Pacer Swan SOS Flex (January) ETF
PSFD
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ROIC.AI
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- Pacer Swan SOS Flex (January) ETF (PSFD) is an actively managed exchange-traded fund that employs a structured outcome strategy to provide investors with exposure to the price return of the SPDR S&P 500 ETF Trust (SPY) up to a predetermined cap, while offering a buffer against a specified percentage of SPY losses over a one-year target outcome period from January 2 to December 31 each year; the fund invests substantially all of its assets in customizable FLEX Options referencing SPY, which are exchange-traded option contracts guaranteed by the Options Clearing Corporation. Launched in December 2020 as part of the Pacer Swan SOS ETF family, PSFD targets a cap of 13.52% (before 0.60% fees and expenses) and features a flex buffer level for the 2025 period, alongside sister funds Pacer Swan SOS Conservative (January) ETF (PSCX) and Pacer Swan SOS Moderate (January) ETF (PSMD); the series is sub-advised by Swan Global Investments, LLC and serves investors seeking defined risk-managed exposure to large-cap U.S. equities. Pacer ETFs, the issuer headquartered in Malvern, Pennsylvania and founded in 2015 through Pacer Financial (established 2004), distributes PSFD and over 45 other strategy-driven ETFs across six series including Trendpilot, Cash Cows Index, Leaders, Factor, Custom, and Swan SOS, with total assets under management exceeding $46 billion as of December 2024. In January 2025, Pacer ETFs reset caps and buffers for the January SOS series including PSFD following strong 2024 performance, amid broader firm expansions such as launching 10 new funds (e.g., Pacer US Cash Cows Bond ETF - MILK, Pacer Nasdaq-100 Cash Cows Leaders ETF), entering European markets, and forming a strategic partnership with Save for FDIC-backed cash-management solutions incorporating Pacer ETFs; earlier milestones include the 2020 partnership with Swan Global Investments to debut the SOS family and multiple fund acquisitions to bolster factor-based offerings. The fund operates primarily in the U.S. market, trading on Cboe BZX, with net assets of approximately $49 million and targets institutional and retail investors focused on downside protection in volatile equity environments.