Pacer Swan SOS Conservative

PSCW • BATS

Pacer Swan SOS Conservative is an exchange-traded fund on BATS. As of Q3 2025, 13 institutional investors hold shares in this ETF, with total holdings valued at $128.3M. Swan Wealth Advisors, Inc. is the largest holder with a position valued at $53.8M.

Overview

Overview of institutional ownership in PSCW as of Q3 2025

All Institutions

Institutions: 13
Value Held: $128.3M
Shares Held: 4.7M
Avg Position: $9.9M
Median Position: $349.0K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in PSCW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Swan Wealth Advisors, Inc. Long Only Manager	Randall William Swan CEO	$53.8M 2.38% of portfolio	2.0M shares	Q3 2023 Held for 2y 2m	$2.3B
P Pacer Advisors, Inc. Institution	-	$53.8M 0.16% of portfolio	2.0M shares	Q3 2021 Held for 4y 2m	$34.6B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$16.9M 0.02% of portfolio	618.5K shares	Q2 2024 Held for 1y 5m	$85.4B
A Advisory Services Network, LLC RIA/Wealth	Thomas Cleveland Prescott Managing Partner	$991.7K 0.01% of portfolio	36.2K shares	Q2 2025 Held for 5 months	$6.8B
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$692.7K 0.00% of portfolio	25.3K shares	Q2 2025 Held for 5 months	$36.7B
A Advisor Group Holdings, Inc. Institution	-	$672.8K 0.00% of portfolio	24.7K shares	Q2 2021 Held for 4y 5m	$71.0B
O OLD MISSION CAPITAL LLC Institution	-	$349.0K 0.01% of portfolio	12.7K shares	Q1 2022 Held for 3y 8m	$2.4B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$301.3K 0.00% of portfolio	11.0K shares	Q3 2025 Held for 2 months	$691.34B
Nova Wealth Management, Inc. RIA/Wealth	Amy Christine Novakovich CEO	$256.6K 0.18% of portfolio	9.4K shares	Q2 2025 Held for 5 months	$142.0M
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	Mitchel Ethan Zacks President	$233.6K 0.00% of portfolio	8.5K shares	Q3 2025 Held for 2 months	$12.6B

Net Capital Flow

Institutional buying and selling activity for PSCW in Q3 2025

Traded: −$4.5M
Buyers: 5
Sellers: 8
Total Bought: +$1.5M
Total Sold: −$6.0M
Avg Position: $9.2M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$858.3K +31.4K shares	$16.9M 618.5K shares
GOLDMAN SACHS GROUP INC Institution	+$301.3K +11.0K shares	$301.3K 11.0K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	+$233.6K +8.5K shares	$233.6K 8.5K shares
O OLD MISSION CAPITAL LLC Institution	+$51.0K +1.9K shares	$349.0K 12.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$11.0K +403.0 shares	$692.7K 25.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
A Advisory Services Network, LLC RIA/Wealth	−$1.9M −69.0K shares	$991.7K 36.2K shares
Swan Wealth Advisors, Inc. Long Only Manager	−$1.8M −67.4K shares	$53.8M 2.0M shares
P Pacer Advisors, Inc. Institution	−$1.8M −67.4K shares	$53.8M 2.0M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$249.1K −9.4K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$130.3K −4.8K shares	$41.9K 1.5K shares
UBS Group AG Institution	−$19.5K −711.0 shares	$137.8K 5.0K shares
A Advisor Group Holdings, Inc. Institution	−$10.9K −400.0 shares	$672.8K 24.7K shares
Nova Wealth Management, Inc. RIA/Wealth	−$9.4K −345.0 shares	$256.6K 9.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PSCW in Q3 2025

New Positions: 1
New Value: $233.6K
Exited Positions: 1
Exited Value: $249.1K

New Positions

Institution	Position Value
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	$233.6K 8.5K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$249.1K 9.4K shares

Options Activity

Institutions with the largest Call and Put options positions in PSCW as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with PSCW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Swan Wealth Advisors, Inc. Long Only Manager	Randall William Swan CEO	2.38% $53.8M	2.0M shares	Q3 2023 Held for 2y 2m	$2.3B
Nova Wealth Management, Inc. RIA/Wealth	Amy Christine Novakovich CEO	0.18% $256.6K	9.4K shares	Q2 2025 Held for 5 months	$142.0M
P Pacer Advisors, Inc. Institution	-	0.16% $53.8M	2.0M shares	Q3 2021 Held for 4y 2m	$34.6B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	0.02% $16.9M	618.5K shares	Q2 2024 Held for 1y 5m	$85.4B
O OLD MISSION CAPITAL LLC Institution	-	0.01% $349.0K	12.7K shares	Q1 2022 Held for 3y 8m	$2.4B
A Advisory Services Network, LLC RIA/Wealth	Thomas Cleveland Prescott Managing Partner	0.01% $991.7K	36.2K shares	Q2 2025 Held for 5 months	$6.8B
Anfield Capital Management, LLC Long Only Manager	David Nmn Young CEO	0.00% $13.7K	500.0 shares	Q2 2025 Held for 5 months	$338.5M
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	0.00% $692.7K	25.3K shares	Q2 2025 Held for 5 months	$36.7B
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	Mitchel Ethan Zacks President	0.00% $233.6K	8.5K shares	Q3 2025 Held for 2 months	$12.6B
A Advisor Group Holdings, Inc. Institution	-	0.00% $672.8K	24.7K shares	Q2 2021 Held for 4y 5m	$71.0B