Pacer WealthShield ETF
19 hedge funds and large institutions have $74.1M invested in Pacer WealthShield ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 20 → 19 (-1)
11.67% less ownership
Funds ownership: 85.86% → 74.19% (-12%)
23% less capital invested
Capital invested by funds: $95.8M → $74.1M (-$21.7M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.12M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$511K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$436K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
+$199K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
-$8.26M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$6.37M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.6M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$513K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$473K |
PWS Hedge Fund Activity: Q3 2019 in Review
19 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q3 2019, worth a combined $74.1M — down 23% from $95.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PWS and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.
The largest buyer was Bank of America, adding an estimated $1.12M. The largest seller was F3Logic, cutting an estimated $8.26M.
- 19 institutional investors held Pacer WealthShield ETF (PWS) as of Q3 2019, down from 20 in Q2 2019.
- Funds reported $74.1M of Pacer WealthShield ETF stock for Q3 2019, down 23% quarter-over-quarter.
- 3 funds opened new Pacer WealthShield ETF positions in Q3 2019 and 4 closed out, a net change of -1 holder.
- The largest Pacer WealthShield ETF buyer in Q3 2019 was Bank of America, an estimated $1.12M added.
- The largest Pacer WealthShield ETF seller in Q3 2019 was F3Logic, an estimated $8.26M sold.
Based on aggregated 13F filings for Q3 2019.