Pacer WealthShield ETF
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.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
5.18% more ownership
Funds ownership: 100.86% → 106.04% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
5% less funds holding
Funds holding: 19 → 18 (-1)
15% less capital invested
Capital invested by funds: $53M → $45.2M (-$7.85M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.61M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$364K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$277K |
| 4 |
LPL Financial
San Diego,
California
|
+$122K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$25.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
F3Logic
Burnsville,
Minnesota
|
-$6.92M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.21M |
| 3 |
Goldman Sachs
New York
|
-$1.45M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$464K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$222K |
PWS Hedge Fund Activity: Q4 2021 in Review
18 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q4 2021, worth a combined $45.2M — down 15% from $53M a quarter earlier.
Fund positioning in PWS was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.61M. The largest seller was F3Logic, cutting an estimated $6.92M.
- 18 institutional investors held Pacer WealthShield ETF (PWS) as of Q4 2021, down from 19 in Q3 2021.
- Funds reported $45.2M of Pacer WealthShield ETF stock for Q4 2021, down 15% quarter-over-quarter.
- 4 funds opened new Pacer WealthShield ETF positions in Q4 2021 and 4 closed out, a net change of 0 holders.
- The largest Pacer WealthShield ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $5.61M added.
- The largest Pacer WealthShield ETF seller in Q4 2021 was F3Logic, an estimated $6.92M sold.
Based on aggregated 13F filings for Q4 2021.