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Pacer US Large Cap Cash Cows Growth Leaders ETF

23 hedge funds and large institutions have $29.2M invested in Pacer US Large Cap Cash Cows Growth Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 1

150% more capital invested

Capital invested by funds: $11.6M → $29.2M (+$17.5M)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

24.79% more ownership

Funds ownership: 34.03%58.82% (+25%)

15% more funds holding

Funds holding: 2023 (+3)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
15
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Compass Advisory Group
New York
$7.94M +$7.4M +333,112 New
LIWM
2
Long Island Wealth Management
New York
$3.65M +$3.41M +153,330 New
Truist Financial
3
Truist Financial
North Carolina
$3.3M +$356K +16,013 +13%
TFG
4
Team Financial Group
California
$2.9M +$143K +6,436 +6%
ASN
5
Advisory Services Network
Georgia
$2.11M +$100K +4,521 +5%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.52M +$806K +36,263 +132%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.45M +$1.35M +60,893 New
NWM
8
Napa Wealth Management
California
$810K +$755K +33,984 New
EFMC
9
Empire Financial Management Company
New York
$790K +$398K +17,935 +118%
Osaic Holdings
10
Osaic Holdings
Arizona
$737K +$194K +8,746 +39%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$585K +$58.5K +2,634 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$493K +$25.9K +1,166 +6%
CAN
13
Cetera Advisor Networks
California
$466K +$78.4K +3,529 +22%
CA
14
Cetera Advisors
Colorado
$461K +$51.2K +2,305 +14%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$460K +$14.8K +668 +4%
PA
16
PFG Advisors
Arizona
$415K +$20.2K +908 +6%
PPW
17
Pasadena Private Wealth
California
$320K +$298K +13,405 New
IFG
18
Independent Financial Group
California
$258K +$17.9K +804 +8%
WMA
19
Wealth Management Associates
New Jersey
$229K -$12.2K -550 -5%
CFD
20
Creative Financial Designs
Indiana
$162K
HI
21
Harbour Investments
Wisconsin
$87.9K +$9.93K +447 +14%
CAL
22
Capital Analysts LLC
Pennsylvania
$11K
HWA
23
HHM Wealth Advisors
Tennessee
$6.13K +$3.04K +137 +114%
Citadel Advisors
24
Citadel Advisors
Florida
-$371K -17,330 Closed
IA
25
IFP Advisors
Florida
-$8.77K -410 Closed

COWG Hedge Fund Activity: Q4 2023 in Review

23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) for Q4 2023, worth a combined $29.2M — up 150% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new COWG positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 1 trimmed.

The largest buyer was Compass Advisory Group, opening a new position worth an estimated $7.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $371K sold.

  • 23 institutional investors held Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) as of Q4 2023, up from 20 in Q3 2023.
  • Funds reported $29.2M of Pacer US Large Cap Cash Cows Growth Leaders ETF stock for Q4 2023, up 150% quarter-over-quarter.
  • 5 funds opened new Pacer US Large Cap Cash Cows Growth Leaders ETF positions in Q4 2023 and 2 closed out, a net change of +3 holders.
  • The largest Pacer US Large Cap Cash Cows Growth Leaders ETF buyer in Q4 2023 was Compass Advisory Group, an estimated $7.4M added.
  • The largest Pacer US Large Cap Cash Cows Growth Leaders ETF seller in Q4 2023 was Citadel Advisors, an estimated $371K sold.

Based on aggregated 13F filings for Q4 2023.