Pacer WealthShield ETF
18 hedge funds and large institutions have $16.7M invested in Pacer WealthShield ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.
16% more capital invested
Capital invested by funds: $14.4M → $16.7M (+$2.31M)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.24% less ownership
Funds ownership: 55.94% → 54.7% (-1.2%)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$3.4M |
| 2 |
OWP
ORG Wealth Partners
Dallas,
Texas
|
+$420K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$182K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$56.8K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$9.11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$525K |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$420K |
| 4 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$201K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$117K |
PWS Hedge Fund Activity: Q3 2025 in Review
18 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q3 2025, worth a combined $16.7M — up 16% from $14.4M a quarter earlier.
Fund positioning in PWS was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 9 trimmed.
The largest buyer was Napa Wealth Management, adding an estimated $3.4M. The largest seller was LPL Financial, cutting an estimated $1.15M.
- 18 institutional investors held Pacer WealthShield ETF (PWS) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $16.7M of Pacer WealthShield ETF stock for Q3 2025, up 16% quarter-over-quarter.
- 2 funds opened new Pacer WealthShield ETF positions in Q3 2025 and 2 closed out, a net change of 0 holders.
- The largest Pacer WealthShield ETF buyer in Q3 2025 was Napa Wealth Management, an estimated $3.4M added.
- The largest Pacer WealthShield ETF seller in Q3 2025 was LPL Financial, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2025.