PWS icon

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.

Holders
14
Holders Change
-6
Holders Change %
-30%
% of All Funds
0.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
2
Increased
3
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
F
1
F3Logic
Minnesota
$19.2M 815,416 +37,495 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.4M 696,500 -136,480 -16%
VC
3
Veracity Capital
Georgia
$13.9M 590,516 -242,104 -29%
SFSG
4
Sound Financial Strategies Group
Mississippi
$5.4M 229,058 -27,356 -11%
WP
5
WealthShield Partners
North Carolina
$4.91M 208,381 -130,905 -39%
EP
6
Eudaimonia Partners
Tennessee
$2.71M 114,844 +14,007 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$852K 36,149 +36,149 New
FAIM
8
Financial Advocates Investment Management
Washington
$506K 21,451 +3,771 +21%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$448K 19,018 +19,018 New
Goldman Sachs
10
Goldman Sachs
New York
$287K 12,163
GWM
11
Geneos Wealth Management
Colorado
$249K 10,387
Bank of America
12
Bank of America
North Carolina
$79K 3,365 -12 -0.4%
UBS Group
13
UBS Group
Switzerland
$16K 661 -4,592 -87%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$4K 150
WS
15
Wedbush Securities
California
-60,126 Closed
GLA
16
Good Life Advisors
Pennsylvania
-26,424 Closed
Truist Financial
17
Truist Financial
North Carolina
-14,790 Closed
Citadel Advisors
18
Citadel Advisors
Florida
-14,041 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-10,637 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
-1 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
IA
22
IFP Advisors
Florida