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Pacer WealthShield ETF
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Overview Fund Activity

18 hedge funds and large institutions have $45.2M invested in Pacer WealthShield ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
7
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$370K
3
Bank of America
3
Bank of America
North Carolina
$1.13M
4
EA
4
Eudaimonia Advisors
Tennessee
$256K
5
LPL Financial
5
LPL Financial
California
$1.19M

Top Sellers

1
F
1
F3Logic
Minnesota
$17M
2
AI
2
Atria Investments
North Carolina
$3M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
WP
5
WealthShield Partners
North Carolina
$6.4M
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$17M 514,200 -205,235 -29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.3M 401,119 +166,616 +71%
WP
3
WealthShield Partners
North Carolina
$6.4M 193,520 -6,590 -3%
AI
4
Atria Investments
North Carolina
$3M 90,667 -65,489 -42%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.58M 47,736 +588 +1%
LPL Financial
6
LPL Financial
California
$1.19M 35,924 +3,609 +11%
Bank of America
7
Bank of America
North Carolina
$1.13M 34,308 +8,227 +32%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$370K 11,204 +10,804 +2,701%
SFSG
9
Sound Financial Strategies Group
Mississippi
$335K 10,145 +205 +2%
KAS
10
Kestra Advisory Services
Texas
$307K 9,281 +756 +9%
VC
11
Veracity Capital
Georgia
$296K 8,950 -51 -0.6%
EA
12
Eudaimonia Advisors
Tennessee
$256K 7,751 +7,751 New
PCA
13
Providence Capital Advisors
North Carolina
$19K 578 – –
CP
14
Castleview Partners
Texas
$11.6K 383,592 +383,592 New
NFG
15
Next Financial Group
Texas
$10K 297 +297 New
C
16
Covestor
United Kingdom
$6K 181 +181 New
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$5K 150 – –
UBS Group
18
UBS Group
Switzerland
$2K 47 -2,669 -98%
Goldman Sachs
19
Goldman Sachs
New York
– – -45,325 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– – -14,574 Closed
GWM
21
Geneos Wealth Management
Colorado
– – -741 Closed
Wells Fargo
22
Wells Fargo
California
– – -1 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –