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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
SPIA
51
Steward Partners Investment Advisory
New York
$20.2M +$8.27M +173,018 +67%
Mariner
52
Mariner
Kansas
$20.2M -$3.4M -71,179 -14%
DADC
53
D.A. Davidson & Co
Montana
$20.1M +$67.5K +1,413 +0.3%
GVAG
54
Great Valley Advisor Group
Delaware
$19.1M +$836K +17,492 +4%
WP
55
WealthPLAN Partners
Nebraska
$19.1M -$6.2M -129,690 -24%
AWM
56
AE Wealth Management
Kansas
$18.9M +$9.54M +199,643 +98%
PSCM
57
Per Stirling Capital Management
Texas
$18.5M +$4.18M +87,470 +29%
OBWG
58
Onyx Bridge Wealth Group
New York
$18.4M +$18.5M +387,746 +8,485%
WWP
59
WR Wealth Planners
Missouri
$18.4M +$4.67M +97,719 +33%
ACA
60
Aptus Capital Advisors
Alabama
$18.4M +$1.21M +25,364 +7%
GWANC
61
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.3M +$1.18M +24,750 +7%
AWM
62
Affinity Wealth Management
Delaware
$18.3M -$5.56M -116,320 -23%
GW
63
GW & Wade
Massachusetts
$17.7M +$18M +376,591 New
IA
64
IAM Advisory
Pennsylvania
$17.2M -$188K -3,925 -1%
AAS
65
Avantax Advisory Services
Texas
$16.8M +$3.82M +79,982 +29%
KIM
66
Karpus Investment Management
New York
$16.6M +$15.2M +318,187 +890%
WWM
67
Wiser Wealth Management
Georgia
$16.6M +$618K +12,944 +4%
VVP
68
Venture Visionary Partners
Ohio
$16.2M +$16.5M +345,023 New
LC
69
Legacy CG
Texas
$15.8M +$1.77M +36,967 +12%
CCA
70
Cora Capital Advisors
New Jersey
$15.6M -$775K -16,229 -5%
FAIM
71
Financial Advocates Investment Management
Washington
$15.5M +$2.1M +43,992 +15%
FVWA
72
Foster Victor Wealth Advisors
South Carolina
$15.2M +$15.5M +323,617 New
AWM
73
Aprio Wealth Management
Georgia
$14.8M +$3.31M +69,331 +28%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$14.8M +$1.94M +40,690 +15%
PCM
75
Presidio Capital Management
California
$14.7M -$3.29M -68,849 -18%
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3
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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.