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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.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
5
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13M 450,148 +243,553 +118%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.99M 275,864 +235,903 +590%
WP
3
WealthShield Partners
North Carolina
$2.68M 92,575 -9,859 -10%
EP
4
Eudaimonia Partners
Tennessee
$2.26M 78,155 -46,781 -37%
SFSG
5
Sound Financial Strategies Group
Mississippi
$1.29M 44,521 +3,048 +7%
Bank of America
6
Bank of America
North Carolina
$867K 29,915 -6,725 -18%
F
7
F3Logic
Minnesota
$363K 12,504 -6,731 -35%
GVAG
8
Great Valley Advisor Group
Delaware
$344K 11,877 +11,877 New
SWP
9
Stratos Wealth Partners
Ohio
$307K 10,610 +10,610 New
PA
10
PFG Advisors
Arizona
$294K 10,162 +10,162 New
KAS
11
Kestra Advisory Services
Texas
$270K 9,334 +22 +0.2%
EA
12
Eudaimonia Advisors
Tennessee
$227K 7,836 -274 -3%
UBS Group
13
UBS Group
Switzerland
$163K 5,630 +4,586 +439%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$82K 2,823 -18,847 -87%
Morgan Stanley
15
Morgan Stanley
New York
$22K 750
C
16
Covestor
United Kingdom
$3K 87 -76 -47%
HGERS
17
Householder Group Estate & Retirement Specialist
Arizona
$2K 79 +79 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-16,167 Closed
LPL Financial
19
LPL Financial
California
-15,060 Closed
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
-12,045 Closed
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
-150 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-1 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
Wells Fargo
24
Wells Fargo
California