%	1.068%
11/7/2023	Atria Investments Inc	509,057	$12.31M	0.2%	+12.0%	7.575%
11/6/2023	Sigma Planning Corp	207,699	$5.02M	0.2%	-1.2%	3.091%
11/6/2023	Centric Wealth Management	13,146	$318K	0.1%	-4.2%	0.196%
11/1/2023	Orion Portfolio Solutions LLC	34,025	$823K	0.0%	+127.9%	0.506%
10/31/2023	Allworth Financial LP	576,008	$13.93M	0.1%	+5.4%	8.572%
10/30/2023	Ergawealth Advisors Inc.	28,959	$700K	0.5%	N/A	0.431%
10/24/2023	Cambridge Investment Research Advisors Inc.	62,714	$1.52M	0.0%	+6.1%	0.933%
10/23/2023	Commonwealth Equity Services LLC	61,317	$1.48M	0.0%	+16.5%	0.912%
10/20/2023	Brookstone Capital Management	204,567	$4.92M	0.1%	-35.1%	3.044%
10/20/2023	ODonnell Financial Services LLC	189,021	$4.57M	2.5%	N/A	2.813%
10/13/2023	Retirement Guys Formula LLC	322,443	$7.80M	5.4%	+5.8%	4.798%
10/11/2023	Independent Wealth Network Inc.	45,196	$1.09M	0.7%	+97.8%	0.673%
8/21/2023	Osaic Holdings Inc.	976,935	$23.77M	0.0%	+20.1%	14.538%
8/14/2023	MML Investors Services LLC	471,676	$11.48M	0.1%	+4.9%	7.019%
8/10/2023	Osaic Holdings Inc.	976,935	$23.77M	0.0%	+20.1%	14.538%
8/10/2023	Cetera Advisors LLC	25,555	$622K	0.0%	+70.7%	0.380%
8/10/2023	Cetera Advisor Networks LLC	165,795	$4.03M	0.0%	+7.0%	2.467%
8/10/2023	Financial Architects Inc	97,224	$2.37M	0.4%	N/A	1.447%
8/10/2023	Cetera Investment Advisers	319,297	$7.77M	0.1%	+23.8%	4.751%
8/9/2023	Coastal Investment Advisors Inc.	11,349	$276K	0.1%	N/A	0.169%
8/8/2023	Kestra Private Wealth Services LLC	21,421	$521K	0.0%	+11.3%	0.319%
8/4/2023	Envestnet Asset Management Inc.	154,680	$3.76M	0.0%	+16.7%	2.302%
8/4/2023	Atria Investments Inc	454,367	$11.06M	0.2%	+253.6%	6.761%
8/2/2023	Sigma Planning Corp	210,328	$5.12M	0.2%	N/A	3.130%
7/31/2023	LPL Financial LLC	29,375	$715K	0.0%	-7.4%	0.437%
7/18/2023	Allworth Financial LP	546,402	$13.29M	0.1%	N/A	10.271%
7/17/2023	Retirement Guys Formula LLC	304,650	$7.41M	4.3%	-4.9%	5.727%
7/13/2023	Cambridge Investment Research Advisors Inc.	59,087	$1.44M	0.0%	+13.9%	1.111%
7/12/2023	Independent Wealth Network Inc.	22,850	$556K	0.3%	N/A	0.430%
7/11/2023	Brookstone Capital Management	315,214	$7.64M	0.2%	+22.0%	5.925%
6/7/2023	Maripau Wealth Management LLC	499,559	$11.48M	11.9%	-0.6%	9.570%
5/12/2023	MML Investors Services LLC	449,624	$10.33M	0.1%	-1.9%	8.613%
5/10/2023	Atria Investments Inc	128,502	$2.95M	0.1%	N/A	2.462%
Collapse of the Petrodollar (Ad) The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Russia, China and India have decided to abandon the petrodollar. In answer to this issue, we have released a Special Report to the public.
5/1/2023	Truadvice LLC	494,802	$11.50M	4.6%	+10.7%	9.479%
5/1/2023	Csenge Advisory Group	13,918	$320K	0.0%	-27.8%	0.267%
4/28/2023	Avantax Advisory Services Inc.	22,392	$514K	0.0%	+57.4%	0.429%
4/26/2023	Chicago Partners Investment Group LLC	96,619	$2.23M	0.1%	+4.8%	1.851%
4/19/2023	Brookstone Capital Management	258,442	$5.99M	0.1%	-10.5%	4.951%
4/18/2023	Retirement Guys Formula LLC	320,386	$7.36M	5.3%	+10.7%	6.138%
2/14/2023	Cetera Investment Advisers	399,156	$8.73M	0.1%	+39.0%	0.000%
2/10/2023	Advisor Group Holdings Inc.	845,785	$18.49M	0.0%	-3.7%	0.000%
2/9/2023	Chicago Partners Investment Group LLC	92,222	$2.11M	0.1%	+147.8%	0.000%
2/8/2023	Orion Portfolio Solutions LLC	9,962	$218K	0.0%	N/A	0.000%

(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, 52 institutional investors and hedge funds held shares of Pacer Swan SOS Fund of Funds ETF. The most heavily invested institutionals were Allworth Financial LP ($32.94M), Osaic Holdings Inc. ($29.62M), Cetera Investment Advisers ($22.42M), Advisor Group Holdings Inc. ($18.49M), Retirement Guys Formula LLC ($17.17M), ODonnell Financial Services LLC ($16.10M), and Cetera Advisors LLC ($15.68M).Learn more on PSFF's institutional investors.
Which institutional investors have been buying Pacer Swan SOS Fund of Funds ETF stock?: Of the 49 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 ($898.48K), ODonnell Financial Services LLC ($622.18K), Brookstone Capital Management ($523.69K), Atria Investments Inc ($509.06K), Cetera Advisors LLC ($432.06K), and Financial Strategies Group Inc. ($416.10K).
How much institutional buying is happening at Pacer Swan SOS Fund of Funds ETF?: Institutional investors have bought a total of 7,479,431 shares in the last 24 months. This purchase volume represents approximately $185.61M in transactions.

Which Pacer Swan SOS Fund of Funds ETF major shareholders have been selling company stock?: Of the 17 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: 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), Atria Investments Inc ($63.09K), and Osaic Holdings Inc. ($37.75K).
How much institutional selling is happening at Pacer Swan SOS Fund of Funds ETF?: Institutional investors have sold a total of 1,021,963 shares in the last 24 months. This volume of shares sold represents approximately $23.68M in transactions.