Pacer WealthShield ETF
17 hedge funds and large institutions have $18.2M invested in Pacer WealthShield ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 5 closing their positions.
7.17% more ownership
Funds ownership: 63.6% → 70.77% (+7.2%)
5% less capital invested
Capital invested by funds: $19.1M → $18.2M (-$921K)
15% less funds holding
Funds holding: 20 → 17 (-3)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$331K |
| 2 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$15.6K |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$12.8K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.49K |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$618 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$1.08M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.06M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$442K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$436K |
PWS Hedge Fund Activity: Q1 2023 in Review
17 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q1 2023, worth a combined $18.2M — down 4.8% from $19.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PWS and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 3 added.
The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $331K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.21M sold.
- 17 institutional investors held Pacer WealthShield ETF (PWS) as of Q1 2023, down from 20 in Q4 2022.
- Funds reported $18.2M of Pacer WealthShield ETF stock for Q1 2023, down 4.8% quarter-over-quarter.
- 4 funds opened new Pacer WealthShield ETF positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest Pacer WealthShield ETF buyer in Q1 2023 was Gallagher Fiduciary Advisors, an estimated $331K added.
- The largest Pacer WealthShield ETF seller in Q1 2023 was Susquehanna International Group, an estimated $1.21M sold.
Based on aggregated 13F filings for Q1 2023.