Pacer WealthShield ETF
18 hedge funds and large institutions have $14.4M invested in Pacer WealthShield ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
76% more capital invested
Capital invested by funds: $8.18M → $14.4M (+$6.24M)
15.08% more ownership
Funds ownership: 40.87% → 55.94% (+15%)
13% more funds holding
Funds holding: 16 → 18 (+2)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$5.08M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.15M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$116K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$102K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$79.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.05M |
| 2 |
Jane Street
New York
|
-$414K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$289K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$253K |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$251K |
PWS Hedge Fund Activity: Q2 2025 in Review
18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q2 2025, worth a combined $14.4M — up 76% from $8.18M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PWS positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Napa Wealth Management, adding an estimated $5.08M. The largest seller was Royal Bank of Canada, cutting an estimated $1.05M.
- 18 institutional investors held Pacer WealthShield ETF (PWS) as of Q2 2025, up from 16 in Q1 2025.
- Funds reported $14.4M of Pacer WealthShield ETF stock for Q2 2025, up 76% quarter-over-quarter.
- 4 funds opened new Pacer WealthShield ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
- The largest Pacer WealthShield ETF buyer in Q2 2025 was Napa Wealth Management, an estimated $5.08M added.
- The largest Pacer WealthShield ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $1.05M sold.
Based on aggregated 13F filings for Q2 2025.