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Pacer WealthShield ETF
PWS

Overview Fund Activity

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.

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
3
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
1
ORG Partners
Indiana
$4.08M
2
IW
2
Imprint Wealth
South Carolina
$1.03M
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$320K
4
SFSG
4
Sound Financial Strategies Group
Mississippi
$1.15M
5
EP
5
Eudaimonia Partners
Tennessee
$1.45M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
PA
2
PFG Advisors
Arizona
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$829K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.24M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$115K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.24M 193,432 -15,757 -8%
OP
2
ORG Partners
Indiana
$4.08M 150,649 +150,649 New
WP
3
WealthShield Partners
North Carolina
$2.79M 102,880 -2,808 -3%
EP
4
Eudaimonia Partners
Tennessee
$1.45M 53,596 +455 +0.9%
SFSG
5
Sound Financial Strategies Group
Mississippi
$1.15M 42,537 +557 +1%
IW
6
Imprint Wealth
South Carolina
$1.03M 37,893 +37,893 New
Osaic Holdings
7
Osaic Holdings
Arizona
$829K 30,612 -37,766 -55%
Bank of America
8
Bank of America
North Carolina
$335K 12,361 -11,759 -49%
GFA
9
Gallagher Fiduciary Advisors
Illinois
$320K 11,810 +11,810 New
GVAG
10
Great Valley Advisor Group
Delaware
$285K 10,527 -1,000 -9%
SWP
11
Stratos Wealth Partners
Ohio
$266K 9,829 -481 -5%
KAS
12
Kestra Advisory Services
Texas
$256K 9,464 +53 +0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$115K 4,235 -15,517 -79%
UBS Group
14
UBS Group
Switzerland
$43K 1,589 -3,642 -70%
Morgan Stanley
15
Morgan Stanley
New York
$20.3K 750 – –
EWA
16
EverSource Wealth Advisors
Alabama
$4.33K 160 – –
HGERS
17
Householder Group Estate & Retirement Specialist
Arizona
$1K 22 +22 New
Wells Fargo
18
Wells Fargo
California
– – -1 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– – -42,409 Closed
PA
20
PFG Advisors
Arizona
– – -37,624 Closed
BAM
21
Belpointe Asset Management
Nevada
– – -3,106 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
– – -14 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –