Pacer WealthShield ETF
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.
6% more funds holding
Funds holding: 16 → 17 (+1)
8.59% less ownership
Funds ownership: 45.62% → 37.02% (-8.6%)
36% less capital invested
Capital invested by funds: $13.2M → $8.52M (-$4.7M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$560K |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
+$437K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$392K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$69.1K |
| 5 |
IW
Imprint Wealth
Mount Pleasant,
South Carolina
|
+$28.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.83M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$1.65M |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$858K |
| 4 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$683K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$286K |
PWS Hedge Fund Activity: Q4 2023 in Review
17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q4 2023, worth a combined $8.52M — down 36% from $13.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PWS positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $560K. The largest seller was Envestnet Asset Management, cutting an estimated $2.83M.
- 17 institutional investors held Pacer WealthShield ETF (PWS) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $8.52M of Pacer WealthShield ETF stock for Q4 2023, down 36% quarter-over-quarter.
- 1 fund opened new Pacer WealthShield ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest Pacer WealthShield ETF buyer in Q4 2023 was Royal Bank of Canada, an estimated $560K added.
- The largest Pacer WealthShield ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $2.83M sold.
Based on aggregated 13F filings for Q4 2023.