PWS icon

Pacer WealthShield ETF
PWS

Overview Fund Activity

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.

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWP
1
ORG Wealth Partners
Texas
$654K
2
WP
2
WealthShield Partners
North Carolina
$880K
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$209K
4
AI
4
Atria Investments
North Carolina
$475K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.42M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$487K
2
OP
2
ORG Partners
Indiana
$1.37M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$451K
4
NA
4
NewEdge Advisors
Louisiana
$225K
5
UBS Group
5
UBS Group
Switzerland
$632
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.42M 45,020 +57 +0.1%
OP
2
ORG Partners
Indiana
$1.37M 43,373 -22,528 -34%
CIA
3
Concurrent Investment Advisors
Florida
$961K 30,420 – –
WP
4
WealthShield Partners
North Carolina
$880K 27,801 +13,660 +97%
OWP
5
ORG Wealth Partners
Texas
$654K 20,685 +20,685 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$487K 15,411 -25,293 -62%
AI
7
Atria Investments
North Carolina
$475K 15,019 +628 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$451K 14,267 -19,105 -57%
AF
9
Allworth Financial
California
$322K 10,180 – –
KAS
10
Kestra Advisory Services
Texas
$292K 9,253 +15 +0.2%
NA
11
NewEdge Advisors
Louisiana
$225K 7,110 -2,551 -26%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$222K 7,010 +44 +0.6%
GFA
13
Gallagher Fiduciary Advisors
Illinois
$209K 6,623 +6,623 New
Bank of America
14
Bank of America
North Carolina
$109K 3,456 -290 -8%
WOSD
15
WFA of San Diego
California
$3.57K 113 – –
UBS Group
16
UBS Group
Switzerland
$632 20 -2,196 -99%
Wells Fargo
17
Wells Fargo
California
$31 1 – –
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –