We are live on ! Find out more
COWZ icon

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
RW
76
RVW Wealth
California
$14.7M +$15M +313,613 New
BFG
77
Barber Financial Group
Kansas
$14.7M +$6.46M +135,222 +76%
AI
78
Atria Investments
North Carolina
$14.7M +$768K +16,083 +5%
AWM
79
Axxcess Wealth Management
California
$14.7M -$3.34M -69,906 -18%
CWAF
80
Core Wealth Advisors (Florida)
Florida
$14.4M -$47.3K -990 -0.3%
PA
81
PFG Advisors
Arizona
$14.1M +$1.68M +35,191 +13%
SC
82
Sepio Capital
Utah
$13.8M +$7.27M +152,284 +107%
CAC
83
Certified Advisory Corp
Florida
$13.7M +$3.5M +73,262 +33%
MI
84
Moneywise Inc
Virginia
$13.6M +$1.91M +40,015 +16%
AC
85
AlphaCore Capital
California
$13.6M -$3.29M -68,827 -19%
SFG
86
Socha Financial Group
New York
$13.5M +$787K +16,469 +6%
SAS
87
Sage Advisory Services
Texas
$13.4M +$1.1M +23,056 +9%
OPS
88
Orion Portfolio Solutions
Nebraska
$13.2M +$4.65M +97,371 +53%
BCI
89
Brinker Capital Investments
Pennsylvania
$13.2M +$13.4M +281,350 New
DE
90
Day & Ennis
Georgia
$12.7M +$938K +19,633 +8%
BAM
91
Belpointe Asset Management
Nevada
$12.5M -$10.4M -218,730 -45%
SMC
92
Smith, Moore & Co
Missouri
$12.5M -$1.12M -23,456 -8%
APS
93
American Planning Services
Florida
$12.4M -$1.18M -24,623 -9%
APCM
94
Alaska Permanent Capital Management
Alaska
$12.3M +$12.5M +262,057 New
PI
95
PFS Investments
Georgia
$12.2M -$321K -6,712 -3%
HI
96
Hudock Inc
Pennsylvania
$12.1M +$957K +20,037 +8%
Truist Financial
97
Truist Financial
North Carolina
$11.8M +$2.82M +59,113 +31%
FIA
98
Foundations Investment Advisors
Arizona
$11.5M +$11.7M +244,776 New
TFS
99
Thoroughbred Financial Services
Tennessee
$11.4M +$1.03M +21,482 +10%
CAP
100
Columbia Advisory Partners
Washington
$11.2M +$11.4M +238,578 New
2 3
4
5 6

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.