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Pacer WealthShield ETF
PWS

Overview Fund Activity

20 hedge funds and large institutions have $19.1M invested in Pacer WealthShield ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
4
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.21M
2
PA
2
PFG Advisors
Arizona
$1.08M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$566K
4
WP
4
WealthShield Partners
North Carolina
$3.03M
5
GBS
5
Gallagher Benefit Services
Illinois
$358K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.99M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.96M
3
EP
3
Eudaimonia Partners
Tennessee
$1.52M
4
EA
4
Eudaimonia Advisors
Tennessee
$0
5
Bank of America
5
Bank of America
North Carolina
$691K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.99M 209,189 -240,959 -54%
WP
2
WealthShield Partners
North Carolina
$3.03M 105,688 +13,113 +14%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.96M 68,378 -207,486 -75%
EP
4
Eudaimonia Partners
Tennessee
$1.52M 53,141 -25,014 -32%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.21M 42,409 +42,409 New
SFSG
6
Sound Financial Strategies Group
Mississippi
$1.2M 41,980 -2,541 -6%
PA
7
PFG Advisors
Arizona
$1.08M 37,624 +27,462 +270%
Bank of America
8
Bank of America
North Carolina
$691K 24,120 -5,795 -19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$566K 19,752 +16,929 +600%
F
10
F3Logic
Minnesota
$358K 12,504 – –
GBS
11
Gallagher Benefit Services
Illinois
$358K 12,504 +12,504 New
GVAG
12
Great Valley Advisor Group
Delaware
$330K 11,527 -350 -3%
SWP
13
Stratos Wealth Partners
Ohio
$295K 10,310 -300 -3%
KAS
14
Kestra Advisory Services
Texas
$270K 9,411 +77 +0.8%
UBS Group
15
UBS Group
Switzerland
$150K 5,231 -399 -7%
BAM
16
Belpointe Asset Management
Nevada
$89K 3,106 +3,106 New
Morgan Stanley
17
Morgan Stanley
New York
$21.5K 750 – –
EWA
18
EverSource Wealth Advisors
Alabama
$4.58K 160 +160 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$401 14 +14 New
Wells Fargo
20
Wells Fargo
California
$29 1 +1 New
EA
21
Eudaimonia Advisors
Tennessee
– – -7,836 Closed
C
22
Covestor
United Kingdom
– – -87 Closed
HGERS
23
Householder Group Estate & Retirement Specialist
Arizona
– – -79 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –