Pacer WealthShield ETF
17 hedge funds and large institutions have $8.08M invested in Pacer WealthShield ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 15 → 17 (+2)
4% less capital invested
Capital invested by funds: $8.45M → $8.08M (-$367K)
1.51% less ownership
Funds ownership: 40.86% → 39.35% (-1.5%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$420K |
| 2 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$203K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$19.3K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.75K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$777K |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
-$692K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$587K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$78.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$67.5K |
PWS Hedge Fund Activity: Q3 2024 in Review
17 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q3 2024, worth a combined $8.08M — down 4.3% from $8.45M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PWS positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was WealthShield Partners, adding an estimated $420K. The largest seller was Royal Bank of Canada, cutting an estimated $777K.
- 17 institutional investors held Pacer WealthShield ETF (PWS) as of Q3 2024, up from 15 in Q2 2024.
- Funds reported $8.08M of Pacer WealthShield ETF stock for Q3 2024, down 4.3% quarter-over-quarter.
- 2 funds opened new Pacer WealthShield ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest Pacer WealthShield ETF buyer in Q3 2024 was WealthShield Partners, an estimated $420K added.
- The largest Pacer WealthShield ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $777K sold.
Based on aggregated 13F filings for Q3 2024.