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Pacer WealthShield ETF

19 hedge funds and large institutions have $53.5M invested in Pacer WealthShield ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
8
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
F
1
F3Logic
Minnesota
$22.5M 693,746 -15,286 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.93M 244,736 +38,770 +19%
WP
3
WealthShield Partners
North Carolina
$6.75M 208,431 +27,768 +15%
EP
4
Eudaimonia Partners
Tennessee
$5.12M 158,153 +20,370 +15%
AI
5
Atria Investments
North Carolina
$5M 154,387 -18,158 -11%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.03M 62,748 -2,176 -3%
LPL Financial
7
LPL Financial
California
$956K 29,501 +5,705 +24%
Bank of America
8
Bank of America
North Carolina
$677K 20,882 +10,590 +103%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$660K 20,377 +9,068 +80%
CP
10
Castleview Partners
Texas
$410K 12,639 +12,639 New
Goldman Sachs
11
Goldman Sachs
New York
$407K 12,564 +401 +3%
SFSG
12
Sound Financial Strategies Group
Mississippi
$319K 9,845 +357 +4%
VC
13
Veracity Capital
Georgia
$312K 9,614 -32,496 -77%
KAS
14
Kestra Advisory Services
Texas
$238K 7,356 +7,356 New
UBS Group
15
UBS Group
Switzerland
$69K 2,131 +2,131 New
GWM
16
Geneos Wealth Management
Colorado
$61K 1,880 -7,346 -80%
PCA
17
Providence Capital Advisors
North Carolina
$19K 578
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13K 410 -10,371 -96%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$5K 150
IA
20
IFP Advisors
Florida
CFGS
21
Concourse Financial Group Securities
Alabama
Wells Fargo
22
Wells Fargo
California