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Pacer WealthShield ETF
PWS

Overview Fund Activity

17 hedge funds and large institutions have $13.6M invested in Pacer WealthShield ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
5
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
1
Napa Wealth Management
California
$5.62M
2
LPL Financial
2
LPL Financial
California
$3.17M
3
Raymond James Financial
3
Raymond James Financial
Florida
$117K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$390K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$524K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1K
2
Jane Street
2
Jane Street
New York
$0
3
KAS
3
Kestra Advisory Services
Texas
$0
4
CIA
4
Concurrent Investment Advisors
Florida
$645K
5
WP
5
WealthShield Partners
North Carolina
$411K
Name Market Value Shares Shares
Change 		Shares
Change %
NWM
1
Napa Wealth Management
California
$5.62M 185,345 +168,648 +1,010%
LPL Financial
2
LPL Financial
California
$3.17M 104,672 +104,672 New
OP
3
ORG Partners
Indiana
$1.34M 44,229 -146 -0.3%
OWP
4
ORG Wealth Partners
Texas
$672K 22,195 +1,612 +8%
CIA
5
Concurrent Investment Advisors
Florida
$645K 21,278 -8,350 -28%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$524K 17,286 +2,651 +18%
AI
7
Atria Investments
North Carolina
$430K 14,163 +25 +0.2%
WP
8
WealthShield Partners
North Carolina
$411K 13,542 -390 -3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$390K 12,873 +3,405 +36%
GFA
10
Gallagher Fiduciary Advisors
Illinois
$201K 6,623 – –
Raymond James Financial
11
Raymond James Financial
Florida
$117K 3,857 +3,857 New
AF
12
Allworth Financial
California
$87.9K 2,898 – –
Bank of America
13
Bank of America
North Carolina
$17.6K 579 -23 -4%
WOSD
14
WFA of San Diego
California
$3.43K 113 +113 New
UBS Group
15
UBS Group
Switzerland
$1.61K 53 +53 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K 32 -35,047 -100%
Wells Fargo
17
Wells Fargo
California
$30 1 – –
Jane Street
18
Jane Street
New York
– – -13,419 Closed
KAS
19
Kestra Advisory Services
Texas
– – -9,367 Closed