Pacer WealthShield ETF
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.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
12% less funds holding
Funds holding: 17 → 15 (-2)
13.12% less ownership
Funds ownership: 37.02% → 23.9% (-13%)
34% less capital invested
Capital invested by funds: $8.52M → $5.64M (-$2.88M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$401K |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$302K |
| 3 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$17.5K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.26K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
-$2.31M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$621K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$367K |
| 4 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$274K |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$247K |
PWS Hedge Fund Activity: Q1 2024 in Review
15 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q1 2024, worth a combined $5.64M — down 34% from $8.52M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PWS and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $401K. The largest seller was ORG Partners, exiting entirely with an estimated $2.31M sold.
- 15 institutional investors held Pacer WealthShield ETF (PWS) as of Q1 2024, down from 17 in Q4 2023.
- Funds reported $5.64M of Pacer WealthShield ETF stock for Q1 2024, down 34% quarter-over-quarter.
- 2 funds opened new Pacer WealthShield ETF positions in Q1 2024 and 4 closed out, a net change of -2 holders.
- The largest Pacer WealthShield ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $401K added.
- The largest Pacer WealthShield ETF seller in Q1 2024 was ORG Partners, an estimated $2.31M sold.
Based on aggregated 13F filings for Q1 2024.