Pacer WealthShield ETF
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.
6% more funds holding
Funds holding: 17 → 18 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $18.2M → $16.2M (-$1.98M)
14.37% less ownership
Funds ownership: 70.77% → 56.4% (-14%)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$691K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$388K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$830 |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$27 |
| 5 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
-$1.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$572K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$418K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$246K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$238K |
PWS Hedge Fund Activity: Q2 2023 in Review
18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q2 2023, worth a combined $16.2M — down 11% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PWS positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 10 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $691K. The largest seller was ORG Partners, cutting an estimated $1.5M.
- 18 institutional investors held Pacer WealthShield ETF (PWS) as of Q2 2023, up from 17 in Q1 2023.
- Funds reported $16.2M of Pacer WealthShield ETF stock for Q2 2023, down 11% quarter-over-quarter.
- 2 funds opened new Pacer WealthShield ETF positions in Q2 2023 and 0 closed out, a net change of +2 holders.
- The largest Pacer WealthShield ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $691K added.
- The largest Pacer WealthShield ETF seller in Q2 2023 was ORG Partners, an estimated $1.5M sold.
Based on aggregated 13F filings for Q2 2023.