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Pacer WealthShield ETF
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Overview Fund Activity

15 hedge funds and large institutions have $5.64M invested in Pacer WealthShield ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.15M
2
AF
2
Allworth Financial
California
$315K
3
SFSG
3
Sound Financial Strategies Group
Mississippi
$366K
4
NA
4
NewEdge Advisors
Louisiana
$443K
5
KAS
5
Kestra Advisory Services
Texas
$273K

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$186K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.55K
4
EP
4
Eudaimonia Partners
Tennessee
$0
5
GVAG
5
Great Valley Advisor Group
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.15M 39,056 +14,184 +57%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.04M 35,324 -8,090 -19%
IW
3
Imprint Wealth
South Carolina
$897K 30,534 – –
WP
4
WealthShield Partners
North Carolina
$473K 16,015 -786 -5%
NA
5
NewEdge Advisors
Louisiana
$443K 15,013 +80 +0.5%
SFSG
6
Sound Financial Strategies Group
Mississippi
$366K 12,411 +617 +5%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$349K 11,815 +2 +0%
AF
8
Allworth Financial
California
$315K 10,680 +10,680 New
KAS
9
Kestra Advisory Services
Texas
$273K 9,238 +72 +0.8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$186K 6,290 -21,939 -78%
Bank of America
11
Bank of America
North Carolina
$129K 4,359 -725 -14%
UBS Group
12
UBS Group
Switzerland
$8.35K 283 +20 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.55K 154 -12,975 -99%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$89 3 +3 New
Wells Fargo
15
Wells Fargo
California
$38 1 – –
OP
16
ORG Partners
Indiana
– – -85,355 Closed
EP
17
Eudaimonia Partners
Tennessee
– – -10,143 Closed
GVAG
18
Great Valley Advisor Group
Delaware
– – -9,137 Closed
Morgan Stanley
19
Morgan Stanley
New York
– – -18 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –