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Pacer WealthShield ETF
PWS

Overview Fund Activity

15 hedge funds and large institutions have $8.45M invested in Pacer WealthShield ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
1
ORG Partners
Indiana
$1.95M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.2M
3
CIA
3
Concurrent Investment Advisors
Florida
$898K
4
AI
4
Atria Investments
North Carolina
$425K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$206K

Top Sellers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$0
2
GFA
2
Gallagher Fiduciary Advisors
Illinois
$0
3
NA
3
NewEdge Advisors
Louisiana
$285K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$986K
5
WP
5
WealthShield Partners
North Carolina
$418K
Name Market Value Shares Shares
Change 		Shares
Change %
OP
1
ORG Partners
Indiana
$1.95M 65,901 +65,901 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.33M 44,963 +5,907 +15%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.2M 40,704 +34,414 +547%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$986K 33,372 -1,952 -6%
CIA
5
Concurrent Investment Advisors
Florida
$898K 30,420 +30,420 New
AI
6
Atria Investments
North Carolina
$425K 14,391 +14,391 New
WP
7
WealthShield Partners
North Carolina
$418K 14,141 -1,874 -12%
AF
8
Allworth Financial
California
$303K 10,180 -500 -5%
NA
9
NewEdge Advisors
Louisiana
$285K 9,661 -5,352 -36%
KAS
10
Kestra Advisory Services
Texas
$273K 9,238 – –
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$206K 6,966 +6,966 New
Bank of America
12
Bank of America
North Carolina
$111K 3,746 -613 -14%
UBS Group
13
UBS Group
Switzerland
$65.5K 2,216 +1,933 +683%
WOSD
14
WFA of San Diego
California
$3.34K 113 +113 New
Wells Fargo
15
Wells Fargo
California
$20 1 – –
SFSG
16
Sound Financial Strategies Group
Mississippi
– – -12,411 Closed
GFA
17
Gallagher Fiduciary Advisors
Illinois
– – -11,815 Closed
Osaic Holdings
18
Osaic Holdings
Arizona
– – -154 Closed
Fidelity Investments
19
Fidelity Investments
Massachusetts
– – -3 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –