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Pacer US Cash Cows 100 ETF
COWZ

39 hedge funds and large institutions have $159M invested in Pacer US Cash Cows 100 ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

30% more funds holding

Funds holding: 30 → 39 (+9)

10% more capital invested

Capital invested by funds: $144M → $159M (+$15M)

4.08% more ownership

Funds ownership: 59.72% → 63.8% (+4.1%)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
10
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$11.7M
2
IAA
Independent Advisor Alliance
North Carolina
+$6.23M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.76M
4
Wells Fargo
Wells Fargo
California
+$957K
5
AG
Advisor Group
Arizona
+$569K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.54M
2
UBS Group
UBS Group
Switzerland
-$1.75M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.23M
4
Morgan Stanley
Morgan Stanley
New York
-$1.07M
5
Citadel Advisors
Citadel Advisors
Florida
-$852K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$372K +$361K +11,984 New
PAG
27
Private Advisor Group
New Jersey
$354K +$5.09K +169 +2%
BIA
28
Barry Investment Advisors
Massachusetts
$326K +$319K +10,590 New
MHS
29
M Holdings Securities
Oregon
$315K -$139K -4,601 -31%
Pacer Advisors
30
Pacer Advisors
Pennsylvania
$260K -$260K -8,632 -51%
AAS
31
Avantax Advisory Services
Texas
$220K +$214K +7,099 New
CFA
32
Carroll Financial Associates
North Carolina
$89K +$86.3K +2,865 New
APA
33
American Portfolios Advisors
New York
$69.2K +$67.1K +2,227 New
PA
34
PSI Advisors
Florida
$49K +$47.9K +1,592 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$60 +2 +0.2%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$16K – – –
IRC
37
Investors Research Corp
Georgia
$15K +$14.9K +496 New
HNB
38
Huntington National Bank
Ohio
$3K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1K +$602 +20 New
Citadel Advisors
40
Citadel Advisors
Florida
– -$852K -29,598 Closed
1
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COWZ Hedge Fund Activity: Q4 2019 in Review

39 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pacer US Cash Cows 100 ETF (COWZ) for Q4 2019, worth a combined $159M — up 10% from $144M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new COWZ positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 16 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $11.7M. The largest seller was Bank of America, cutting an estimated $2.54M.

  • 39 institutional investors held Pacer US Cash Cows 100 ETF (COWZ) as of Q4 2019, up from 30 in Q3 2019.
  • Funds reported $159M of Pacer US Cash Cows 100 ETF stock for Q4 2019, up 10% quarter-over-quarter.
  • 11 funds opened new Pacer US Cash Cows 100 ETF positions in Q4 2019 and 1 closed out, a net change of +10 holders.
  • The largest Pacer US Cash Cows 100 ETF buyer in Q4 2019 was Truist Financial, an estimated $11.7M added.
  • The largest Pacer US Cash Cows 100 ETF seller in Q4 2019 was Bank of America, an estimated $2.54M sold.

Based on aggregated 13F filings for Q4 2019.