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Pacer WealthShield ETF
PWS

Overview Fund Activity

19 hedge funds and large institutions have $53M invested in Pacer WealthShield ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and closing their positions.

Holders
19
Holders Change
–
Holders Change %
0%
% 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
1
Increased
8
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.45M
2
F
2
F3Logic
Minnesota
$22.9M
3
Bank of America
3
Bank of America
North Carolina
$831K
4
LPL Financial
4
LPL Financial
California
$1.03M
5
AI
5
Atria Investments
North Carolina
$4.98M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.47M
3
WP
3
WealthShield Partners
North Carolina
$6.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$464K
5
EP
5
Eudaimonia Partners
Tennessee
$4.99M
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$22.9M 719,435 +25,689 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.47M 234,503 -10,233 -4%
WP
3
WealthShield Partners
North Carolina
$6.38M 200,110 -8,321 -4%
EP
4
Eudaimonia Partners
Tennessee
$4.99M 156,492 -1,661 -1%
AI
5
Atria Investments
North Carolina
$4.98M 156,156 +1,769 +1%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.5M 47,148 -15,600 -25%
Goldman Sachs
7
Goldman Sachs
New York
$1.45M 45,325 +32,761 +261%
LPL Financial
8
LPL Financial
California
$1.03M 32,315 +2,814 +10%
Bank of America
9
Bank of America
North Carolina
$831K 26,081 +5,199 +25%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$464K 14,574 -5,803 -28%
SFSG
11
Sound Financial Strategies Group
Mississippi
$317K 9,940 +95 +1%
VC
12
Veracity Capital
Georgia
$287K 9,001 -613 -6%
KAS
13
Kestra Advisory Services
Texas
$272K 8,525 +1,169 +16%
UBS Group
14
UBS Group
Switzerland
$87K 2,716 +585 +27%
GWM
15
Geneos Wealth Management
Colorado
$23K 741 -1,139 -61%
PCA
16
Providence Capital Advisors
North Carolina
$18K 578 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13K 400 -10 -2%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$5K 150 – –
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –
IA
20
IFP Advisors
Florida
– – – –
Wells Fargo
21
Wells Fargo
California
$0 1 +1 New