Pacer Swan Sos Fund of FundsPSFFETF
13F holders, Q1 2025 (March 31)74holders −4
12new positions
15sold out
$28.49avg. 13F price*
At the end of Q1 2025, 74 institutions reported holding Pacer Swan Sos Fund of Funds (PSFF) in their 13F filings, down 4 from Q4 2024. 12 opened new positions and 15 sold out. The largest holders were Allworth Financial LP ($45.9M), Cetera Investment Advisers ($44.4M) and Osaic Holdings, Inc. ($34.2M).
- Company
- Pacer Swan Sos Fund of Funds
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.9M |
| Exits | 15 | $17.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,411,388 shares bought and 1,279,182 shares sold, net +132,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Allworth Financial LP | 0.26% | Add +6.8% | 1,627,041 | $45.9M |
| Cetera Investment Advisers | 0.09% | Reduce -8.3% | 1,554,621 | $44.4M |
| Osaic Holdings, Inc. | 0.08% | Add +16.4% | 1,197,612 | $34.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +29.9% | 971,342 | $27.7M |
| Bison Wealth, LLC | 2.40% | Reduce -6.2% | 901,579 | $25.7M |
| MML Investors Services, LLC | 0.07% | Add +0.7% | 742,588 | $21.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +0.9% | 617,606 | $17.6M |
| Maripau Wealth Management LLC | 9.44% | Add +1.7% | 575,854 | $16.4M |
| Signal Advisors Wealth, LLC | 1.61% | Add +1.7% | 575,854 | $16.4M |
| Financial Strategies Group, Inc. | 2.72% | Reduce -0.7% | 410,436 | $11.5M |
| Ausdal Financial Partners, Inc. | 0.81% | Add +50.1% | 378,604 | $10.8M |
| Retirement Guys Formula LLC | 5.04% | Reduce -32.1% | 355,161 | $10.1M |
| Keystone Financial Services, LLC | 7.38% | Add +7.4% | 305,114 | $8.7M |
| LPL Financial LLC | 0.00% | Reduce -17.1% | 284,263 | $8.1M |
| Sigma Planning Corp | 0.23% | Add +2.5% | 255,285 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +10.3% | 216,146 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.0% | 185,525 | $5.3M |
| Sugar Maple Asset Management, LLC | 4.12% | Add +39.3% | 183,153 | $5.2M |
| Core Wealth Advisors, Inc. | 1.30% | Add +20.8% | 143,234 | $4.1M |
| Harbour Investments, Inc. | 0.12% | Add +38.9% | 141,202 | $4.0M |
| ODonnell Financial Services, LLC | 1.65% | Reduce -28.2% | 139,615 | $4.0M |
| Advisory Services Network, LLC | 0.07% | Add +28.6% | 135,324 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.8% | 116,794 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +74242.6% | 110,027 | $3.1M |
| Brookstone Capital Management | 0.04% | Reduce -40.9% | 100,413 | $2.9M |
| Stratos Investment Management, LLC | 0.15% | New | 99,095 | $2.8M |
| Copley Financial Group, Inc. | 2.02% | Add +88.0% | 92,608 | $2.6M |
| Cascades Capital Asset Management, LLC | 1.27% | Reduce -3.1% | 80,840 | $2.3M |
| Independent Wealth Network Inc. | 0.92% | Reduce -4.3% | 80,827 | $2.3M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -17.2% | 70,369 | $2.0M |
| Optima Capital LLC | 1.22% | Reduce -20.2% | 67,143 | $1.9M |
| Capital Analysts, LLC | 0.07% | Add +2.0% | 63,153 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -1.8% | 62,395 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 60,416 | $1.7M |
| Brass Tax Wealth Management, Inc. | 0.34% | New | 56,460 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +245.1% | 52,250 | $1.5M |
| Glen Eagle Advisors, LLC | 0.24% | Add +17.6% | 51,433 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.3% | 50,391 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -55.4% | 46,971 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | Add +17.8% | 45,674 | $1.3M |
| Trinity Wealth Management, LLC | 0.57% | New | 43,979 | $1.3M |
| Ergawealth Advisors, Inc. | 0.57% | Add +2.1% | 40,383 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.2% | 36,331 | $1.0M |
| Diligent Investors, LLC | 0.25% | No change | 35,373 | $1.0M |
| GWN Securities Inc. | 0.04% | New | 26,825 | $766K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +125.4% | 23,635 | $675K |
| Centric Wealth Management | 0.17% | Reduce -32.9% | 23,325 | $666K |
| Napa Wealth Management | 0.28% | New | 17,409 | $497K |
| PFG Advisors | 0.03% | Add +2.0% | 17,075 | $487K |
| Susquehanna International Group, LLP | 0.00% | New | 16,637 | $475K |
| Arete Wealth Advisors, LLC | 0.03% | Add +89.9% | 15,048 | $430K |
| HBW Advisory Services LLC | 0.06% | Reduce -6.1% | 13,696 | $391K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -57.2% | 13,124 | $375K |
| JPMorgan Chase & Co. | 0.00% | Add +367.7% | 12,347 | $353K |
| Cwm, LLC | 0.00% | Add +417.2% | 11,932 | $341K |
| Townsquare Capital LLC | 0.00% | Add +34.1% | 11,599 | $331K |
| Compound Planning, Inc. | 0.01% | Reduce -1.7% | 11,325 | $323K |
| Fiduciary Financial Group, LLC | 0.06% | Add +3.8% | 9,781 | $270K |
| Financial Gravity Asset Management, Inc. | 0.06% | — | 9,000 | $257K |
| Novem Group | 0.03% | Reduce -7.0% | 8,650 | $247K |
| StoneX Group Inc. | 0.01% | New | 8,430 | $241K |
| Lion Street Advisors, LLC | 0.08% | No change | 8,410 | $240K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 4,620 | $132K |
| Sunbelt Securities, Inc. | 0.01% | New | 4,195 | $120K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -5.7% | 2,950 | $84K |
| Comerica Bank | 0.00% | No change | 2,491 | $71K |
| Wells Fargo & Company | 0.00% | New | 2,111 | $60K |
| Principal Securities, Inc. | 0.00% | No change | 650 | $19K |
| Realta Investment Advisors | 0.01% | No change | 479 | $14K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 458 | $13K |
| Sound Income Strategies, LLC | 0.00% | New | 315 | $9K |
| Morgan Stanley | 0.00% | No change | 295 | $8K |
| REAP Financial Group, LLC | 0.00% | New | 143 | $4K |
| 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.