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Pacer US Small Cap Cash Cows 100 ETF

504 hedge funds and large institutions have $7.1B invested in Pacer US Small Cap Cash Cows 100 ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 268 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 37

227% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 82

59% more funds holding in top 10

Funds holding in top 10: 2743 (+16)

32% more capital invested

Capital invested by funds: $5.39B → $7.1B (+$1.71B)

20% more funds holding

Funds holding: 419504 (+85)

8% less call options, than puts

Call options by funds: $978K | Put options by funds: $1.06M

8.43% less ownership

Funds ownership: 82.5%74.07% (-8.4%)

Holders
504
Holders Change
+85
Holders Change %
+20.29%
% of All Funds
7.26%
Holding in Top 10
43
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+59.26%
% of All Funds
0.62%
New
129
Increased
268
Reduced
82
Closed
37
Calls
$978K
Puts
$1.06M
Net Calls
-$84K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$39M +$13.9M +293,338 +59%
CIM
27
Confluence Investment Management
Missouri
$38.8M +$5.45M +114,624 +17%
KAS
28
Kestra Advisory Services
Texas
$37M +$20M +421,322 +127%
BWL
29
Bogart Wealth LLC
Virginia
$35.3M +$12M +252,362 +54%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$33.1M +$30.7M +645,763 +2,384%
NA
31
NewEdge Advisors
Louisiana
$32.8M +$8.59M +180,744 +37%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$30.9M +$13.5M +283,689 +82%
HighTower Advisors
33
HighTower Advisors
Illinois
$28.9M +$13.5M +283,972 +93%
AAS
34
Avantax Advisory Services
Texas
$27.5M +$9.14M +192,322 +52%
JP Morgan Chase
35
JP Morgan Chase
New York
$27.4M +$6.72M +141,231 +34%
HWA
36
HHM Wealth Advisors
Tennessee
$26.9M -$1.6M -33,573 -6%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$26.4M +$7.13M +150,019 +39%
BCI
38
Brinker Capital Investments
Pennsylvania
$26.2M -$7.14M -150,162 -22%
OPS
39
Orion Portfolio Solutions
Nebraska
$26.2M -$7.14M -150,162 -22%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$24.6M +$10M +211,344 +73%
SGDR
41
SPX Gestao de Recursos
Brazil
$24.1M +$23.3M +490,265 New
PA
42
Procyon Advisors
Connecticut
$24.1M +$2.04M +42,832 +10%
DIM
43
Delta Investment Management
California
$23.2M +$22.4M +471,875 New
TWM
44
Tradition Wealth Management
Minnesota
$22.8M +$7.14M +150,128 +48%
GAA
45
Global Assets Advisory
Florida
$22.4M +$51.1M +1,074,690 +5,424%
YCG
46
Yeomans Consulting Group
Georgia
$22.2M +$21.4M +451,039 New
NW
47
NewEdge Wealth
Pennsylvania
$22M +$3.01M +63,380 +15%
BIG
48
Boothe Investment Group
Delaware
$21M +$20.3M +426,895 New
CFG
49
CMC Financial Group
Georgia
$20.9M +$973K +20,467 +5%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$20.2M -$2.86M -60,105 -13%