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Pacer US Small Cap Cash Cows 100 ETF

193 hedge funds and large institutions have $1.47B invested in Pacer US Small Cap Cash Cows 100 ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 100 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 15

257% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 28

58% more capital invested

Capital invested by funds: $929M → $1.47B (+$538M)

26% more funds holding

Funds holding: 153193 (+40)

6.4% more ownership

Funds ownership: 67.8%74.2% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
193
Holders Change
+40
Holders Change %
+26.14%
% of All Funds
3.08%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
56
Increased
100
Reduced
28
Closed
15
Calls
$989K
Puts
Net Calls
+$989K
Net Calls Change
+$989K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$387M +$128M +3,327,805 +49%
Morgan Stanley
2
Morgan Stanley
New York
$117M +$19.9M +517,790 +20%
Wells Fargo
3
Wells Fargo
California
$86.6M +$14.9M +386,818 +20%
Stifel Financial
4
Stifel Financial
Missouri
$66.1M +$54.8M +1,423,174 +454%
LPL Financial
5
LPL Financial
California
$64.2M +$13.6M +352,153 +26%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$58M +$13.8M +358,923 +31%
UBS Group
7
UBS Group
Switzerland
$50.9M +$10.9M +284,234 +27%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$39.2M +$37.8M +982,375 +2,120%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$36.3M +$5.83M +151,442 +19%
Osaic Holdings
10
Osaic Holdings
Arizona
$33.7M +$4.39M +114,111 +15%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$31.2M +$10.4M +270,147 +49%
RJA
12
Raymond James & Associates
Florida
$26.5M +$4.03M +104,598 +18%
CIM
13
Confluence Investment Management
Missouri
$22.2M +$22.4M +582,652 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$19.8M +$5.67M +147,285 +39%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$18.4M +$7.34M +190,704 +65%
PWS
16
Paragon Wealth Strategies
Florida
$18.4M +$18.6M +483,363 New
CAN
17
Cetera Advisor Networks
California
$18M +$3.32M +86,282 +22%
HWA
18
HHM Wealth Advisors
Tennessee
$15.9M +$2.05M +53,299 +15%
SPWG
19
Sage Private Wealth Group
Illinois
$15.8M +$275K +7,139 +2%
APCM
20
Alaska Permanent Capital Management
Alaska
$12.8M +$12.9M +335,463 New
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$9.65M +$3.49M +90,677 +56%
CWM
22
Cornerstone Wealth Management
Missouri
$9.49M +$9.6M +249,297 New
HFS
23
Howard Financial Services
Texas
$9.27M +$495K +12,851 +6%
CJFS
24
Coulter & Justus Financial Services
Tennessee
$8.7M +$336K +8,729 +4%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$8.27M +$1.21M +31,480 +17%