Pacer WealthShield ETF
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.
50% more capital invested
Capital invested by funds: $5.64M → $8.45M (+$2.81M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
16.96% more ownership
Funds ownership: 23.9% → 40.86% (+17%)
0% more funds holding
Funds holding: 15 → 15 (0)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
+$1.89M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$988K |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$874K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$413K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
-$366K |
| 2 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$349K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$154K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$56.1K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$53.8K |
PWS Hedge Fund Activity: Q2 2024 in Review
15 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q2 2024, worth a combined $8.45M — up 50% from $5.64M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PWS positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was ORG Partners, opening a new position worth an estimated $1.89M. The largest seller was Sound Financial Strategies Group, exiting entirely with an estimated $366K sold.
- 15 institutional investors held Pacer WealthShield ETF (PWS) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $8.45M of Pacer WealthShield ETF stock for Q2 2024, up 50% quarter-over-quarter.
- 5 funds opened new Pacer WealthShield ETF positions in Q2 2024 and 4 closed out, a net change of +1 holder.
- The largest Pacer WealthShield ETF buyer in Q2 2024 was ORG Partners, an estimated $1.89M added.
- The largest Pacer WealthShield ETF seller in Q2 2024 was Sound Financial Strategies Group, an estimated $366K sold.
Based on aggregated 13F filings for Q2 2024.