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PSFF · Pacer Swan SOS Fund of Funds ETF ETF

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$35.09 -0.04 (-0.11%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 17
Total Value: $62,152,890
Total Shares: 2,705,005

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 17 13F filers · Δ vs Dec 31, 2022
Top Holder
30.1%
Dec 2020 → Mar 2023 · range 0.0% – 85.7%
+8.6 pts
Top 5
80.4%
Dec 2020 → Mar 2023 · range 0.0% – 100.0%
+13.1 pts
Top 10
97.0%
Dec 2020 → Mar 2023 · range 0.0% – 100.0%
+6.4 pts
HHI
1,712
Dec 2020 → Mar 2023 · range 0 – 7,549
Moderately concentrated+579

Quarterly Activity

vs Dec 31, 2022
New
4
Increased
6
Decreased
5
Sold Out
14
Unchanged
2
Holder count: -10
Institutional value: -27.9%
Shares held: -31.4%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
ENVESTNET ASSET MANAGEMENT INC +24,704 132,500
Cetera Advisor Networks LLC +17,089 154,941
COMMONWEALTH EQUITY SERVICES, LLC +5,571 52,394
Orion Portfolio Solutions, LLC +4,209 14,171
Cetera Advisors LLC +670 14,973

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
Cetera Investment Advisers −141,176 257,980
OSAIC HOLDINGS, INC. −32,083 813,702
MML INVESTORS SERVICES, LLC −8,891 449,624
Cambridge Investment Research Advisors, Inc. −4,291 51,898
MARIPAU WEALTH MANAGEMENT LLC −2,932 499,559

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
Atria Investments, Inc 128,502 $2,952,590
KESTRA PRIVATE WEALTH SERVICES, LLC 19,254 $442,399
JPMORGAN CHASE & CO 500 $11,488
WELLS FARGO & COMPANY/MN 257 $5,905

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
Truadvice, LLC 446,959 $9,770,076
RETIREMENT GUYS FORMULA LLC 289,517 $6,328,552
Brookstone Capital Management 288,813 $6,313,163
Chicago Partners Investment Group LLC 92,222 $2,015,880
IFP Advisors, Inc 38,368 $838,686
Filter: New 4 Increased 6 Reduced 5 Sold out 14 Unchanged 2
Showing 17 of 17
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
OSAIC HOLDINGS, INC. PSFF $18,696,427 30.08% 813,702
MARIPAU WEALTH MANAGEMENT LLC PSFF $11,478,367 18.47% 499,559
MML INVESTORS SERVICES, LLC PSFF $10,331,010 16.62% 449,624
Cetera Investment Advisers PSFF $5,927,606 9.54% 257,980
Cetera Advisor Networks LLC PSFF $3,560,079 5.73% 154,941
ENVESTNET ASSET MANAGEMENT INC PSFF $3,044,452 4.90% 132,500
Atria Investments, Inc PSFF $2,952,590 4.75% 128,502
Advisory Services Network, LLC PSFF $1,907,665 3.07% 83,025
COMMONWEALTH EQUITY SERVICES, LLC PSFF $1,203,856 1.94% 52,394
Cambridge Investment Research Advisors, Inc. PSFF $1,192,460 1.92% 51,898
LPL Financial LLC PSFF $728,945 1.17% 31,725
KESTRA PRIVATE WEALTH SERVICES, LLC PSFF $442,399 0.71% 19,254
Cetera Advisors LLC PSFF $344,034 0.55% 14,973
Orion Portfolio Solutions, LLC PSFF $325,607 0.52% 14,171
JPMORGAN CHASE & CO PSFF $11,488 0.02% 500
WELLS FARGO & COMPANY/MN PSFF $5,905 0.01% 257
PROEQUITIES, INC. PSFF $0 0.00% 0