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Pacer US Cash Cows Growth ETF

26 hedge funds and large institutions have $29.6M invested in Pacer US Cash Cows Growth ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

30% more funds holding

Funds holding: 2026 (+6)

29% more capital invested

Capital invested by funds: $22.9M → $29.6M (+$6.73M)

16.26% more ownership

Funds ownership: 61%77.25% (+16%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
4
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$15.7M +$2.3M +64,948 +18%
MWM
2
Modern Wealth Management
Kansas
$5.64M +$5.46M +154,362 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.18M -$513K -14,521 -31%
CA
4
Cetera Advisors
Colorado
$945K +$915K +25,892 New
LPL Financial
5
LPL Financial
California
$924K +$120K +3,393 +15%
NWM
6
Napa Wealth Management
California
$848K +$821K +23,213 New
CAN
7
Cetera Advisor Networks
California
$626K +$606K +17,156 New
SPL
8
Smart Portfolios LLC
Washington
$559K +$11.8K +334 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$494K +$30.4K +861 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$456K -$36.3K -1,028 -8%
CWM
11
Cornerstone Wealth Management
Missouri
$401K +$388K +10,988 New
AAS
12
Avantax Advisory Services
Texas
$350K +$339K +9,576 New
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$333K
MML Investors Services
14
MML Investors Services
Massachusetts
$274K -$50.6K -1,432 -16%
SWA
15
Stratos Wealth Advisors
Ohio
$265K -$365K -10,318 -59%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$233K +$226K +6,388 New
IFG
17
Independent Financial Group
California
$210K
Osaic Holdings
18
Osaic Holdings
Arizona
$64.8K -$40.3K -1,139 -39%
ASN
19
Advisory Services Network
Georgia
$47.8K +$46.3K +1,310 New
UBS Group
20
UBS Group
Switzerland
$44.5K -$66.1K -1,871 -61%
Wells Fargo
21
Wells Fargo
California
$14.9K +$14.4K +407 New
PS
22
Principal Securities
Iowa
$9.49K +$9.19K +260 New
GWM
23
Geneos Wealth Management
Colorado
$9.27K
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$5.95K -$13.7K -387 -70%
HI
25
Harbour Investments
Wisconsin
$5.18K

BUL Hedge Fund Activity: Q4 2023 in Review

26 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer US Cash Cows Growth ETF (BUL) for Q4 2023, worth a combined $29.6M — up 29% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BUL positions and 4 closed out — a net gain of 6 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $2.3M. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $1.82M sold.

  • 26 institutional investors held Pacer US Cash Cows Growth ETF (BUL) as of Q4 2023, up from 20 in Q3 2023.
  • Funds reported $29.6M of Pacer US Cash Cows Growth ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 10 funds opened new Pacer US Cash Cows Growth ETF positions in Q4 2023 and 4 closed out, a net change of +6 holders.
  • The largest Pacer US Cash Cows Growth ETF buyer in Q4 2023 was Pacer Advisors, an estimated $2.3M added.
  • The largest Pacer US Cash Cows Growth ETF seller in Q4 2023 was D.A. Davidson & Co, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2023.