Pacer WealthShield ETF
20 hedge funds and large institutions have $95.8M invested in Pacer WealthShield ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
5% more funds holding
Funds holding: 19 → 20 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $98M → $95.8M (-$2.2M)
21.93% less ownership
Funds ownership: 107.79% → 85.86% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
+$4.58M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.99M |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$1.18M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$831K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$7.98M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.53M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$761K |
| 4 |
Jane Street
New York
|
-$552K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$265K |
PWS Hedge Fund Activity: Q2 2019 in Review
20 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q2 2019, worth a combined $95.8M — down 2.2% from $98M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PWS positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.
The largest buyer was F3Logic, adding an estimated $4.58M. The largest seller was WealthShield Partners, cutting an estimated $7.98M.
- 20 institutional investors held Pacer WealthShield ETF (PWS) as of Q2 2019, up from 19 in Q1 2019.
- Funds reported $95.8M of Pacer WealthShield ETF stock for Q2 2019, down 2.2% quarter-over-quarter.
- 3 funds opened new Pacer WealthShield ETF positions in Q2 2019 and 2 closed out, a net change of +1 holder.
- The largest Pacer WealthShield ETF buyer in Q2 2019 was F3Logic, an estimated $4.58M added.
- The largest Pacer WealthShield ETF seller in Q2 2019 was WealthShield Partners, an estimated $7.98M sold.
Based on aggregated 13F filings for Q2 2019.