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Pacer WealthShield ETF
PWS

Overview Fund Activity

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.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
5
Increased
2
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VC
1
Veracity Capital
Georgia
$20M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$6.16M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20M
4
EP
4
Eudaimonia Partners
Tennessee
$2.42M
5
Truist Financial
5
Truist Financial
North Carolina
$355K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$81K
2
WP
2
WealthShield Partners
North Carolina
$8.15M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$931K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$256K
5
GWM
5
Geneos Wealth Management
Colorado
$249K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20M 832,980 +186,986 +29%
VC
2
Veracity Capital
Georgia
$20M 832,620 +832,620 New
F
3
F3Logic
Minnesota
$18.7M 777,921 -7,517 -1%
WP
4
WealthShield Partners
North Carolina
$8.15M 339,286 -76,857 -18%
SFSG
5
Sound Financial Strategies Group
Mississippi
$6.16M 256,414 +256,414 New
EP
6
Eudaimonia Partners
Tennessee
$2.42M 100,837 +100,837 New
WS
7
Wedbush Securities
California
$1.45M 60,126 +3,527 +6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$931K 38,750 -30,294 -44%
GLA
9
Good Life Advisors
Pennsylvania
$633K 26,424 -803 -3%
FAIM
10
Financial Advocates Investment Management
Washington
$425K 17,680 -3,304 -16%
Truist Financial
11
Truist Financial
North Carolina
$355K 14,790 +14,790 New
Citadel Advisors
12
Citadel Advisors
Florida
$337K 14,041 -4,304 -23%
Goldman Sachs
13
Goldman Sachs
New York
$292K 12,163 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$256K 10,637 -21,175 -67%
GWM
15
Geneos Wealth Management
Colorado
$249K 10,387 -15,273 -60%
AG
16
Advisor Group
Arizona
$136K 5,664 -8,143 -59%
UBS Group
17
UBS Group
Switzerland
$126K 5,253 +5,253 New
Bank of America
18
Bank of America
North Carolina
$81K 3,377 -942,933 -100%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$4K 150 – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– – -13,697 Closed
FAAS
21
First Allied Advisory Services
California
– – -6,122 Closed
Wells Fargo
22
Wells Fargo
California
– – -655 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
$0 1 -46 -98%
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –
IA
25
IFP Advisors
Florida
– – – –