Pacer Swan SOS Flex is an exchange-traded fund on BATS. As of Q3 2025, 17 institutional investors hold shares in this ETF, with total holdings valued at $60.3M. Swan Wealth Advisors, Inc. is the largest holder with a position valued at $23.8M.
Overview of institutional ownership in PSFD as of Q3 2025
Institutions with the largest positions in PSFD as of Q3 2025
| Institution | Position Value |
|---|---|
Swan Wealth Advisors, Inc. Long Only Manager | $23.8M 1.05% of portfolio |
P Pacer Advisors, Inc. Institution | $23.8M 0.07% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.8M 0.00% of portfolio |
Camarda Wealth Advisory Group, LLLP RIA/Wealth | $2.8M 1.10% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.9M 0.00% of portfolio |
Rockefeller Capital Management L.P. Long Only Manager | $1.1M 0.00% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $861.4K 0.04% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $780.8K 0.00% of portfolio |
Financial Network Wealth Advisors LLC RIA/Wealth | $672.4K 0.74% of portfolio |
L LPL Financial LLC Institution | $665.4K 0.00% of portfolio |
Institutional buying and selling activity for PSFD in Q3 2025
| Institution | Net Bought |
|---|---|
O OLD MISSION CAPITAL LLC Institution | +$861.4K +23.7K shares |
JPMORGAN CHASE & CO Institution | +$538.8K +14.8K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | +$72.6K +2.0K shares |
A Advisor Group Holdings, Inc. Institution | +$49.3K +1.4K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | +$30.3K +836.0 shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$22.0K +606.0 shares |
Cetera Investment Advisers RIA/Wealth | +$1.8K +50.0 shares |
| Institution | Net Sold |
|---|---|
Swan Wealth Advisors, Inc. Long Only Manager | −$824.1K −22.7K shares |
P Pacer Advisors, Inc. Institution | −$824.0K −22.7K shares |
W WOLVERINE TRADING, LLC Institution | −$595.7K −17.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$112.6K −3.1K shares |
L LPL Financial LLC Institution | −$98.0K −2.7K shares |
Camarda Wealth Advisory Group, LLLP RIA/Wealth | −$81.3K −2.2K shares |
UBS Group AG Institution | −$14.0K −386.0 shares |
Parallel Advisors, LLC RIA/Wealth | −$8.0K −220.0 shares |
Financial Network Wealth Advisors LLC RIA/Wealth | −$6.2K −172.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$5.5K −159.0 shares |
Institutions that initiated new positions or completely exited PSFD in Q3 2025
| Institution | Position Value |
|---|---|
H HUNTINGTON NATIONAL BANK Long Only Manager | $72.6K 2.0K shares |
| Institution | Previous Position |
|---|---|
W WOLVERINE TRADING, LLC Institution | $595.7K 17.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $5.5K 159.0 shares |
Institutions with the largest Call and Put options positions in PSFD as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PSFD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Camarda Wealth Advisory Group, LLLP RIA/Wealth | 1.10% $2.8M |
Swan Wealth Advisors, Inc. Long Only Manager | 1.05% $23.8M |
Financial Network Wealth Advisors LLC RIA/Wealth | 0.74% $672.4K |
P Pacer Advisors, Inc. Institution | 0.07% $23.8M |
O OLD MISSION CAPITAL LLC Institution | 0.04% $861.4K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.01% $50.6K |
A Advisor Group Holdings, Inc. Institution | 0.00% $1.9M |
Rockefeller Capital Management L.P. Long Only Manager | 0.00% $1.1M |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.00% $2.8M |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $30.3K |
Discover hedge funds investing in PSFD

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
We use cookies for analytics. See our Privacy and Cookie Policy.