Pacer WealthShield ETF
16 hedge funds and large institutions have $13.2M invested in Pacer WealthShield ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 3 closing their positions.
10.78% less ownership
Funds ownership: 56.4% → 45.62% (-11%)
11% less funds holding
Funds holding: 18 → 16 (-2)
19% less capital invested
Capital invested by funds: $16.2M → $13.2M (-$3.01M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
82% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 11
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
|
+$274K |
| 2 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$55 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
-$714K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$576K |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$397K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$324K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$217K |
PWS Hedge Fund Activity: Q3 2023 in Review
16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q3 2023, worth a combined $13.2M — down 19% from $16.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PWS and 1 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $274K. The largest seller was ORG Partners, cutting an estimated $714K.
- 16 institutional investors held Pacer WealthShield ETF (PWS) as of Q3 2023, down from 18 in Q2 2023.
- Funds reported $13.2M of Pacer WealthShield ETF stock for Q3 2023, down 19% quarter-over-quarter.
- 1 fund opened new Pacer WealthShield ETF positions in Q3 2023 and 3 closed out, a net change of -2 holders.
- The largest Pacer WealthShield ETF buyer in Q3 2023 was Susquehanna International Group, an estimated $274K added.
- The largest Pacer WealthShield ETF seller in Q3 2023 was ORG Partners, an estimated $714K sold.
Based on aggregated 13F filings for Q3 2023.