Pacer WealthShield ETF
17 hedge funds and large institutions have $30.2M invested in Pacer WealthShield ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.
50% more capital invested
Capital invested by funds: $20.1M → $30.2M (+$10.1M)
11.68% more ownership
Funds ownership: 65.57% → 77.25% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 18 → 17 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.45M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.22M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$364K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$325K |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$1.43M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$577K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$496K |
| 4 |
LPL Financial
San Diego,
California
|
-$462K |
| 5 |
JP Morgan Chase
New York
|
-$370K |
PWS Hedge Fund Activity: Q3 2022 in Review
17 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q3 2022, worth a combined $30.2M — up 50% from $20.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PWS and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.
The largest buyer was Envestnet Asset Management, adding an estimated $7.45M. The largest seller was Eudaimonia Partners, cutting an estimated $1.43M.
- 17 institutional investors held Pacer WealthShield ETF (PWS) as of Q3 2022, down from 18 in Q2 2022.
- Funds reported $30.2M of Pacer WealthShield ETF stock for Q3 2022, up 50% quarter-over-quarter.
- 4 funds opened new Pacer WealthShield ETF positions in Q3 2022 and 5 closed out, a net change of -1 holder.
- The largest Pacer WealthShield ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $7.45M added.
- The largest Pacer WealthShield ETF seller in Q3 2022 was Eudaimonia Partners, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2022.