Pacer WealthShield ETF
18 hedge funds and large institutions have $20.1M invested in Pacer WealthShield ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11.4% more ownership
Funds ownership: 54.18% → 65.57% (+11%)
6% more funds holding
Funds holding: 17 → 18 (+1)
14% less capital invested
Capital invested by funds: $23.4M → $20.1M (-$3.22M)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$370K |
| 2 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$311K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$29.1K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.7K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$951 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$869K |
| 2 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$809K |
| 3 |
LPL Financial
San Diego,
California
|
-$556K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$507K |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
-$442K |
PWS Hedge Fund Activity: Q2 2022 in Review
18 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q2 2022, worth a combined $20.1M — down 14% from $23.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PWS positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $370K. The largest seller was Envestnet Asset Management, cutting an estimated $869K.
- 18 institutional investors held Pacer WealthShield ETF (PWS) as of Q2 2022, up from 17 in Q1 2022.
- Funds reported $20.1M of Pacer WealthShield ETF stock for Q2 2022, down 14% quarter-over-quarter.
- 2 funds opened new Pacer WealthShield ETF positions in Q2 2022 and 1 closed out, a net change of +1 holder.
- The largest Pacer WealthShield ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $370K added.
- The largest Pacer WealthShield ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $869K sold.
Based on aggregated 13F filings for Q2 2022.