P
Pacer Swan SOS Moderate
PSMO • BATS
Pacer Swan SOS Moderate is an exchange-traded fund on BATS. As of Q3 2025, 15 institutional investors hold shares in this ETF, with total holdings valued at $130.3M. Swan Wealth Advisors, Inc. is the largest holder with a position valued at $62.9M.
Overview
Overview of institutional ownership in PSMO as of Q3 2025
All Institutions
- Institutions
- 15
- Value Held
- $130.3M
- Shares Held
- 4.3M
- Avg Position
- $8.7M
- Median Position
- $499.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $382.1K
- Shares Held
- 12.7K
- Avg Position
- $382.1K
- Median Position
- $382.1K
Biggest Investors
Institutions with the largest positions in PSMO as of Q3 2025
| Institution | Position Value |
|---|---|
 Swan Wealth Advisors, Inc. Long Only Manager | $62.9M 2.78% of portfolio |
P Pacer Advisors, Inc. Institution | $61.0M 0.18% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $1.2M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.1M 0.00% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $739.2K 0.03% of portfolio |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $602.3K 0.09% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $602.1K 0.00% of portfolio |
 Anfield Capital Management, LLC Long Only Manager | $499.3K 0.15% of portfolio |
 Sovran Advisors, LLC RIA/Wealth | $447.6K 0.04% of portfolio |
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth | $406.8K 0.07% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PSMO in Q3 2025
- Traded
- −$29.8M
- Buyers
- 10
- Sellers
- 5
- Total Bought
- +$2.4M
- Total Sold
- −$32.2M
- Avg Position
- $8.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
O OLD MISSION CAPITAL LLC Institution | +$739.2K +24.5K shares |
GOLDMAN SACHS GROUP INC Institution | +$602.1K +20.0K shares |
Sovran Advisors, LLC RIA/Wealth | +$447.6K +14.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$382.1K +12.7K shares |
A Advisory Services Network, LLC RIA/Wealth | +$102.7K +3.4K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | +$70.6K +2.3K shares |
Anfield Capital Management, LLC Long Only Manager | +$30.8K +1.0K shares |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | +$1.8K +60.0 shares |
A Advisor Group Holdings, Inc. Institution | +$804.8 +27.0 shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$543.0 +18.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 MML INVESTORS SERVICES, LLC RIA/Wealth | −$28.4M −982.5K shares |
P Pacer Advisors, Inc. Institution | −$2.4M −78.2K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$486.1K −16.1K shares |
Swan Wealth Advisors, Inc. Long Only Manager | −$478.3K −15.9K shares |
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth | −$462.8K −15.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PSMO in Q3 2025
- New Positions
- 3
- New Value
- $1.1M
- Exited Positions
- 1
- Exited Value
- $28.4M
New Positions
| Institution | Position Value |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $602.1K 20.0K shares |
Sovran Advisors, LLC RIA/Wealth | $447.6K 14.7K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | $70.6K 2.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $28.4M 982.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in PSMO 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 PSMO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Swan Wealth Advisors, Inc. Long Only Manager | 2.78% $62.9M |
P Pacer Advisors, Inc. Institution | 0.18% $61.0M |
Anfield Capital Management, LLC Long Only Manager | 0.15% $499.3K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.09% $602.3K |
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth | 0.07% $406.8K |
Sovran Advisors, LLC RIA/Wealth | 0.04% $447.6K |
O OLD MISSION CAPITAL LLC Institution | 0.03% $739.2K |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | 0.00% $1.2M |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $70.6K |
A Advisory Services Network, LLC RIA/Wealth | 0.00% $102.7K |
Hedge Fund Spotlight
Discover hedge funds investing in PSMO
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
P
Position in Pacer Swan SOS Moderate
- Market Value
- $382.1K
- Shares Held
- 12.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q2
| 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% |
