Pacer WealthShield ETF
19 hedge funds and large institutions have $98M invested in Pacer WealthShield ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
36% more capital invested
Capital invested by funds: $71.8M → $98M (+$26.1M)
28.4% more ownership
Funds ownership: 79.39% → 107.79% (+28%)
12% more funds holding
Funds holding: 17 → 19 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.57M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.99M |
| 4 |
F
F3Logic
Burnsville,
Minnesota
|
+$1.93M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.18M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$84K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$81.9K |
PWS Hedge Fund Activity: Q1 2019 in Review
19 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q1 2019, worth a combined $98M — up 36% from $71.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PWS positions and 1 closed out — a net gain of 2 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was Envestnet Asset Management, cutting an estimated $5.18M.
- 19 institutional investors held Pacer WealthShield ETF (PWS) as of Q1 2019, up from 17 in Q4 2018.
- Funds reported $98M of Pacer WealthShield ETF stock for Q1 2019, up 36% quarter-over-quarter.
- 3 funds opened new Pacer WealthShield ETF positions in Q1 2019 and 1 closed out, a net change of +2 holders.
- The largest Pacer WealthShield ETF buyer in Q1 2019 was Bank of America, an estimated $19.6M added.
- The largest Pacer WealthShield ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $5.18M sold.
Based on aggregated 13F filings for Q1 2019.