Pacer WealthShield ETF
20 hedge funds and large institutions have $80.7M invested in Pacer WealthShield ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
47.97% more ownership
Funds ownership: 74.19% → 122.16% (+48%)
9% more capital invested
Capital invested by funds: $74.1M → $80.7M (+$6.65M)
5% more funds holding
Funds holding: 19 → 20 (+1)
82% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.35M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$344K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$122K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
+$82.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$22M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$1.79M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$706K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$493K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$356K |
PWS Hedge Fund Activity: Q4 2019 in Review
20 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q4 2019, worth a combined $80.7M — up 9% from $74.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PWS positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.35M. The largest seller was Bank of America, cutting an estimated $22M.
- 20 institutional investors held Pacer WealthShield ETF (PWS) as of Q4 2019, up from 19 in Q3 2019.
- Funds reported $80.7M of Pacer WealthShield ETF stock for Q4 2019, up 9% quarter-over-quarter.
- 5 funds opened new Pacer WealthShield ETF positions in Q4 2019 and 3 closed out, a net change of +2 holders.
- The largest Pacer WealthShield ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $4.35M added.
- The largest Pacer WealthShield ETF seller in Q4 2019 was Bank of America, an estimated $22M sold.
Based on aggregated 13F filings for Q4 2019.