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

$26.73
+0.01 (+0.04%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$106.64M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$7.02M
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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
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%
2/14/2024Core Wealth Advisors Inc.5,810$150K0.1%N/A0.086%
2/13/2024Cetera Advisor Networks LLC195,764$5.07M0.0%+13.5%2.913%
2/9/2024Advisory Services Network LLC96,292$2.49M0.1%+10.1%1.433%
2/9/2024Orion Portfolio Solutions LLC35,360$915K0.0%+3.9%0.526%
2/9/2024Cambridge 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%
2/7/2024Avantax Advisory Services Inc.75,717$1.96M0.0%+5.5%1.127%
2/6/2024Centric Wealth Management11,932$314K0.1%-9.2%0.178%
2/5/2024Kestra 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%
2/1/2024Sigma Planning Corp76,295$1.98M0.2%-63.3%1.135%
1/30/2024Ergawealth Advisors Inc.43,603$1.13M0.7%+50.6%0.649%
1/24/2024Allworth 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%
1/11/2024Diligent Investors LLC17,209$445K0.1%N/A0.256%
12/1/2023B. Riley Wealth Advisors Inc.9,560$231K0.0%N/A0.142%
11/16/2023Maripau Wealth Management LLC517,353$12.51M11.5%+2.5%7.699%
11/13/2023Envestnet Asset Management Inc.168,026$4.06M0.0%+8.6%2.500%
11/8/2023HighTower Advisors LLC94,524$2.29M0.0%N/A1.407%
11/8/2023Avantax 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%
11/6/2023Sigma Planning Corp207,699$5.02M0.2%-1.2%3.091%
11/6/2023Centric Wealth Management13,146$318K0.1%-4.2%0.196%
11/1/2023Orion Portfolio Solutions LLC34,025$823K0.0%+127.9%0.506%
10/31/2023Allworth Financial LP576,008$13.93M0.1%+5.4%8.572%
10/30/2023Ergawealth Advisors Inc.28,959$700K0.5%N/A0.431%
10/24/2023Cambridge 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%
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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%
8/21/2023Osaic Holdings Inc.976,935$23.77M0.0%+20.1%14.538%
8/14/2023MML Investors Services LLC471,676$11.48M0.1%+4.9%7.019%
8/10/2023Osaic Holdings Inc.976,935$23.77M0.0%+20.1%14.538%
8/10/2023Cetera Advisors LLC25,555$622K0.0%+70.7%0.380%
8/10/2023Cetera Advisor Networks LLC165,795$4.03M0.0%+7.0%2.467%
8/10/2023Financial Architects Inc97,224$2.37M0.4%N/A1.447%
8/10/2023Cetera Investment Advisers319,297$7.77M0.1%+23.8%4.751%
8/9/2023 Coastal Investment Advisors Inc.11,349$276K0.1%N/A0.169%
8/8/2023Kestra Private Wealth Services LLC21,421$521K0.0%+11.3%0.319%
8/4/2023Envestnet 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%
8/2/2023Sigma Planning Corp210,328$5.12M0.2%N/A3.130%
7/31/2023LPL Financial LLC29,375$715K0.0%-7.4%0.437%
7/18/2023Allworth Financial LP546,402$13.29M0.1%N/A10.271%
7/17/2023 Retirement Guys Formula LLC304,650$7.41M4.3%-4.9%5.727%
7/13/2023Cambridge 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%
6/7/2023Maripau Wealth Management LLC499,559$11.48M11.9%-0.6%9.570%
5/12/2023MML 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%
5/1/2023Csenge Advisory Group13,918$320K0.0%-27.8%0.267%
4/28/2023Avantax Advisory Services Inc.22,392$514K0.0%+57.4%0.429%
4/26/2023Chicago 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%
2/14/2023Cetera Investment Advisers399,156$8.73M0.1%+39.0%0.000%
2/10/2023Advisor Group Holdings Inc.845,785$18.49M0.0%-3.7%0.000%
2/9/2023Chicago Partners Investment Group LLC92,222$2.11M0.1%+147.8%0.000%
2/8/2023Orion Portfolio Solutions LLC9,962$218K0.0%N/A0.000%
2/8/2023Cambridge 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%
2/7/2023LPL Financial LLC31,725$693K0.0%-4.5%0.000%
2/7/2023IFP Advisors Inc38,368$779K0.0%+54.5%0.000%
2/7/2023Envestnet Asset Management Inc.107,796$2.36M0.0%-39.3%0.000%
1/31/2023Kestra Advisory Services LLC19,141$418K0.0%+7.8%0.000%
1/20/2023Maripau 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%
1/4/2023Centric Wealth Management14,984$328K0.2%-6.6%0.000%
11/14/2022OLD Mission Capital LLC12,772$263K0.0%-27.2%0.000%
11/14/2022MML Investors Services LLC455,310$9.38M0.1%+7.6%0.000%
11/10/2022Envestnet Asset Management Inc.177,444$3.66M0.0%+66.9%0.000%
11/8/2022IFP Advisors Inc24,833$504K0.0%+428.4%0.000%
11/7/2022Spire Wealth Management7,771$160K0.0%N/A0.000%
11/7/2022Truadvice LLC411,123$8.87M5.0%+28.7%0.000%
11/4/2022Maripau Wealth Management LLC543,268$11.75M12.7%-5.7%0.000%
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11/1/2022Kestra Advisory Services LLC17,755$366K0.0%N/A0.000%
10/17/2022Cambridge Investment Research Advisors Inc.57,849$1.19M0.0%-2.5%0.000%
10/14/2022 Brookstone Capital Management491,708$10.11M0.2%+198.5%0.000%
10/4/2022Csenge Advisory Group19,740$407K0.0%N/A0.000%
8/12/2022Truadvice LLC319,358$6.97M3.7%+21.1%0.000%
8/12/2022Maripau Wealth Management LLC576,292$12.56M13.6%+1.3%0.000%
8/11/2022Cetera Investment Advisers257,102$5.39M0.1%+1,029.5%0.000%
8/11/2022Cetera Advisor Networks LLC65,389$1.37M0.0%+116.6%0.000%
8/11/2022Cetera Advisors LLC82,326$1.73M0.0%+4.6%0.000%
8/11/2022Sigma Planning Corp203,906$4.28M0.1%+229.1%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, 46 institutional investors and hedge funds held shares of Pacer Swan SOS Fund of Funds ETF|ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($23.77M), Advisor Group Holdings Inc. ($18.49M), Retirement Guys Formula LLC ($17.17M), ODonnell Financial Services LLC ($16.10M), Allworth Financial LP ($15.37M), Signal Advisors Wealth LLC ($15.34M), and Maripau Wealth Management LLC ($12.51M).Learn more on PSFF's institutional investors.

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

Of the 43 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: ODonnell Financial Services LLC ($622.18K), Allworth Financial LP ($593.71K), 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 6,532,583 shares in the last 24 months. This purchase volume represents approximately $155.98M in transactions.

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

Of the 15 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), Cambridge Investment Research Advisors Inc. ($18.66K), and Retirement Guys Formula LLC ($15.74K).

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

Institutional investors have sold a total of 921,556 shares in the last 24 months. This volume of shares sold represents approximately $20.82M in transactions.


This page (BATS:PSFF) was last updated on 4/25/2024 by MarketBeat.com Staff

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