Pacer WealthShield ETF
PWS
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- Pacer WealthShield ETF (PWS) is an exchange-traded fund that seeks to track the total return performance, before fees and expenses, of the Pacer WealthShield Index. The index employs a rules-based, systematic risk management strategy that monthly evaluates credit market spreads by comparing the S&P U.S. High Yield Corporate Bond Index to the S&P U.S. Treasury Bond 7-10 Year Index against their 5-month exponential moving average, interest rates via the S&P U.S. Treasury Bond 20+ Year Total Return Index relative to its 7-month exponential moving average, and momentum in U.S. equity sectors including those tracked by S&P 500 Total Return Index constituents, S&P Biotechnology Select Industry Total Return Index, and Dow Jones Internet Composite Index; this determines allocations to equity sectors in "risk on" environments or long-term U.S. Treasury bonds in "risk off" conditions, with sector reselection at quarter-end if risk on persists. PWS offers investors a tactical allocation approach blending U.S. equities and fixed income to mitigate downside risk while capturing upside potential. PWS operates within the tactical allocation segment of the exchange-traded funds industry, targeting financial advisors and individual investors seeking rules-based risk management. The fund trades on the Cboe BZX exchange and maintains geographic focus on U.S. securities markets. Launched on December 11, 2017, PWS is issued by Pacer Funds Trust, a Delaware statutory trust organized in 2014 with principal executive offices at 500 Chesterfield Parkway, Malvern, Pennsylvania 19355; Pacer Advisors, Inc., founded in 2005 and headquartered in the same location, serves as investment adviser, overseeing approximately $45 billion in assets under management as of mid-2024. In recent developments, Pacer Financial, the affiliated distributor, formed a strategic partnership with financial technology firm Save in November 2025 to integrate select Pacer ETFs including PWS into Save's FDIC-backed principal protection portfolios for brokerage and wealth management channels, enhancing advisor access to hybrid cash-management and growth solutions. Pacer ETFs continues expanding its lineup, with launches such as new Cash Cows Growth Rotation and Quality-Focused funds in June 2025, alongside a private equity and venture capital-targeted ETF, reflecting broader strategic growth in rules-based strategies. The firm maintains tax efficiency, reporting no anticipated 2024 capital gains distributions across its ETFs.