Pacer WealthShield ETF
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.
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.58% less ownership
Funds ownership: 39.35% → 38.77% (-0.58%)
6% less funds holding
Funds holding: 17 → 16 (-1)
12% less capital inflows, than outflows
Capital inflows: $860K | Capital outflows: $978K
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$619K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$132K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$106K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.75K |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
+$1.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WealthShield Partners
Cary,
North Carolina
|
-$427K |
| 2 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$225K |
| 3 |
Allworth Financial
Folsom,
California
|
-$150K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$93.1K |
| 5 |
Atria Investments
Charlotte,
North Carolina
|
-$28.6K |
PWS Hedge Fund Activity: Q4 2024 in Review
16 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q4 2024, worth a combined $7.67M — down 5.1% from $8.08M a quarter earlier.
Fund positioning in PWS was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 7 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $619K. The largest seller was WealthShield Partners, cutting an estimated $427K.
- 16 institutional investors held Pacer WealthShield ETF (PWS) as of Q4 2024, down from 17 in Q3 2024.
- Funds reported $7.67M of Pacer WealthShield ETF stock for Q4 2024, down 5.1% quarter-over-quarter.
- 2 funds opened new Pacer WealthShield ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest Pacer WealthShield ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $619K added.
- The largest Pacer WealthShield ETF seller in Q4 2024 was WealthShield Partners, an estimated $427K sold.
Based on aggregated 13F filings for Q4 2024.