Pacer WealthShield ETF
15 hedge funds and large institutions have $66.9M invested in Pacer WealthShield ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,135% more capital inflows, than outflows
Capital inflows: $14.8M | Capital outflows: $1.2M
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
25% more funds holding
Funds holding: 12 → 15 (+3)
15.55% more ownership
Funds ownership: 60.07% → 75.62% (+16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.04M |
| 2 |
WealthShield Partners
Cary,
North Carolina
|
+$2.54M |
| 3 |
BB&T Securities
Richmond,
Virginia
|
+$1.49M |
| 4 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.33M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.15M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$42.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2K |
PWS Hedge Fund Activity: Q3 2018 in Review
15 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q3 2018, worth a combined $66.9M — up 28% from $52.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PWS positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.04M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $1.15M sold.
- 15 institutional investors held Pacer WealthShield ETF (PWS) as of Q3 2018, up from 12 in Q2 2018.
- Funds reported $66.9M of Pacer WealthShield ETF stock for Q3 2018, up 28% quarter-over-quarter.
- 5 funds opened new Pacer WealthShield ETF positions in Q3 2018 and 2 closed out, a net change of +3 holders.
- The largest Pacer WealthShield ETF buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $5.04M added.
- The largest Pacer WealthShield ETF seller in Q3 2018 was Royal Bank of Canada, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2018.