Pacer WealthShield ETF
14 hedge funds and large institutions have $65M invested in Pacer WealthShield ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
13.83% less ownership
Funds ownership: 77.23% → 63.4% (-14%)
30% less funds holding
Funds holding: 20 → 14 (-6)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
83% less capital inflows, than outflows
Capital inflows: $2.62M | Capital outflows: $15.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F3Logic
Burnsville,
Minnesota
|
+$890K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$452K |
| 3 |
Eudaimonia Partners
Winchester,
Tennessee
|
+$333K |
| 4 |
Financial Advocates Investment Management
Olympia,
Washington
|
+$89.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Veracity Capital
Atlanta,
Georgia
|
-$5.75M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.24M |
| 3 |
WealthShield Partners
Cary,
North Carolina
|
-$3.11M |
| 4 |
Wedbush Securities
Los Angeles,
California
|
-$1.44M |
| 5 |
Sound Financial Strategies Group
Madison,
Mississippi
|
-$650K |
PWS Hedge Fund Activity: Q1 2020 in Review
14 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q1 2020, worth a combined $65M — down 19% from $80.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PWS and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 3 added.
The largest buyer was F3Logic, adding an estimated $890K. The largest seller was Veracity Capital, cutting an estimated $5.75M.
- 14 institutional investors held Pacer WealthShield ETF (PWS) as of Q1 2020, down from 20 in Q4 2019.
- Funds reported $65M of Pacer WealthShield ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 2 funds opened new Pacer WealthShield ETF positions in Q1 2020 and 6 closed out, a net change of -4 holders.
- The largest Pacer WealthShield ETF buyer in Q1 2020 was F3Logic, an estimated $890K added.
- The largest Pacer WealthShield ETF seller in Q1 2020 was Veracity Capital, an estimated $5.75M sold.
Based on aggregated 13F filings for Q1 2020.