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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
PFS
101
Prospera Financial Services
Texas
$18.1M +$1.83M +31,260 +11%
IWM
102
IHT Wealth Management
Illinois
$18M +$1.72M +29,292 +10%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$17.9M -$51.2K -873 -0.3%
IAA
104
Independent Advisor Alliance
North Carolina
$17.7M +$18M +307,576 +4,827%
SMC
105
Smith, Moore & Co
Missouri
$17.7M -$1.67M -28,514 -8%
WP
106
WealthPLAN Partners
Nebraska
$17.5M -$783K -13,360 -4%
GFM
107
GEN Financial Management
Minnesota
$17.5M +$18.1M +309,296 New
PA
108
Procyon Advisors
Connecticut
$17.2M +$156K +2,667 +0.9%
HI
109
Hudock Inc
Pennsylvania
$17M -$24.5K -418 -0.1%
BMCM
110
Bryn Mawr Capital Management
Pennsylvania
$17M +$1.27M +21,649 +8%
JWCA
111
J.W. Cole Advisors
Florida
$16.7M +$284K +4,847 +2%
CAWM
112
Capital Advisors Wealth Management
Washington
$16.3M -$2.69M -45,810 -14%
RW
113
Regimen Wealth
Georgia
$16.3M -$132K -2,258 -0.8%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$16.2M +$2.53M +43,193 +18%
BI
115
Ballast Inc
Kentucky
$16.1M +$2.61M +44,544 +19%
ODFS
116
O'Donnell Financial Services
California
$15.4M -$368K -6,276 -2%
MOS
117
MGO One Seven
Ohio
$15.4M -$212K -3,612 -1%
BFWA
118
Benchmark Financial Wealth Advisors
Florida
$15.3M +$1.42M +24,307 +10%
CFG
119
CMC Financial Group
Georgia
$15M -$4.9M -83,527 -24%
CNWM
120
Clay Northam Wealth Management
California
$14.9M +$65K +1,109 +0.4%
AAA
121
American Alpha Advisors
New York
$14.9M +$5.66M +96,629 +58%
SA
122
Sylvest Advisors
Texas
$14.8M +$15.3M +261,522 New
EWA
123
EverSource Wealth Advisors
Alabama
$14.7M +$7.51M +128,161 +97%
FPGK
124
Financial Partners Group (Kansas)
Kansas
$14.1M +$379K +6,461 +3%
SG
125
StoneX Group
New York
$14.1M +$14.6M +248,380 New
3 4
5
6 7

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.