Pacer Swan SOS Moderate ETF
PSMR • BATS
Pacer Swan SOS Moderate ETF is an exchange-traded fund on BATS. As of Q3 2025, 14 institutional investors hold shares in this ETF, with total holdings valued at $157.7M. Swan Wealth Advisors, Inc. is the largest holder with a position valued at $73.5M.
Overview
Overview of institutional ownership in PSMR as of Q3 2025
All Institutions
- Institutions
- 14
- Value Held
- $157.7M
- Shares Held
- 5.4M
- Avg Position
- $11.3M
- Median Position
- $834.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in PSMR as of Q3 2025
| Institution | Position Value |
|---|---|
 Swan Wealth Advisors, Inc. Long Only Manager | $73.5M 3.25% of portfolio |
P Pacer Advisors, Inc. Institution | $73.5M 0.21% of portfolio |
 Anfield Capital Management, LLC Long Only Manager | $2.7M 0.80% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.1M 0.00% of portfolio |
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth | $1.4M 0.23% of portfolio |
L LPL Financial LLC Institution | $1.3M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $927.9K 0.00% of portfolio |
Cornerstone Wealth Group, LLC RIA/Wealth | $741.0K 0.05% of portfolio |
J JANE STREET GROUP, LLC Institution | $575.3K 0.00% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $432.1K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PSMR in Q3 2025
- Traded
- −$11.5M
- Buyers
- 4
- Sellers
- 8
- Total Bought
- +$2.8M
- Total Sold
- −$14.2M
- Avg Position
- $10.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.1M +72.4K shares |
J JANE STREET GROUP, LLC Institution | +$575.3K +19.7K shares |
O OLD MISSION CAPITAL LLC Institution | +$56.3K +1.9K shares |
 UBS Group AG Institution | +$26.7K +912.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Kestra Advisory Services, LLC RIA/Wealth | −$8.8M −310.9K shares |
Swan Wealth Advisors, Inc. Long Only Manager | −$2.3M −79.4K shares |
P Pacer Advisors, Inc. Institution | −$2.3M −79.4K shares |
L LPL Financial LLC Institution | −$399.7K −13.7K shares |
Anfield Capital Management, LLC Long Only Manager | −$167.5K −5.7K shares |
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth | −$164.6K −5.6K shares |
A Advisor Group Holdings, Inc. Institution | −$14.5K −500.0 shares |
A Advisory Services Network, LLC RIA/Wealth | −$4.4K −150.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PSMR in Q3 2025
- New Positions
- 1
- New Value
- $2.1M
- Exited Positions
- 1
- Exited Value
- $8.8M
New Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.1M 72.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kestra Advisory Services, LLC RIA/Wealth | $8.8M 310.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in PSMR 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 PSMR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Swan Wealth Advisors, Inc. Long Only Manager | 3.25% $73.5M |
Anfield Capital Management, LLC Long Only Manager | 0.80% $2.7M |
B BRASS TAX WEALTH MANAGEMENT, INC RIA/Wealth | 0.23% $1.4M |
P Pacer Advisors, Inc. Institution | 0.21% $73.5M |
Cornerstone Wealth Group, LLC RIA/Wealth | 0.05% $741.0K |
O OLD MISSION CAPITAL LLC Institution | 0.02% $368.7K |
 INTEGRITY ALLIANCE, LLC. RIA/Wealth | 0.01% $229.8K |
A Advisory Services Network, LLC RIA/Wealth | 0.01% $432.1K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $2.1M |
A Advisor Group Holdings, Inc. Institution | 0.00% $927.9K |