PWS icon

Pacer WealthShield ETF
PWS

Overview Fund Activity

16 hedge funds and large institutions have $49.9M invested in Pacer WealthShield ETF in 2021 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
–
Increased
3
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$742K
2
Bank of America
2
Bank of America
North Carolina
$321K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$336K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.42M
2
F
2
F3Logic
Minnesota
$22.1M
3
AI
3
Atria Investments
North Carolina
$5.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$352K
5
VC
5
Veracity Capital
Georgia
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$22.1M 709,032 -269,383 -28%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.42M 205,966 -451,952 -69%
WP
3
WealthShield Partners
North Carolina
$5.63M 180,663 -16,982 -9%
AI
4
Atria Investments
North Carolina
$5.38M 172,545 -268,374 -61%
EP
5
Eudaimonia Partners
Tennessee
$4.29M 137,783 -14,508 -10%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.02M 64,924 -4,915 -7%
VC
7
Veracity Capital
Georgia
$1.31M 42,110 -21,938 -34%
LPL Financial
8
LPL Financial
California
$742K 23,796 +14,585 +158%
Goldman Sachs
9
Goldman Sachs
New York
$379K 12,163 – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$352K 11,309 -35,277 -76%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$336K 10,781 +6,978 +183%
Bank of America
12
Bank of America
North Carolina
$321K 10,292 +9,624 +1,441%
SFSG
13
Sound Financial Strategies Group
Mississippi
$296K 9,488 -1,505 -14%
GWM
14
Geneos Wealth Management
Colorado
$295K 9,226 – –
PCA
15
Providence Capital Advisors
North Carolina
$18K 578 – –
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$5K 150 – –
FAIM
17
Financial Advocates Investment Management
Washington
– – -11,941 Closed
Wells Fargo
18
Wells Fargo
California
– – -1 Closed
IA
19
IFP Advisors
Florida
– – – –
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –