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Pacer US Cash Cows 100 ETF
COWZ

514 hedge funds and large institutions have $9.4B invested in Pacer US Cash Cows 100 ETF in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 300 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $803K

233% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 90

171% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 71 → 83 (+12)

17% more capital invested

Capital invested by funds: $8.04B → $9.4B (+$1.36B)

11% more funds holding

Funds holding: 461 → 514 (+53)

1.13% less ownership

Funds ownership: 75.36% → 74.23% (-1.1%)

Holders
514
Holders Change
+53
Holders Change %
+11.5%
% of All Funds
8.19%
Holding in Top 10
83
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+16.9%
% of All Funds
1.32%
New
95
Increased
300
Reduced
90
Closed
35
Calls
$3.18M
Puts
$803K
Net Calls
+$2.38M
Net Calls Change
+$1.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$710M
2
Morgan Stanley
Morgan Stanley
New York
+$122M
3
LPL Financial
LPL Financial
California
+$74.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$65.1M
5
Ameriprise
Ameriprise
Minnesota
+$59.5M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$373M
2
WIM
WealthPlan Investment Management
Nebraska
-$19.2M
3
FSA
Financial Services Advisory
Maryland
-$13.2M
4
IA
IFP Advisors
Florida
-$12.6M
5
BAM
Belpointe Asset Management
Nevada
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
426
Aspire Wealth Management
Massachusetts
$288K +$57.2K +1,198 +24%
EL
427
EMFO LLC
Florida
$288K – – –
CBFP
428
Cedar Brook Financial Partners
Ohio
$281K +$286K +5,992 New
CFG
429
CMC Financial Group
Georgia
$280K +$284K +5,954 New
WMWM
430
Whitaker-Myers Wealth Managers
Ohio
$277K +$17.5K +366 +7%
KCFA
431
Key Client Fiduciary Advisors
New Jersey
$276K +$44.9K +939 +19%
Manulife (Manufacturers Life Insurance)
432
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272K -$230K -4,806 -45%
AWS
433
AJ Wealth Strategies
New York
$269K +$64.3K +1,346 +31%
AWA
434
Arkadios Wealth Advisors
Georgia
$265K +$17.1K +359 +7%
TA
435
TruWealth Advisors
Louisiana
$252K +$256K +5,367 New
DIM
436
Delta Investment Management
California
$252K +$256K +5,361 New
SWM
437
SFG Wealth Management
Maryland
$247K -$26.4K -553 -10%
SG
438
Stonnington Group
California
$240K – – –
CWM
439
Congress Wealth Management
Massachusetts
$239K +$25.9K +543 +12%
FC
440
Forte Capital
New York
$231K – – –
SAM
441
Secure Asset Management
Michigan
$227K +$231K +4,832 New
CAGAS
442
Capital Advisory Group Advisory Services
Minnesota
$225K +$229K +4,800 New
FIM
443
Freedom Investment Management
Connecticut
$223K +$227K +4,754 New
TP
444
Tranquility Partners
Tennessee
$222K +$226K +4,739 New
SW
445
SteelPeak Wealth
California
$219K +$478 +10 +0.2%
API
446
Advisor Partners II
California
$219K – – –
Fidelity Investments
447
Fidelity Investments
Massachusetts
$219K +$48.3K +1,011 +28%
BW
448
Bison Wealth
Georgia
$215K +$9.74K +204 +4%
CG
449
Caprock Group
Idaho
$208K +$212K +4,433 New
IAA
450
Independent Advisor Alliance
North Carolina
$208K +$211K +4,420 New
16 17
18
19 20

COWZ Hedge Fund Activity: Q1 2023 in Review

514 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer US Cash Cows 100 ETF (COWZ) for Q1 2023, worth a combined $9.4B — up 17% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new COWZ positions and 35 closed out — a net gain of 60 holders — while 300 added to existing stakes and 90 trimmed.

The largest buyer was Bank of America, adding an estimated $710M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $373M sold.

  • 514 institutional investors held Pacer US Cash Cows 100 ETF (COWZ) as of Q1 2023, up from 461 in Q4 2022.
  • Funds reported $9.4B of Pacer US Cash Cows 100 ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 95 funds opened new Pacer US Cash Cows 100 ETF positions in Q1 2023 and 35 closed out, a net change of +60 holders.
  • The largest Pacer US Cash Cows 100 ETF buyer in Q1 2023 was Bank of America, an estimated $710M added.
  • The largest Pacer US Cash Cows 100 ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $373M sold.

Based on aggregated 13F filings for Q1 2023.