
Pacer Swan SOS Flex (April) is an exchange-traded fund on BATS. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $33.2M. Swan Wealth Advisors, Inc. is the largest holder with a position valued at $13.9M.
Overview of institutional ownership in PSFM as of Q3 2025
Institutions with the largest positions in PSFM as of Q3 2025
| Institution | Position Value |
|---|---|
Swan Wealth Advisors, Inc. Long Only Manager | $13.9M 0.62% of portfolio |
P Pacer Advisors, Inc. Institution | $13.9M 0.04% of portfolio |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $2.4M 0.37% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.2M 0.00% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $486.2K 0.02% of portfolio |
Anfield Capital Management, LLC Long Only Manager | $437.8K 0.13% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $308.5K 0.00% of portfolio |
Chicago Partners Investment Group LLC RIA/Wealth | $270.3K 0.01% of portfolio |
Financial Network Wealth Advisors LLC RIA/Wealth | $83.8K 0.09% of portfolio |
Rockefeller Capital Management L.P. Long Only Manager | $53.0K 0.00% of portfolio |
Institutional buying and selling activity for PSFM in Q3 2025
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$308.5K +9.9K shares |
O OLD MISSION CAPITAL LLC Institution | +$77.5K +2.5K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$53.0K +1.7K shares |
Anfield Capital Management, LLC Long Only Manager | +$51.5K +1.7K shares |
| Institution | Net Sold |
|---|---|
Armis Advisers, LLC RIA/Wealth | −$679.5K −22.5K shares |
Swan Wealth Advisors, Inc. Long Only Manager | −$350.9K −11.3K shares |
P Pacer Advisors, Inc. Institution | −$350.9K −11.3K shares |
Financial Network Wealth Advisors LLC RIA/Wealth | −$93.9K −3.0K shares |
A Advisor Group Holdings, Inc. Institution | −$62.8K −2.0K shares |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | −$34.2K −1.1K shares |
Institutions that initiated new positions or completely exited PSFM in Q3 2025
| Institution | Position Value |
|---|---|
| No new positions found | |
| Institution | Previous Position |
|---|---|
Armis Advisers, LLC RIA/Wealth | $679.5K 22.5K shares |
Institutions with the largest Call and Put options positions in PSFM as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PSFM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Swan Wealth Advisors, Inc. Long Only Manager | 0.62% $13.9M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.37% $2.4M |
Anfield Capital Management, LLC Long Only Manager | 0.13% $437.8K |
Financial Network Wealth Advisors LLC RIA/Wealth | 0.09% $83.8K |
P Pacer Advisors, Inc. Institution | 0.04% $13.9M |
O OLD MISSION CAPITAL LLC Institution | 0.02% $486.2K |
Chicago Partners Investment Group LLC RIA/Wealth | 0.01% $270.3K |
A Advisor Group Holdings, Inc. Institution | 0.00% $1.2M |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $308.5K |
Rockefeller Capital Management L.P. Long Only Manager | 0.00% $53.0K |
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