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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
AWA
526
Arete Wealth Advisors
Illinois
– -$373M -8,061 Closed
SPA
527
Shore Point Advisors
New Jersey
– -$343K -7,409 Closed
IA
528
Insight Advisors
Pennsylvania
– -$336K -7,330 Closed
ACM
529
Advance Capital Management
Michigan
– -$324K -7,009 Closed
KWILP
530
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$261K -5,637 Closed
BF
531
BOK Financial
Oklahoma
– -$260K -5,624 Closed
EWA
532
EP Wealth Advisors
California
– -$251K -5,423 Closed
CAL
533
Capital Analysts LLC
Pennsylvania
– -$235K -5,081 Closed
PFO
534
Pathstone Family Office
New Jersey
– -$233K -5,073 Closed
PPWM
535
Paragon Private Wealth Management
Kentucky
– -$224K -4,841 Closed
Qube Research & Technologies (QRT)
536
Qube Research & Technologies (QRT)
United Kingdom
– -$176K -3,800 Closed
WOSD
537
WFA of San Diego
California
– -$111K -2,399 Closed
RBC
538
Romano Brothers & Co
Illinois
– -$92.7K -2,005 Closed
AWM
539
Accurate Wealth Management
Florida
– -$74.7K -1,559 Closed
LTI
540
Laffer Tengler Investments
Tennessee
– -$49.7K -1,075 Closed
SJIM
541
St. Johns Investment Management
Florida
– -$46.3K -1,000 Closed
LS
542
Leelyn Smith
Illinois
– -$17.2K -372 Closed
TFGT
543
TS Financial Group (TSFG)
Illinois
– -$17K -366 Closed
TWA
544
Tandem Wealth Advisors
Arizona
– -$13K -282 Closed
TC
545
Truvestments Capital
Florida
– -$9.87K -213 Closed
BC
546
Bartlett & Co
Ohio
– -$3K -70 Closed
BCWM
547
Bartlett & Co Wealth Management
Ohio
– -$3.24K -70 Closed
CCMI
548
Creative Capital Management Investments
California
– -$2K -50 Closed
FGAM
549
Financial Gravity Asset Management
Texas
– -$418 -46 Closed
DWP
550
Destiny Wealth Partners
Florida
– -$1.39K -30 Closed
18 19 20 21
22

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.