Pacer WealthShield ETF
17 hedge funds and large institutions have $71.8M invested in Pacer WealthShield ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
13% more funds holding
Funds holding: 15 → 17 (+2)
7% more capital invested
Capital invested by funds: $66.9M → $71.8M (+$4.99M)
3.77% more ownership
Funds ownership: 75.62% → 79.39% (+3.8%)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
+$20.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$266K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$247K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18.6M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$8.99M |
| 3 |
Jane Street
New York
|
-$1.19M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$755K |
| 5 |
LPL Financial
San Diego,
California
|
-$749K |
PWS Hedge Fund Activity: Q4 2018 in Review
17 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q4 2018, worth a combined $71.8M — up 7.5% from $66.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PWS positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was F3Logic, adding an estimated $20.4M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $18.6M sold.
- 17 institutional investors held Pacer WealthShield ETF (PWS) as of Q4 2018, up from 15 in Q3 2018.
- Funds reported $71.8M of Pacer WealthShield ETF stock for Q4 2018, up 7.5% quarter-over-quarter.
- 4 funds opened new Pacer WealthShield ETF positions in Q4 2018 and 2 closed out, a net change of +2 holders.
- The largest Pacer WealthShield ETF buyer in Q4 2018 was F3Logic, an estimated $20.4M added.
- The largest Pacer WealthShield ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2018.