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Pacer WealthShield ETF
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Overview Fund Activity

17 hedge funds and large institutions have $8.52M invested in Pacer WealthShield ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$763K
2
OP
2
ORG Partners
Indiana
$2.31M
3
NA
3
NewEdge Advisors
Louisiana
$411K
4
Bank of America
4
Bank of America
North Carolina
$137K
5
IW
5
Imprint Wealth
South Carolina
$831K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.17M
2
WP
2
WealthShield Partners
North Carolina
$457K
3
EP
3
Eudaimonia Partners
Tennessee
$274K
4
SFSG
4
Sound Financial Strategies Group
Mississippi
$319K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$672K
Name Market Value Shares Shares
Change 		Shares
Change %
OP
1
ORG Partners
Indiana
$2.31M 85,355 +16,611 +24%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.17M 43,414 -107,691 -71%
IW
3
Imprint Wealth
South Carolina
$831K 30,534 +1,078 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$763K 28,229 +21,304 +308%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$672K 24,872 -10,888 -30%
WP
6
WealthShield Partners
North Carolina
$457K 16,801 -62,769 -79%
NA
7
NewEdge Advisors
Louisiana
$411K 14,933 +14,933 New
Osaic Holdings
8
Osaic Holdings
Arizona
$355K 13,129 -1,774 -12%
GFA
9
Gallagher Fiduciary Advisors
Illinois
$319K 11,813 – –
SFSG
10
Sound Financial Strategies Group
Mississippi
$319K 11,794 -25,990 -69%
EP
11
Eudaimonia Partners
Tennessee
$274K 10,143 -32,663 -76%
KAS
12
Kestra Advisory Services
Texas
$248K 9,166 – –
GVAG
13
Great Valley Advisor Group
Delaware
$247K 9,137 -1,390 -13%
Bank of America
14
Bank of America
North Carolina
$137K 5,084 +2,629 +107%
UBS Group
15
UBS Group
Switzerland
$7.11K 263 +260 +8,667%
Morgan Stanley
16
Morgan Stanley
New York
$486 18 -732 -98%
Wells Fargo
17
Wells Fargo
California
$15 1 – –
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –