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Pacer US Cash Cows 100 ETF
COWZ

461 hedge funds and large institutions have $8.04B invested in Pacer US Cash Cows 100 ETF in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 251 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 20

356% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 55

61% more funds holding in top 10

Funds holding in top 10: 44 → 71 (+27)

57% more capital invested

Capital invested by funds: $5.11B → $8.04B (+$2.93B)

48% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $1.35M

28% more funds holding

Funds holding: 361 → 461 (+100)

0.02% less ownership

Funds ownership: 75.38% → 75.36% (-0.02%)

Holders
461
Holders Change
+100
Holders Change %
+27.7%
% of All Funds
7.41%
Holding in Top 10
71
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+61.36%
% of All Funds
1.14%
New
129
Increased
251
Reduced
55
Closed
20
Calls
$2.01M
Puts
$1.35M
Net Calls
+$653K
Net Calls Change
+$1.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$311M
2
Morgan Stanley
Morgan Stanley
New York
+$227M
3
LPL Financial
LPL Financial
California
+$193M
4
Wells Fargo
Wells Fargo
California
+$108M
5
Osaic Holdings
Osaic Holdings
Arizona
+$75M

Top Sellers

1
TPWA
TRUE Private Wealth Advisors
Oregon
-$16.5M
2
SC
Sepio Capital
Utah
-$5.07M
3
CPC
Consolidated Planning Corp
Georgia
-$4.42M
4
AWM
Aprio Wealth Management
Georgia
-$4.22M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
26
SFMG Wealth Advisors
Texas
$34.7M +$427K +9,178 +1%
MML Investors Services
27
MML Investors Services
Massachusetts
$33.4M +$12M +258,658 +56%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$32.3M +$19.7M +423,048 +153%
MCC
29
Money Concepts Capital
Florida
$31.7M +$4.38M +94,057 +16%
BC
30
Brio Consultants
California
$31.5M +$975K +20,938 +3%
HI
31
Harbour Investments
Wisconsin
$30.6M +$28.4M +609,980 +1,177%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$28M +$439K +9,435 +2%
WP
33
WealthPLAN Partners
Nebraska
$26.9M +$25M +536,268 New
WIM
34
WealthPlan Investment Management
Nebraska
$26.8M +$1.34M +28,681 +6%
IDA
35
Intelligence Driven Advisers
California
$26.2M +$25.7M +553,008 New
EK
36
Evensky & Katz
Florida
$26.1M +$26.3M +563,961 New
JMPWA
37
JP Morgan Private Wealth Advisors
California
$25.9M +$15.5M +333,472 +147%
UW
38
Unique Wealth
Florida
$25.8M +$25.9M +557,186 New
Baird Financial Group
39
Baird Financial Group
Wisconsin
$25.2M +$2.54M +54,572 +11%
HighTower Advisors
40
HighTower Advisors
Illinois
$24.5M +$2.01M +43,073 +9%
AWS
41
Atria Wealth Solutions
New York
$24.2M +$3.31M +71,050 +16%
SPC
42
Sigma Planning Corp
Michigan
$23.6M +$2.55M +54,750 +12%
AWM
43
Affinity Wealth Management
Delaware
$23.4M +$23.5M +505,230 New
Mariner
44
Mariner
Kansas
$23.2M +$23.3M +501,247 New
OCM
45
One Capital Management
California
$22.9M +$1.88M +40,356 +9%
EH
46
Equitable Holdings
New York
$22.7M +$4.31M +92,637 +23%
BAM
47
Belpointe Asset Management
Nevada
$22.5M +$10.7M +230,233 +90%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$22.2M +$15.8M +340,006 +244%
NFC
49
Northeast Financial Consultants
Connecticut
$21.4M +$19.7M +423,033 +1,072%
DADC
50
D.A. Davidson & Co
Montana
$19.7M +$5.48M +117,609 +38%
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COWZ Hedge Fund Activity: Q4 2022 in Review

461 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer US Cash Cows 100 ETF (COWZ) for Q4 2022, worth a combined $8.04B — up 57% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new COWZ positions and 20 closed out — a net gain of 109 holders — while 251 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $311M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $16.5M.

  • 461 institutional investors held Pacer US Cash Cows 100 ETF (COWZ) as of Q4 2022, up from 361 in Q3 2022.
  • Funds reported $8.04B of Pacer US Cash Cows 100 ETF stock for Q4 2022, up 57% quarter-over-quarter.
  • 129 funds opened new Pacer US Cash Cows 100 ETF positions in Q4 2022 and 20 closed out, a net change of +109 holders.
  • The largest Pacer US Cash Cows 100 ETF buyer in Q4 2022 was Bank of America, an estimated $311M added.
  • The largest Pacer US Cash Cows 100 ETF seller in Q4 2022 was TRUE Private Wealth Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2022.