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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
PA
101
Paragon Advisors
Texas
$11.1M +$1.2M +25,125 +12%
IA
102
IFP Advisors
Florida
$10.6M -$12.6M -263,930 -43%
FANJ
103
Financial Architects (New Jersey)
New Jersey
$10.6M +$2.31M +48,257 +27%
Citigroup
104
Citigroup
New York
$10.6M +$3.52M +73,640 +48%
ZIMP
105
Zimmermann Investment Management & Planning
Pennsylvania
$10.4M +$144K +3,018 +1%
AF
106
Apexium Financial
Texas
$10.3M +$1.18M +24,761 +13%
BI
107
Ballast Inc
Kentucky
$9.93M +$245K +5,119 +2%
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$9.21M +$3.16M +66,181 +51%
TFA
109
Teamwork Financial Advisors
Texas
$9.17M +$7.43M +155,437 +389%
Citadel Advisors
110
Citadel Advisors
Florida
$9.11M +$6.66M +139,410 +255%
CNWM
111
Clay Northam Wealth Management
California
$8.81M +$295K +6,176 +3%
JWCA
112
J.W. Cole Advisors
Florida
$8.78M -$3.02M -63,224 -25%
AC
113
ASB Consultores
Florida
$8.62M +$8.77M +183,500 New
CJFS
114
Coulter & Justus Financial Services
Tennessee
$8.49M +$1.22M +25,492 +16%
RA
115
RiverTree Advisors
Florida
$8.46M +$509K +10,660 +6%
IW
116
Instrumental Wealth
Florida
$8.09M +$8.56M +179,162 New
NA
117
NewEdge Advisors
Louisiana
$8.04M +$781K +16,343 +10%
IFG
118
Independent Financial Group
California
$7.88M +$1.92M +40,146 +31%
MCM
119
MAI Capital Management
Ohio
$7.81M +$1.76M +36,754 +28%
Aberdeen Group
120
Aberdeen Group
United Kingdom
$7.68M +$3.95M +82,596 +102%
OFS
121
OneAscent Financial Services
Alabama
$7.62M +$3.27M +68,512 +73%
KPWS
122
Kestra Private Wealth Services
Texas
$7.53M +$3.16M +66,077 +70%
CPIG
123
Chicago Partners Investment Group
Illinois
$7.43M +$2.09M +43,686 +39%
PWM
124
Pacific Wealth Management
California
$7.37M +$420K +8,798 +6%
FH
125
FWG Holdings
Florida
$7.33M +$903K +18,899 +14%
3 4
5
6 7

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.