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Pacer WealthShield ETF (PWS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Pacer WealthShield ETF (BATS:PWS)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$4.53M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.79M
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PWS Institutional Buying and Selling by Quarter

Pacer WealthShield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC13,419$414K0.0%N/A1.579%
5/15/2025 Royal Bank of Canada35,079$1.08M0.0%-1.1%4.127%
5/14/2025 Napa Wealth Management16,697$515K0.3%N/A1.964%
4/29/2025 Envestnet Asset Management Inc.14,635$451K0.0%-51.4%1.951%
4/29/2025 Concurrent Investment Advisors LLC29,628$913K0.0%-2.6%3.950%
4/21/2025 ORG Partners LLC44,375$1.37M0.3%+4.4%5.917%
4/21/2025 ORG Wealth Partners LLC20,583$632K0.2%+3.9%2.744%
2/6/2025 Atria Investments Inc14,093$429K0.0%-6.2%2.013%
2/4/2025 WealthShield Partners LLC13,947$424K0.1%-49.8%1.992%
1/10/2025 ORG Wealth Partners LLC19,802$602K0.2%-4.3%2.829%
1/10/2025 ORG Partners LLC42,520$1.29M0.2%-2.0%6.074%
11/1/2024 Atria Investments Inc15,019$475K0.0%+4.4%2.146%
10/11/2024 ORG Partners LLC43,373$1.37M0.2%-34.2%6.196%
10/11/2024 ORG Wealth Partners LLC20,685$654K0.2%N/A2.955%
7/31/2024 Concurrent Investment Advisors LLC30,420$898K0.0%N/A4.346%
7/26/2024 WealthShield Partners LLC14,141$418K0.1%-11.7%2.020%
7/16/2024 ORG Partners LLC65,901$1.95M0.2%N/A9.414%
2/8/2024Eudaimonia Partners LLC10,143$274K0.1%-76.3%0.922%
2/6/2024 Great Valley Advisor Group Inc.9,137$247K0.0%-13.2%0.831%
2/2/2024 Sound Financial Strategies Group LLC11,794$319K0.3%-68.8%1.072%
1/30/2024Imprint Wealth LLC30,534$831K0.7%+3.7%2.776%
1/29/2024 ORG Partners LLC85,355$2.31M0.4%+24.2%7.760%
1/23/2024 WealthShield Partners LLC16,801$457K0.1%-78.9%1.527%
11/13/2023 Envestnet Asset Management Inc.151,105$3.98M0.0%-12.2%13.737%
11/6/2023 Sound Financial Strategies Group LLC37,784$996K0.8%-9.4%3.435%
11/3/2023 ORG Partners LLC68,744$1.81M0.7%-27.4%6.249%
10/25/2023 WealthShield Partners LLC79,570$2.10M0.3%-15.4%7.234%
10/24/2023Eudaimonia Partners LLC42,806$1.13M0.3%-15.3%3.891%
8/7/2023 Sound Financial Strategies Group LLC41,707$1.14M0.8%-2.0%3.792%
8/4/2023 Envestnet Asset Management Inc.172,068$4.72M0.0%-11.0%15.643%
8/3/2023 WealthShield Partners LLC94,011$2.58M0.4%-8.6%8.546%
7/19/2023Eudaimonia Partners LLC50,566$1.39M0.3%-5.7%5.618%
7/18/2023 Stratos Wealth Partners LTD.7,925$217K0.0%-19.4%0.881%
6/1/2023 ORG Partners LLC150,649$4.08M1.0%N/A16.739%
5/8/2023 WealthShield Partners LLC102,880$2.79M0.4%-2.7%11.431%
5/3/2023 Great Valley Advisor Group Inc.10,527$285K0.0%-8.7%1.170%
5/2/2023 Sound Financial Strategies Group LLC42,537$1.15M0.8%+1.3%4.726%
4/27/2023 Stratos Wealth Partners LTD.9,829$266K0.0%-4.7%1.092%
4/25/2023Eudaimonia Partners LLC53,596$1.45M0.3%+0.9%5.955%
2/27/2023Gallagher Benefit Services Inc.12,504$358K0.1%N/A0.000%
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2/10/2023 Advisor Group Holdings Inc.68,378$1.96M0.0%-75.2%0.000%
2/8/2023 Belpointe Asset Management LLC3,106$89K0.0%N/A0.000%
2/7/2023 Envestnet Asset Management Inc.209,189$5.99M0.0%-53.5%0.000%
2/1/2023 Great Valley Advisor Group Inc.11,527$330K0.0%-2.9%0.000%
1/30/2023 Sound Financial Strategies Group LLC41,980$1.20M0.9%-5.7%0.000%
1/30/2023 PFG Advisors37,624$1.08M0.1%+270.2%0.000%
1/24/2023Eudaimonia Partners LLC53,141$1.52M0.4%-32.0%0.000%
11/10/2022 Envestnet Asset Management Inc.450,148$13.04M0.0%+117.9%0.000%
11/9/2022 Sound Financial Strategies Group LLC44,521$1.29M1.9%+7.3%0.000%
11/4/2022 WealthShield Partners LLC92,575$2.68M0.5%-9.6%0.000%
11/4/2022Eudaimonia Partners LLC78,155$2.26M0.6%-37.4%0.000%
10/26/2022F3Logic LLC12,504$363K0.1%-35.0%0.000%
10/21/2022 Great Valley Advisor Group Inc.11,877$344K0.0%N/A0.000%
10/14/2022 PFG Advisors10,162$294K0.0%N/A0.000%
8/11/2022 WealthShield Partners LLC102,434$3.15M0.6%-3.5%0.000%
8/3/2022 Envestnet Asset Management Inc.206,595$6.35M0.0%-12.1%0.000%
8/3/2022F3Logic LLC19,235$591K0.1%-42.8%0.000%
7/25/2022 Sound Financial Strategies Group LLC41,473$1.27M1.0%+32.4%0.000%
5/17/2022Eudaimonia Partners LLC151,309$4.66M0.8%N/A0.000%
5/12/2022F3Logic LLC33,651$1.04M0.2%-93.5%0.000%
5/9/2022 WealthShield Partners LLC106,100$3.27M0.5%-45.2%0.000%
5/5/2022 Sound Financial Strategies Group LLC31,323$964K0.5%+208.8%0.000%
5/4/2022 Advisor Group Holdings Inc.39,515$1.22M0.0%-17.2%0.000%
5/4/2022 Envestnet Asset Management Inc.234,923$7.23M0.0%-41.4%0.000%
4/18/2022 Veracity Capital LLC7,781$240K0.1%-13.1%0.000%
2/14/2022Eudaimonia Advisors LLC7,751$256K0.2%N/A0.000%
2/10/2022 WealthShield Partners LLC193,520$6.40M1.1%-3.3%0.000%
2/4/2022 Envestnet Asset Management Inc.401,119$13.26M0.0%+49.5%0.000%
2/4/2022F3Logic LLC514,200$17.02M2.0%-28.5%0.000%
2/4/2022 Atria Investments LLC90,667$3.00M0.1%-41.9%0.000%
2/3/2022 Advisor Group Holdings Inc.47,736$1.58M0.0%+1.2%0.000%
1/20/2022 Kestra Advisory Services LLC9,281$307K0.0%+8.9%0.000%
11/16/2021 Atria Investments LLC156,156$4.98M0.1%+1.1%0.000%
11/15/2021F3Logic LLC719,435$22.93M3.0%+3.7%0.000%
11/12/2021 WealthShield Partners LLC200,110$6.38M1.7%-4.0%0.000%
11/10/2021 Goldman Sachs Group Inc.45,325$1.45M0.0%-18.1%0.000%
11/5/2021 Advisor Group Holdings Inc.47,148$1.50M0.0%-24.9%0.000%
10/25/2021Eudaimonia Partners LLC156,492$4.99M0.9%-1.1%0.000%
10/19/2021 Kestra Advisory Services LLC8,525$272K0.0%+15.9%0.000%
10/13/2021 Veracity Capital LLC9,001$287K0.1%-6.4%0.000%
8/24/2021 Veracity Capital LLC9,614$312K0.1%-54.3%0.000%
8/13/2021Eudaimonia Partners LLC158,153$5.12M1.0%+14.8%0.000%
8/11/2021 Susquehanna International Group LLP20,377$660K0.0%+80.2%0.000%
8/10/2021 Atria Investments LLC154,387$5.00M0.1%-10.5%0.000%
8/10/2021F3Logic LLC693,746$22.48M2.7%-2.2%0.000%
8/6/2021 WealthShield Partners LLC208,431$6.75M1.1%+15.4%0.000%
8/2/2021 Advisor Group Holdings Inc.62,748$2.03M0.0%-3.4%0.000%
7/30/2021 Sound Financial Strategies Group LLC9,845$319K0.2%+3.8%0.000%
7/23/2021 Veracity Capital LLC9,614$312K0.1%-54.3%0.000%
5/17/2021Eudaimonia Partners LLC137,783$4.29M0.9%-9.5%0.000%
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5/17/2021 Royal Bank of Canada10,781$336K0.0%+183.5%0.000%
5/11/2021 Atria Investments LLC172,545$5.38M0.1%-60.9%0.000%
(Data available from 1/1/2016 forward)

PWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWS shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Pacer WealthShield ETF. The most heavily invested institutionals were ORG Partners LLC ($1.37M), Royal Bank of Canada ($1.08M), Concurrent Investment Advisors LLC ($913K), Imprint Wealth LLC ($831K), ORG Wealth Partners LLC ($632K), Napa Wealth Management ($515K), and Envestnet Asset Management Inc. ($451K).Learn more on PWS's institutional investors.

Which institutional investors have been buying Pacer WealthShield ETF stock?

The following institutional investors have purchased Pacer WealthShield ETF stock in the last 24 months: ORG Partners LLC ($235.02K), Concurrent Investment Advisors LLC ($30.42K), ORG Wealth Partners LLC ($21.47K), Napa Wealth Management ($16.70K), Jane Street Group LLC ($13.42K), Imprint Wealth LLC ($1.08K), and Atria Investments Inc ($628.00).

How much institutional buying is happening at Pacer WealthShield ETF?

Institutional investors have bought a total of 318,724 shares in the last 24 months. This purchase volume represents approximately $9.09M in transactions.

Which Pacer WealthShield ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Pacer WealthShield ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthShield Partners LLC ($101.81K), Envestnet Asset Management Inc. ($57.79K), ORG Partners LLC ($49.36K), Eudaimonia Partners LLC ($43.45K), Sound Financial Strategies Group LLC ($30.74K), Stratos Wealth Partners LTD. ($1.90K), and Great Valley Advisor Group Inc. ($1.39K).

How much institutional selling is happening at Pacer WealthShield ETF?

Institutional investors have sold a total of 289,431 shares in the last 24 months. This volume of shares sold represents approximately $8.02M in transactions.


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This page (BATS:PWS) was last updated on 5/28/2025 by MarketBeat.com Staff
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