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Pacer WealthShield ETF
PWS

Overview Fund Activity

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.

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
2
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$942K
2
GFA
2
Gallagher Fiduciary Advisors
Illinois
$311K
3
Wells Fargo
3
Wells Fargo
California
$14

Top Sellers

1
OP
1
ORG Partners
Indiana
$1.81M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.98M
3
WP
3
WealthShield Partners
North Carolina
$2.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$182K
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.98M 151,105 -20,963 -12%
WP
2
WealthShield Partners
North Carolina
$2.1M 79,570 -14,441 -15%
OP
3
ORG Partners
Indiana
$1.81M 68,744 -25,977 -27%
EP
4
Eudaimonia Partners
Tennessee
$1.13M 42,806 -7,760 -15%
SFSG
5
Sound Financial Strategies Group
Mississippi
$996K 37,784 -3,923 -9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$942K 35,760 +9,982 +39%
IW
7
Imprint Wealth
South Carolina
$776K 29,456 -5,380 -15%
Osaic Holdings
8
Osaic Holdings
Arizona
$393K 14,903 -88 -0.6%
GFA
9
Gallagher Fiduciary Advisors
Illinois
$311K 11,813 +2 +0%
GVAG
10
Great Valley Advisor Group
Delaware
$277K 10,527 – –
KAS
11
Kestra Advisory Services
Texas
$242K 9,166 -329 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$182K 6,925 -11,786 -63%
Bank of America
13
Bank of America
North Carolina
$64.7K 2,455 -722 -23%
Morgan Stanley
14
Morgan Stanley
New York
$19.8K 750 – –
UBS Group
15
UBS Group
Switzerland
$79 3 -948 -100%
Wells Fargo
16
Wells Fargo
California
$14 1 +1 New
SWP
17
Stratos Wealth Partners
Ohio
– – -7,925 Closed
EWA
18
EverSource Wealth Advisors
Alabama
– – -160 Closed
Fidelity Investments
19
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –