Pacer Swan SOS Moderate ETF

PSMD • BATS

Pacer Swan SOS Moderate ETF is an exchange-traded fund on BATS. As of Q3 2025, 15 institutional investors hold shares in this ETF, with total holdings valued at $146.4M. Swan Wealth Advisors, Inc. is the largest holder with a position valued at $68.8M.

Overview

Overview of institutional ownership in PSMD as of Q3 2025

All Institutions

Institutions: 15
Value Held: $146.4M
Shares Held: 4.6M
Avg Position: $9.8M
Median Position: $452.6K

Hedge Funds

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

Biggest Investors

Institutions with the largest positions in PSMD 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	$68.8M 3.04% of portfolio	2.2M shares	Q3 2023 Held for 2y 2m	$2.3B
P Pacer Advisors, Inc. Institution	-	$68.8M 0.20% of portfolio	2.2M shares	Q3 2021 Held for 4y 2m	$34.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$2.2M 0.00% of portfolio	69.7K shares	Q3 2025 Held for 2 months	$67.9B
A Advisor Group Holdings, Inc. Institution	-	$1.7M 0.00% of portfolio	53.2K shares	Q3 2021 Held for 4y 2m	$71.0B
Anfield Capital Management, LLC Long Only Manager	David Nmn Young CEO	$1.4M 0.42% of portfolio	45.0K shares	Q1 2023 Held for 2y 8m	$338.5M
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$783.0K 0.00% of portfolio	24.7K shares	Q3 2025 Held for 2 months	$691.34B
Bravias Capital Group, LLC RIA/Wealth	Richard Ross Zeitz President	$644.4K 0.43% of portfolio	20.4K shares	Q4 2024 Held for 11 months	$149.0M
Insight Wealth Strategies, LLC RIA/Wealth	Anthony Rod Ortale CEO	$452.6K 0.05% of portfolio	14.3K shares	Q1 2025 Held for 8 months	$847.4M
O OLD MISSION CAPITAL LLC Institution	-	$441.8K 0.02% of portfolio	14.0K shares	Q2 2025 Held for 5 months	$2.4B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$392.4K 0.00% of portfolio	12.4K shares	Q1 2023 Held for 2y 8m	$71.1B

Net Capital Flow

Institutional buying and selling activity for PSMD in Q3 2025

Traded: −$13.7M
Buyers: 5
Sellers: 10
Total Bought: +$3.4M
Total Sold: −$17.1M
Avg Position: $7.7M

Biggest Buyers

Institution	Net Bought	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$2.2M +69.7K shares	$2.2M 69.7K shares
GOLDMAN SACHS GROUP INC Institution	+$783.0K +24.7K shares	$783.0K 24.7K shares
Cetera Investment Advisers RIA/Wealth	+$282.3K +8.9K shares	$282.3K 8.9K shares
Insight Wealth Strategies, LLC RIA/Wealth	+$110.5K +3.5K shares	$452.6K 14.3K shares
UBS Group AG Institution	+$55.7K +1.8K shares	$138.7K 4.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Kestra Advisory Services, LLC RIA/Wealth	−$9.7M −318.4K shares	Sold Off 0 shares
P Pacer Advisors, Inc. Institution	−$2.4M −75.8K shares	$68.8M 2.2M shares
Swan Wealth Advisors, Inc. Long Only Manager	−$2.4M −75.8K shares	$68.8M 2.2M shares
O OLD MISSION CAPITAL LLC Institution	−$1.0M −32.6K shares	$441.8K 14.0K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$535.7K −16.9K shares	$392.4K 12.4K shares
W WOLVERINE TRADING, LLC Institution	−$369.2K −12.2K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$260.4K −8.6K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$234.7K −7.7K shares	Sold Off 0 shares
Anfield Capital Management, LLC Long Only Manager	−$139.5K −4.4K shares	$1.4M 45.0K shares
A Advisor Group Holdings, Inc. Institution	−$41.7K −1.3K shares	$1.7M 53.2K shares

Entry and Exit Activity

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

New Positions: 3
New Value: $3.3M
Exited Positions: 4
Exited Value: $10.6M

New Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.2M 69.7K shares
GOLDMAN SACHS GROUP INC Institution	$783.0K 24.7K shares
Cetera Investment Advisers RIA/Wealth	$282.3K 8.9K shares

Exited Positions

Institution	Previous Position
Kestra Advisory Services, LLC RIA/Wealth	$9.7M 318.4K shares
W WOLVERINE TRADING, LLC Institution	$369.2K 12.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$260.4K 8.6K shares
L LPL Financial LLC Institution	$234.7K 7.7K shares

Options Activity

Institutions with the largest Call and Put options positions in PSMD 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 PSMD 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	3.04% $68.8M	2.2M shares	Q3 2023 Held for 2y 2m	$2.3B
Bravias Capital Group, LLC RIA/Wealth	Richard Ross Zeitz President	0.43% $644.4K	20.4K shares	Q4 2024 Held for 11 months	$149.0M
Anfield Capital Management, LLC Long Only Manager	David Nmn Young CEO	0.42% $1.4M	45.0K shares	Q1 2023 Held for 2y 8m	$338.5M
P Pacer Advisors, Inc. Institution	-	0.20% $68.8M	2.2M shares	Q3 2021 Held for 4y 2m	$34.6B
A Allie Family Office LLC Family Office	Bruno Flavio Ghio CEO	0.16% $328.1K	10.4K shares	Q1 2025 Held for 8 months	$210.9M
Insight Wealth Strategies, LLC RIA/Wealth	Anthony Rod Ortale CEO	0.05% $452.6K	14.3K shares	Q1 2025 Held for 8 months	$847.4M
O OLD MISSION CAPITAL LLC Institution	-	0.02% $441.8K	14.0K shares	Q2 2025 Held for 5 months	$2.4B
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth	Jonathan Miller CEO	0.01% $39.0K	1.2K shares	Q1 2023 Held for 2y 8m	$657.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $2.2M	69.7K shares	Q3 2025 Held for 2 months	$67.9B
A Advisor Group Holdings, Inc. Institution	-	0.00% $1.7M	53.2K shares	Q3 2021 Held for 4y 2m	$71.0B