PWS Institutional Ownership
Pacer WealthShield ETF
1W: -0.7%
1M: -2.5%
3M: -2.0%
YTD: -1.1%
1Y: -0.4%
3Y: +26.5%
5Y: +4.8%
$32.16
+0.15 (+0.48%)
Weekly Expected Move ±1.6%
$31
$32
$32
$33
$33
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — PWS
15
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
1
New Positions
5
Increased
7
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 105,150 | 3M | +277 | +0.3% | 5Q | SEC ↗ |
| 2 | Ascentis Wealth Management, LLC | 68,805 | 2M | +1,590 | +2.4% | 8Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 41,547 | 1M | +8,888 | +27.2% | 32Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 37,477 | 1M | +8,875 | +31.0% | 9Q | SEC ↗ |
| 5 | MATHER GROUP, LLC. | 28,938 | 931K | -174,300 | -85.8% | 2Q | SEC ↗ |
| 6 | Concurrent Investment Advisors, LLC | 19,005 | 611K | -579 | -3.0% | 9Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 18,578 | 598K | -26,362 | -58.7% | 25Q | SEC ↗ |
| 8 | Atria Investments, Inc | 12,696 | 408K | +203 | +1.6% | 9Q | SEC ↗ |
| 9 | Allworth Financial LP | 2,724 | 88K | — | +0.0% | 10Q | SEC ↗ |
| 10 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 0 | 0K | -7,073 | -100.0% | 1Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 0 | 0K | — | — | 15Q | SEC ↗ |
| 13 | UBS Group AG | 0 | 0K | -9 | -100.0% | 3Q | SEC ↗ |
| 14 | Ascentis Independent Advisors | 0 | 0K | -5,106 | -100.0% | 1Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 0 | 0K | -579 | -100.0% | 13Q | SEC ↗ |
| 16 | Advisory Services Network, LLC | 0 | 0K | -212 | -100.0% | 1Q | SEC ↗ |
| 17 | WFA of San Diego, LLC | 0 | 0K | -79 | -100.0% | 4Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -8,508 | -100.0% | 12Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 0 | 0K | -5,611 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 1 | 0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,508 | 274K |
| JANE STREET GROUP, LLC | 7,073 | 228K |
| Kestra Advisory Services, LLC | 5,611 | 180K |
| Ascentis Independent Advisors | 5,106 | 164K |
| BANK OF AMERICA CORP /DE | 579 | 19K |
| Advisory Services Network, LLC | 212 | 7K |
| WFA of San Diego, LLC | 79 | 3K |
| UBS Group AG | 9 | 0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +8,888 | +27.2% | 41,547 |
| Cetera Investment Advisers | +8,875 | +31.0% | 37,477 |
| Ascentis Wealth Management, LLC | +1,590 | +2.4% | 68,805 |
| LPL Financial LLC | +277 | +0.3% | 105,150 |
| Atria Investments, Inc | +203 | +1.6% | 12,696 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | -174,300 | -85.8% | 28,938 |
| ROYAL BANK OF CANADA | -26,362 | -58.7% | 18,578 |
| Concurrent Investment Advisors, LLC | -579 | -3.0% | 19,005 |