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Pacer WealthShield ETF
PWS

Overview Fund Activity

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.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
2
Increased
4
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$370K
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$1.27M
3
UBS Group
3
UBS Group
Switzerland
$32K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.23M
5
KAS
5
Kestra Advisory Services
Texas
$286K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.35M
2
EP
2
Eudaimonia Partners
Tennessee
$3.84M
3
LPL Financial
3
LPL Financial
California
$462K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$665K
5
F
5
F3Logic
Minnesota
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.35M 206,595 -28,328 -12%
EP
2
Eudaimonia Partners
Tennessee
$3.84M 124,936 -26,373 -17%
WP
3
WealthShield Partners
North Carolina
$3.15M 102,434 -3,666 -3%
SFSG
4
Sound Financial Strategies Group
Mississippi
$1.27M 41,473 +10,150 +32%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.23M 39,961 +446 +1%
Bank of America
6
Bank of America
North Carolina
$1.13M 36,640 -5,279 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$665K 21,670 -16,531 -43%
F
8
F3Logic
Minnesota
$591K 19,235 -14,416 -43%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$496K 16,167 -5,749 -26%
LPL Financial
10
LPL Financial
California
$462K 15,060 -18,132 -55%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$370K 12,045 +12,045 New
KAS
12
Kestra Advisory Services
Texas
$286K 9,312 +31 +0.3%
EA
13
Eudaimonia Advisors
Tennessee
$249K 8,110 -73 -0.9%
UBS Group
14
UBS Group
Switzerland
$32K 1,044 +947 +976%
Morgan Stanley
15
Morgan Stanley
New York
$23K 750 – –
C
16
Covestor
United Kingdom
$5K 163 -18 -10%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$5K 150 – –
VC
18
Veracity Capital
Georgia
– – -7,781 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
20
Wells Fargo
California
– – – –
Fidelity Investments
21
Fidelity Investments
Massachusetts
$0 1 +1 New