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Pacer US Cash Cows 100 ETF

726 hedge funds and large institutions have $16.4B invested in Pacer US Cash Cows 100 ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 399 increasing their positions, 176 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 176

20% more funds holding in top 10

Funds holding in top 10: 102122 (+20)

13% more capital invested

Capital invested by funds: $14.5B → $16.4B (+$1.85B)

7% more funds holding

Funds holding: 677726 (+49)

6.52% less ownership

Funds ownership: 79.73%73.21% (-6.5%)

34% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $3.12M

Holders
726
Holders Change
+49
Holders Change %
+7.24%
% of All Funds
10.46%
Holding in Top 10
122
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+19.61%
% of All Funds
1.76%
New
100
Increased
399
Reduced
176
Closed
41
Calls
$2.04M
Puts
$3.12M
Net Calls
-$1.07M
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Requisite Capital Management
Texas
$67M +$3.78M +70,701 +7%
CAAS
27
Capital Asset Advisory Services
Michigan
$62M +$756K +14,151 +1%
AWM
28
Axxcess Wealth Management
California
$61.3M -$14.5M -270,424 -20%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$59.9M +$24.3M +454,294 +79%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$58.1M +$3.34M +62,516 +7%
CA
31
Cetera Advisors
Colorado
$57.4M +$18.5M +346,116 +54%
BCI
32
Brinker Capital Investments
Pennsylvania
$57.2M +$4.5M +84,125 +9%
OPS
33
Orion Portfolio Solutions
Nebraska
$57.2M +$4.5M +84,125 +9%
TIA
34
Traphagen Investment Advisors
New Jersey
$55.2M +$2.34M +43,802 +5%
Mariner
35
Mariner
Kansas
$51M +$2.21M +41,275 +5%
IDA
36
Intelligence Driven Advisers
California
$50.8M -$3.29M -61,506 -7%
EH
37
Equitable Holdings
New York
$49.2M +$4.31M +80,621 +11%
SWA
38
SFMG Wealth Advisors
Texas
$48M +$296K +5,537 +0.7%
NFC
39
Northeast Financial Consultants
Connecticut
$47.8M +$2.91M +54,504 +7%
PAG
40
Private Advisor Group
New Jersey
$47.4M +$1.68M +31,410 +4%
SPIA
41
Steward Partners Investment Advisory
New York
$47.2M +$7.91M +148,021 +22%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$47M +$46.3M +866,726 New
RW
43
RVW Wealth
California
$44.4M +$2.3M +43,118 +6%
OBWP
44
O'Brien Wealth Partners
Massachusetts
$43.7M +$118K +2,199 +0.3%
AWS
45
Atria Wealth Solutions
New York
$42.9M +$3.81M +71,207 +11%
Corient Private Wealth
46
Corient Private Wealth
Florida
$41.2M +$6.98M +130,674 +23%
EK
47
Evensky & Katz
Florida
$40.6M +$1.61M +30,132 +5%
ECG
48
Edge Capital Group
Georgia
$39.3M -$214K -4,010 -0.6%
JP Morgan Chase
49
JP Morgan Chase
New York
$39M +$634K +11,870 +2%
OC
50
Oppenheimer & Co
New York
$39M +$3.72M +69,555 +12%

COWZ Hedge Fund Activity: Q1 2024 in Review

726 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pacer US Cash Cows 100 ETF (COWZ) for Q1 2024, worth a combined $16.4B — up 13% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new COWZ positions and 41 closed out — a net gain of 59 holders — while 399 added to existing stakes and 176 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $1.09B.

  • 726 institutional investors held Pacer US Cash Cows 100 ETF (COWZ) as of Q1 2024, up from 677 in Q4 2023.
  • Funds reported $16.4B of Pacer US Cash Cows 100 ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 100 funds opened new Pacer US Cash Cows 100 ETF positions in Q1 2024 and 41 closed out, a net change of +59 holders.
  • The largest Pacer US Cash Cows 100 ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $167M added.
  • The largest Pacer US Cash Cows 100 ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2024.