Pacer WealthShield ETF
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.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
18% more funds holding
Funds holding: 17 → 20 (+3)
13.65% less ownership
Funds ownership: 77.25% → 63.6% (-14%)
37% less capital invested
Capital invested by funds: $30.2M → $19.1M (-$11.1M)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.23M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$796K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$491K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$380K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$90.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.99M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.02M |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$725K |
| 4 |
EA
Eudaimonia Advisors
Winchester,
Tennessee
|
-$227K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$168K |
PWS Hedge Fund Activity: Q4 2022 in Review
20 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q4 2022, worth a combined $19.1M — down 37% from $30.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PWS positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.23M. The largest seller was Envestnet Asset Management, cutting an estimated $6.99M.
- 20 institutional investors held Pacer WealthShield ETF (PWS) as of Q4 2022, up from 17 in Q3 2022.
- Funds reported $19.1M of Pacer WealthShield ETF stock for Q4 2022, down 37% quarter-over-quarter.
- 6 funds opened new Pacer WealthShield ETF positions in Q4 2022 and 3 closed out, a net change of +3 holders.
- The largest Pacer WealthShield ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $1.23M added.
- The largest Pacer WealthShield ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $6.99M sold.
Based on aggregated 13F filings for Q4 2022.