Pacer Swan Sos Fund of FundsPSFFETF
13F holders, Q1 2024 (March 31)54holders
$27.00avg. 13F price*
At the end of Q1 2024, 54 institutions reported holding Pacer Swan Sos Fund of Funds (PSFF) in their 13F filings. The largest holders were Allworth Financial LP ($32.9M), Osaic Holdings, Inc. ($29.6M) and Cetera Investment Advisers ($22.4M).
- Company
- Pacer Swan Sos Fund of Funds
- Filed as
- PACER FDS TR (Q1 2024)
- CUSIP
- 69374H568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $18.2M |
| Exits | 1 | $102K |
Ownership 54 holders
| Allworth Financial LP | 0.23% | Add +105.4% | 1,219,386 | $32.9M |
| Osaic Holdings, Inc. | 0.07% | Reduce -3.3% | 1,096,487 | $29.6M |
| Cetera Investment Advisers | 0.05% | Add +144.6% | 830,120 | $22.4M |
| Retirement Guys Formula LLC | 8.38% | Add +6.8% | 635,844 | $17.2M |
| MML Investors Services, LLC | 0.07% | Add +15.4% | 606,490 | $16.4M |
| Maripau Wealth Management LLC | 11.51% | Add +1.8% | 567,915 | $15.3M |
| Signal Advisors Wealth, LLC | 3.81% | Add +1.8% | 567,915 | $15.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +58.2% | 560,267 | $15.1M |
| Kestra Advisory Services, LLC | 0.10% | Add +7.6% | 533,066 | $14.4M |
| Atria Investments, Inc | 0.18% | Reduce -11.6% | 478,834 | $12.9M |
| Financial Strategies Group, Inc. | 3.02% | New | 416,102 | $11.2M |
| Brookstone Capital Management | 0.16% | Add +4.4% | 328,290 | $8.9M |
| New Century Financial Group, LLC | 5.86% | Add +64.7% | 312,900 | $8.5M |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 270,604 | $7.3M |
| ODonnell Financial Services, LLC | 2.41% | Reduce -68.6% | 195,100 | $5.3M |
| Belpointe Asset Management LLC | 0.31% | New | 151,434 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +56.1% | 149,827 | $4.0M |
| Sigma Planning Corp | 0.12% | Add +86.4% | 142,204 | $3.8M |
| Advisory Services Network, LLC | 0.06% | Add +11.6% | 107,498 | $2.9M |
| Independent Financial Group, LLC | 0.13% | Add +138.6% | 102,046 | $2.8M |
| Chicago Partners Investment Group LLC | 0.12% | Add +5.5% | 101,985 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +34.6% | 91,012 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -18.4% | 71,331 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -30.0% | 52,970 | $1.4M |
| Independent Wealth Network Inc. | 0.65% | Reduce -0.2% | 51,095 | $1.4M |
| Ergawealth Advisors, Inc. | 0.75% | Add +16.6% | 50,829 | $1.4M |
| Cedar Brook Financial Partners, LLC | 0.26% | Add +30.1% | 48,358 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +31.4% | 47,941 | $1.3M |
| Centric Wealth Management | 0.22% | Add +119.9% | 26,238 | $700K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | New | 23,851 | $644K |
| Lincoln National Corp. | 0.01% | Add +155.2% | 20,897 | $564K |
| Diligent Investors, LLC | 0.13% | Add +11.6% | 19,209 | $519K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -47.9% | 18,440 | $498K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -47.9% | 18,440 | $498K |
| Core Wealth Advisors, Inc. | 0.14% | Add +155.2% | 14,825 | $400K |
| Csenge Advisory Group | 0.02% | Reduce -1.4% | 13,345 | $360K |
| Silver Oak Securities, Incorporated | 0.05% | New | 12,720 | $344K |
| Realta Investment Advisors | 0.07% | Reduce -17.1% | 12,484 | $337K |
| Jane Street Group, LLC | 0.00% | New | 10,905 | $295K |
| Summit Wealth Partners, LLC | 0.06% | No change | 10,811 | $292K |
| Hartline Investment Corp./ | 0.05% | New | 10,085 | $272K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 10,085 | $272K |
| Coordinated Financial Services, Inc. | 0.21% | — | 8,995 | $243K |
| Triumph Capital Management | 0.10% | New | 8,881 | $240K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | New | 8,807 | $237K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 9,560 | $231K |
| Compound Planning, Inc. | 0.02% | New | 8,079 | $218K |
| CoreCap Advisors, LLC | 0.00% | New | 1,956 | $53K |
| Aspire Wealth Management Corp | 0.02% | No change | 1,334 | $36K |
| Harbour Investments, Inc. | 0.00% | New | 1,130 | $31K |
| Glen Eagle Advisors, LLC | 0.00% | New | 400 | $11K |
| Royal Bank of Canada | 0.00% | No change | 100 | $3K |
| Creekmur Asset Management LLC | 0.00% | New | 100 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 55 | $1K |
"% of holder's portfolio" is PSFF's weight in each manager's 13F, not the share of Pacer Swan Sos Fund of Funds the manager owns.