Pacer Swan Sos Fund of FundsPSFFETF
13F holders, Q4 2024 (December 31)78holders +13
12new positions
4sold out
$29.32avg. 13F price*
At the end of Q4 2024, 78 institutions reported holding Pacer Swan Sos Fund of Funds (PSFF) in their 13F filings, up 13 from Q3 2024. 12 opened new positions and 4 sold out. The largest holders were Cetera Investment Advisers ($49.7M), Allworth Financial LP ($45.3M) and Osaic Holdings, Inc. ($30.1M).
- Company
- Pacer Swan Sos Fund of Funds
- Filed as
- PACER FDS TR (Q4 2024)
- CUSIP
- 69374H568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $12.9M |
| Exits | 4 | $710K |
All 13F filers, Q3 2024 → Q4 2024: 2,029,330 shares bought and 1,189,702 shares sold, net +839,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Cetera Investment Advisers | 0.10% | Add +19.6% | 1,695,694 | $49.7M |
| Allworth Financial LP | 0.25% | Add +97.3% | 1,523,701 | $45.3M |
| Osaic Holdings, Inc. | 0.07% | Reduce -15.1% | 1,028,809 | $30.1M |
| Bison Wealth, LLC | 3.45% | — | 961,210 | $28.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.8% | 747,865 | $21.9M |
| MML Investors Services, LLC | 0.07% | Add +1.1% | 737,315 | $21.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +2.5% | 611,891 | $17.9M |
| Maripau Wealth Management LLC | 9.84% | Reduce -15.7% | 566,347 | $16.6M |
| Signal Advisors Wealth, LLC | 1.88% | Reduce -15.5% | 566,347 | $16.6M |
| Retirement Guys Formula LLC | 7.72% | Reduce -19.3% | 522,796 | $15.3M |
| Financial Strategies Group, Inc. | 2.88% | Reduce -0.7% | 413,118 | $12.0M |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 342,882 | $10.0M |
| Keystone Financial Services, LLC | 7.63% | — | 284,003 | $8.3M |
| Ausdal Financial Partners, Inc. | 0.64% | New | 252,236 | $7.4M |
| Sigma Planning Corp | 0.23% | Add +61.9% | 248,980 | $7.3M |
| New Century Financial Group, LLC | 3.04% | Add +14.8% | 242,391 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.7% | 195,912 | $5.7M |
| ODonnell Financial Services, LLC | 2.33% | Reduce -2.4% | 194,437 | $5.6M |
| Brookstone Capital Management | 0.07% | Reduce -38.3% | 169,765 | $5.0M |
| Belpointe Asset Management LLC | 0.27% | Add +5.2% | 158,204 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.4% | 152,082 | $4.5M |
| Sugar Maple Asset Management, LLC | 2.93% | Add +50.6% | 131,469 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +22.5% | 118,933 | $3.5M |
| Core Wealth Advisors, Inc. | 1.15% | Add +15.7% | 118,558 | $3.5M |
| IronOak Wealth LLC. | 3.65% | — | 111,276 | $3.3M |
| Advisory Services Network, LLC | 0.06% | Reduce -8.9% | 105,240 | $3.1M |
| Independent Financial Group, LLC | 0.10% | Reduce -26.2% | 105,202 | $3.1M |
| Harbour Investments, Inc. | 0.09% | Add +187.8% | 101,655 | $3.0M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -16.7% | 84,980 | $2.5M |
| Independent Wealth Network Inc. | 1.01% | Add +9.5% | 84,430 | $2.5M |
| Optima Capital LLC | 1.70% | — | 84,169 | $2.5M |
| Cascades Capital Asset Management, LLC | 1.34% | Reduce -6.8% | 83,470 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -3.1% | 63,553 | $1.9M |
| Capital Analysts, LLC | 0.07% | New | 61,911 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.2% | 60,002 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -87.9% | 49,676 | $1.5M |
| Copley Financial Group, Inc. | 1.10% | Add +437.8% | 49,250 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -9.3% | 48,805 | $1.4M |
| Glen Eagle Advisors, LLC | 0.21% | Add +76.4% | 43,754 | $1.3M |
| Ergawealth Advisors, Inc. | 0.57% | Reduce -34.4% | 39,534 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | Add +158.0% | 38,759 | $1.1M |
| Diligent Investors, LLC | 0.24% | Add +6.0% | 35,373 | $1.0M |
| Centric Wealth Management | 0.27% | Reduce -8.1% | 34,749 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 32,388 | $949K |
| Integrated Wealth Concepts LLC | 0.01% | New | 32,386 | $949K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +32.9% | 30,673 | $898K |
| Old Mission Capital LLC | 0.02% | New | 26,997 | $791K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +60.6% | 20,132 | $590K |
| PFG Advisors | 0.03% | Add +9.5% | 16,741 | $490K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +45.3% | 16,093 | $471K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +15.6% | 15,141 | $443K |
| HBW Advisory Services LLC | 0.04% | Add +15.9% | 14,583 | $427K |
| Triumph Capital Management | 0.12% | Add +8.3% | 12,219 | $358K |
| Compound Planning, Inc. | 0.02% | Add +1.4% | 11,526 | $338K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,485 | $307K |
| Fiduciary Financial Group, LLC | 0.06% | New | 9,420 | $274K |
| Novem Group | 0.04% | — | 9,300 | $272K |
| 49 Wealth Management, LLC | 0.04% | New | 9,241 | $271K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -38.9% | 8,712 | $255K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -38.9% | 8,712 | $255K |
| Townsquare Capital LLC | 0.00% | No change | 8,649 | $253K |
| Lion Street Advisors, LLC | 0.08% | No change | 8,410 | $246K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -81.2% | 8,372 | $245K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -15.4% | 7,924 | $232K |
| Coordinated Financial Services, Inc. | 0.17% | — | 7,405 | $217K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.9% | 4,590 | $134K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,128 | $92K |
| JPMorgan Chase & Co. | 0.00% | Add +911.5% | 2,640 | $77K |
| Comerica Bank | 0.00% | No change | 2,491 | $73K |
| Cwm, LLC | 0.00% | New | 2,307 | $68K |
| Kestra Investment Management, LLC | 0.00% | New | 1,720 | $50K |
| Principal Securities, Inc. | 0.00% | New | 650 | $19K |
| Realta Investment Advisors | 0.01% | No change | 479 | $14K |
| Morgan Stanley | 0.00% | No change | 295 | $9K |
| NewEdge Advisors, LLC | 0.00% | New | 148 | $4K |
| Jones Financial Companies LLLP | 0.00% | Reduce -90.2% | 124 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 100 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 55 | $2K |
"% 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.