PWS icon

Pacer WealthShield ETF
PWS

Overview Fund Activity

16 hedge funds and large institutions have $7.67M invested in Pacer WealthShield ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.08M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$343K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$538K
4
UBS Group
4
UBS Group
Switzerland
$3.31K
5
KAS
5
Kestra Advisory Services
Texas
$282K

Top Sellers

1
WP
1
WealthShield Partners
North Carolina
$424K
2
NA
2
NewEdge Advisors
Louisiana
$0
3
AF
3
Allworth Financial
California
$169K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.28M
5
AI
5
Atria Investments
North Carolina
$429K
Name Market Value Shares Shares
Change 		Shares
Change %
OP
1
ORG Partners
Indiana
$1.29M 42,520 -853 -2%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.28M 42,003 -3,017 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.08M 35,468 +20,057 +130%
CIA
4
Concurrent Investment Advisors
Florida
$925K 30,420 – –
OWP
5
ORG Wealth Partners
Texas
$602K 19,802 -883 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$538K 17,697 +3,430 +24%
AI
7
Atria Investments
North Carolina
$429K 14,093 -926 -6%
WP
8
WealthShield Partners
North Carolina
$424K 13,947 -13,854 -50%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$343K 11,273 +4,263 +61%
KAS
10
Kestra Advisory Services
Texas
$282K 9,288 +35 +0.4%
GFA
11
Gallagher Fiduciary Advisors
Illinois
$201K 6,623 – –
AF
12
Allworth Financial
California
$169K 5,307 -4,873 -48%
Bank of America
13
Bank of America
North Carolina
$104K 3,436 -20 -0.6%
UBS Group
14
UBS Group
Switzerland
$3.31K 109 +89 +445%
Morgan Stanley
15
Morgan Stanley
New York
$417 13 +13 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$30 1 +1 New
Wells Fargo
17
Wells Fargo
California
– – -1 Closed
NA
18
NewEdge Advisors
Louisiana
– – -7,110 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –