$32.07
+0.00 (+0.00%)
Market Cap
$31.2M
Shares Outstanding
950,118
Institutional Holders
16
Total Inst. Value
$7.5M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
4
Closed Positions
4
Increased
3
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ORG Partners LLCNew | $1.4M | 44,375 |
| 2 | ROYAL BANK OF CANADA | $1.1M | 35,079 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 34,183 |
| 4 | Concurrent Investment Advisors, LLC | $913K | 29,628 |
| 5 | ORG Wealth Partners, LLCNew | $632K | 20,583 |
| 6 | NAPA WEALTH MANAGEMENTNew | $515K | 16,697 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $451K | 14,635 |
| 8 | Atria Investments, Inc | $436K | 14,138 |
| 9 | JANE STREET GROUP, LLCNew | $414K | 13,419 |
| 10 | Cetera Investment Advisers | $292K | 9,468 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ORG Partners LLCNew | +44K | $1.4M |
| ORG Wealth Partners, LLCNew | +21K | $632K |
| NAPA WEALTH MANAGEMENTNew | +17K | $515K |
| Atria Investments, Inc | +45 | $436K |
| JANE STREET GROUP, LLCNew | +13K | $414K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -8K | $1.1M |
| ENVESTNET ASSET MANAGEMENT INC | -3K | $451K |
| BANK OF AMERICA CORP /DE/ | -3K | $18K |
| Allworth Financial LP | -2K | $89K |
| Cetera Investment Advisers | -2K | $292K |
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Frequently Asked Questions
How many institutional investors hold PWS?
As of Q1 2025, 16 institutional investors report holding PWS (Pacer WealthShield ETF) in their 13F filings.
Which hedge fund owns the most PWS?
The largest institutional holder of PWS is ORG Partners LLC with $1.4M in shares.
Are institutions buying or selling PWS?
This quarter, 4 institutions opened new positions in PWS and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.