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Pacer WealthShield ETF
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Overview Fund Activity

16 hedge funds and large institutions have $39.5M invested in Pacer WealthShield ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
1
Increased
4
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.15M
2
WP
2
WealthShield Partners
North Carolina
$4.99M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.93M
4
PCA
4
Providence Capital Advisors
North Carolina
$15K
5
F
5
F3Logic
Minnesota
$23.5K

Top Sellers

1
VC
1
Veracity Capital
Georgia
$4.11M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$154K
4
EP
4
Eudaimonia Partners
Tennessee
$3.74M
5
SFSG
5
Sound Financial Strategies Group
Mississippi
$5.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.5M 647,098 -108,311 -14%
SFSG
2
Sound Financial Strategies Group
Mississippi
$5.73M 225,159 -8,956 -4%
WP
3
WealthShield Partners
North Carolina
$4.99M 195,888 +13,879 +8%
VC
4
Veracity Capital
Georgia
$4.11M 161,648 -229,560 -59%
EP
5
Eudaimonia Partners
Tennessee
$3.74M 147,089 -17,826 -11%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.93M 75,708 +3,954 +6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.15M 45,144 +23,720 +111%
FAIM
8
Financial Advocates Investment Management
Washington
$524K 20,591 -860 -4%
Goldman Sachs
9
Goldman Sachs
New York
$310K 12,163 – –
GWM
10
Geneos Wealth Management
Colorado
$259K 10,387 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$154K 6,033 -18,852 -76%
Bank of America
12
Bank of America
North Carolina
$43K 1,670 – –
F
13
F3Logic
Minnesota
$23.5K 922,389 +54,432 +6%
PCA
14
Providence Capital Advisors
North Carolina
$15K 578 +578 New
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$4K 150 – –
Truist Financial
16
Truist Financial
North Carolina
– – -9,250 Closed
Wells Fargo
17
Wells Fargo
California
$0 1 -897 -100%
Fidelity Investments
18
Fidelity Investments
Massachusetts
– – -1 Closed
IA
19
IFP Advisors
Florida
– – – –
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –