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.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
19% more funds holding
Funds holding: 16 → 19 (+3)
17.53% more ownership
Funds ownership: 88.93% → 106.46% (+18%)
7% more capital invested
Capital invested by funds: $49.9M → $53.5M (+$3.57M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.25M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$898K |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$659K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$343K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$1.05M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$588K |
| 3 |
F
F3Logic
Burnsville,
Minnesota
|
-$495K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$336K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$238K |
PWS Hedge Fund Activity: Q2 2021 in Review
19 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q2 2021, worth a combined $53.5M — up 7.1% from $49.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PWS positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.25M. The largest seller was Veracity Capital, cutting an estimated $1.05M.
- 19 institutional investors held Pacer WealthShield ETF (PWS) as of Q2 2021, up from 16 in Q1 2021.
- Funds reported $53.5M of Pacer WealthShield ETF stock for Q2 2021, up 7.1% quarter-over-quarter.
- 3 funds opened new Pacer WealthShield ETF positions in Q2 2021 and 0 closed out, a net change of +3 holders.
- The largest Pacer WealthShield ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $1.25M added.
- The largest Pacer WealthShield ETF seller in Q2 2021 was Veracity Capital, an estimated $1.05M sold.
Based on aggregated 13F filings for Q2 2021.