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Pacer US Cash Cows 100 ETF
COWZ

855 hedge funds and large institutions have $18B invested in Pacer US Cash Cows 100 ETF in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 395 increasing their positions, 246 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 38

61% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 246

23% more funds holding in top 10

Funds holding in top 10: 114 → 140 (+26)

13% more funds holding

Funds holding: 758 → 855 (+97)

2% more capital invested

Capital invested by funds: $17.6B → $18B (+$395M)

0.33% more ownership

Funds ownership: 69.62% → 69.96% (+0.33%)

67% less call options, than puts

Call options by funds: $311K | Put options by funds: $938K

Holders
855
Holders Change
+97
Holders Change %
+12.8%
% of All Funds
11.26%
Holding in Top 10
140
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+22.81%
% of All Funds
1.84%
New
149
Increased
395
Reduced
246
Closed
38
Calls
$311K
Puts
$938K
Net Calls
-$627K
Net Calls Change
-$2M

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$84.1M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$58.5M
3
LPL Financial
LPL Financial
California
+$54.3M
4
Wells Fargo
Wells Fargo
California
+$38.3M
5
MYIA
Mount Yale Investment Advisors
Colorado
+$32.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$91.7M
2
Ameriprise
Ameriprise
Minnesota
-$55.3M
3
ECG
Edge Capital Group
Georgia
-$37.9M
4
Osaic Holdings
Osaic Holdings
Arizona
-$37.4M
5
CCWM
Correct Capital Wealth Management
Missouri
-$33.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
26
Requisite Capital Management
Texas
$70.6M -$6.65M -113,380 -8%
SA
27
Sanctuary Advisors
Indiana
$63.4M -$1.26M -21,490 -2%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$62M +$12.5M +213,036 +24%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$61.9M +$58.5M +997,942 +1,027%
Truist Financial
30
Truist Financial
North Carolina
$59.2M +$2.02M +34,441 +3%
SPIA
31
Steward Partners Investment Advisory
New York
$56.7M +$1.47M +25,068 +3%
TIA
32
Traphagen Investment Advisors
New Jersey
$56.2M +$482K +8,216 +0.8%
AWS
33
Atria Wealth Solutions
New York
$53.6M +$4.85M +82,670 +10%
CAAS
34
Capital Asset Advisory Services
Michigan
$53M +$1.57M +26,848 +3%
BCI
35
Brinker Capital Investments
Pennsylvania
$52.2M -$3.99M -68,099 -7%
OPS
36
Orion Portfolio Solutions
Nebraska
$52.2M -$3.99M -68,099 -7%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$51.3M +$18.6M +317,308 +54%
AWM
38
Axxcess Wealth Management
California
$50.9M +$1.76M +30,107 +3%
MWM
39
Modern Wealth Management
Kansas
$50.7M +$1.9M +32,449 +4%
SWA
40
SFMG Wealth Advisors
Texas
$48.1M +$305K +5,202 +0.6%
EH
41
Equitable Holdings
New York
$46.7M -$6.11M -104,311 -11%
PAG
42
Private Advisor Group
New Jersey
$46.5M +$555K +9,468 +1%
OBWP
43
O'Brien Wealth Partners
Massachusetts
$46.2M +$2.35M +40,092 +5%
NFC
44
Northeast Financial Consultants
Connecticut
$46M -$99.8K -1,703 -0.2%
FIA
45
Foundations Investment Advisors
Arizona
$45.1M +$7.87M +134,213 +20%
Citigroup
46
Citigroup
New York
$44.1M +$2.65M +45,162 +6%
PWM
47
Provident Wealth Management
Tennessee
$43.3M +$3.52M +59,979 +8%
RW
48
RVW Wealth
California
$43.1M -$1.31M -22,306 -3%
EK
49
Evensky & Katz
Florida
$42.3M +$846K +14,430 +2%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$41.5M -$5.44M -92,848 -11%
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COWZ Hedge Fund Activity: Q4 2024 in Review

855 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer US Cash Cows 100 ETF (COWZ) for Q4 2024, worth a combined $18B — up 2.2% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new COWZ positions and 38 closed out — a net gain of 111 holders — while 395 added to existing stakes and 246 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $84.1M. The largest seller was Bank of America, cutting an estimated $91.7M.

  • 855 institutional investors held Pacer US Cash Cows 100 ETF (COWZ) as of Q4 2024, up from 758 in Q3 2024.
  • Funds reported $18B of Pacer US Cash Cows 100 ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 149 funds opened new Pacer US Cash Cows 100 ETF positions in Q4 2024 and 38 closed out, a net change of +111 holders.
  • The largest Pacer US Cash Cows 100 ETF buyer in Q4 2024 was Janney Montgomery Scott, an estimated $84.1M added.
  • The largest Pacer US Cash Cows 100 ETF seller in Q4 2024 was Bank of America, an estimated $91.7M sold.

Based on aggregated 13F filings for Q4 2024.