Pacer WealthShield ETF
17 hedge funds and large institutions have $10.7M invested in Pacer WealthShield ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6% less funds holding
Funds holding: 18 → 17 (-1)
19.74% less ownership
Funds ownership: 54.7% → 34.97% (-20%)
36% less capital invested
Capital invested by funds: $16.7M → $10.7M (-$5.99M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.19M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$695K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$497K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$482K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$22.1K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$20.6K |
| 3 |
OWP
ORG Wealth Partners
Dallas,
Texas
|
-$15.3K |
| 4 |
OP
ORG Partners
Roanoke,
Indiana
|
-$10.5K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$9.4K |
PWS Hedge Fund Activity: Q4 2025 in Review
17 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q4 2025, worth a combined $10.7M — down 36% from $16.7M a quarter earlier.
Fund positioning in PWS was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.19M. The largest seller was Concurrent Investment Advisors, cutting an estimated $22.1K.
- 17 institutional investors held Pacer WealthShield ETF (PWS) as of Q4 2025, down from 18 in Q3 2025.
- Funds reported $10.7M of Pacer WealthShield ETF stock for Q4 2025, down 36% quarter-over-quarter.
- 2 funds opened new Pacer WealthShield ETF positions in Q4 2025 and 2 closed out, a net change of 0 holders.
- The largest Pacer WealthShield ETF buyer in Q4 2025 was LPL Financial, an estimated $1.19M added.
- The largest Pacer WealthShield ETF seller in Q4 2025 was Concurrent Investment Advisors, an estimated $22.1K sold.
Based on aggregated 13F filings for Q4 2025.