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Pacer WealthShield ETF
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Overview Fund Activity

18 hedge funds and large institutions have $16.2M invested in Pacer WealthShield ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 0 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
3
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$707K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$513K
3
KAS
3
Kestra Advisory Services
Texas
$260K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$27
5
GFA
5
Gallagher Fiduciary Advisors
Illinois
$324K

Top Sellers

1
OP
1
ORG Partners
Indiana
$2.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.72M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$411K
4
Bank of America
4
Bank of America
North Carolina
$87.1K
5
WP
5
WealthShield Partners
North Carolina
$2.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.72M 172,068 -21,364 -11%
OP
2
ORG Partners
Indiana
$2.6M 94,721 -55,928 -37%
WP
3
WealthShield Partners
North Carolina
$2.58M 94,011 -8,869 -9%
EP
4
Eudaimonia Partners
Tennessee
$1.39M 50,566 -3,030 -6%
SFSG
5
Sound Financial Strategies Group
Mississippi
$1.14M 41,707 -830 -2%
IW
6
Imprint Wealth
South Carolina
$955K 34,836 -3,057 -8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$707K 25,778 +25,778 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$513K 18,711 +14,476 +342%
Osaic Holdings
9
Osaic Holdings
Arizona
$411K 14,991 -15,621 -51%
GFA
10
Gallagher Fiduciary Advisors
Illinois
$324K 11,811 +1 +0%
GVAG
11
Great Valley Advisor Group
Delaware
$289K 10,527 – –
KAS
12
Kestra Advisory Services
Texas
$260K 9,495 +31 +0.3%
SWP
13
Stratos Wealth Partners
Ohio
$217K 7,925 -1,904 -19%
Bank of America
14
Bank of America
North Carolina
$87.1K 3,177 -9,184 -74%
UBS Group
15
UBS Group
Switzerland
$26.1K 951 -638 -40%
Morgan Stanley
16
Morgan Stanley
New York
$20.6K 750 – –
EWA
17
EverSource Wealth Advisors
Alabama
$4.39K 160 – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$27 1 +1 New
Wells Fargo
19
Wells Fargo
California
– – – –
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –