Pacer WealthShield ETF
18 hedge funds and large institutions have $77.8M invested in Pacer WealthShield ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 0 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
97% more capital invested
Capital invested by funds: $39.5M → $77.8M (+$38.3M)
24.55% more ownership
Funds ownership: 123.58% → 148.13% (+25%)
13% more funds holding
Funds holding: 16 → 18 (+2)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$12.1M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$1.54M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$297K |
| 4 |
LPL Financial
San Diego,
California
|
+$252K |
| 5 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$5.87M |
| 2 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$2.67M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$237K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$161K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$61.1K |
PWS Hedge Fund Activity: Q4 2020 in Review
18 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q4 2020, worth a combined $77.8M — up 97% from $39.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PWS positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $12.1M. The largest seller was Sound Financial Strategies Group, cutting an estimated $5.87M.
- 18 institutional investors held Pacer WealthShield ETF (PWS) as of Q4 2020, up from 16 in Q3 2020.
- Funds reported $77.8M of Pacer WealthShield ETF stock for Q4 2020, up 97% quarter-over-quarter.
- 2 funds opened new Pacer WealthShield ETF positions in Q4 2020 and 0 closed out, a net change of +2 holders.
- The largest Pacer WealthShield ETF buyer in Q4 2020 was Atria Investments, an estimated $12.1M added.
- The largest Pacer WealthShield ETF seller in Q4 2020 was Sound Financial Strategies Group, an estimated $5.87M sold.
Based on aggregated 13F filings for Q4 2020.