Pacer WealthShield ETF
16 hedge funds and large institutions have $49.2M 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.
11% less funds holding
Funds holding: 18 → 16 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
58.59% less ownership
Funds ownership: 146.35% → 87.76% (-59%)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
97% less capital inflows, than outflows
Capital inflows: $953K | Capital outflows: $33.2M
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$446K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$294K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.8M |
| 2 |
F3Logic
Burnsville,
Minnesota
|
-$8.23M |
| 3 |
Atria Investments
Charlotte,
North Carolina
|
-$8.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.08M |
| 5 |
WealthShield Partners
Cary,
North Carolina
|
-$519K |
PWS Hedge Fund Activity: Q1 2021 in Review
16 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q1 2021, worth a combined $49.2M — down 36% from $76.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PWS and 0 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, adding an estimated $446K. The largest seller was Envestnet Asset Management, cutting an estimated $13.8M.
- 16 institutional investors held Pacer WealthShield ETF (PWS) as of Q1 2021, down from 18 in Q4 2020.
- Funds reported $49.2M of Pacer WealthShield ETF stock for Q1 2021, down 36% quarter-over-quarter.
- 0 funds opened new Pacer WealthShield ETF positions in Q1 2021 and 2 closed out, a net change of -2 holders.
- The largest Pacer WealthShield ETF buyer in Q1 2021 was LPL Financial, an estimated $446K added.
- The largest Pacer WealthShield ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2021.