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Pacer US Cash Cows 100 ETF

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: 7183 (+12)

17% more capital invested

Capital invested by funds: $8.04B → $9.4B (+$1.36B)

11% more funds holding

Funds holding: 461514 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
201
One Plus One Wealth Management
Florida
$3.33M +$1.19M +25,012 +55%
FFG
202
Fortem Financial Group
California
$3.31M +$644K +13,490 +24%
FA
203
FDx Advisors
Illinois
$3.25M
EWA
204
EverSource Wealth Advisors
Alabama
$3.24M +$689K +14,420 +26%
GCA
205
Greenwood Capital Associates
South Carolina
$3.19M +$3.25M +68,037 New
BFEC
206
Benjamin F. Edwards & Company
Missouri
$3.12M +$19.1K +399 +0.6%
RF
207
Rollins Financial
Georgia
$3.03M +$2.43M +50,825 +369%
AFG
208
Atomi Financial Group
New York
$3.03M +$3.08M +64,445 New
RIA
209
Realta Investment Advisors
Delaware
$3.02M -$257K -5,389 -8%
ACA
210
Aspire Capital Advisors
Washington
$3.02M +$3.07M +64,242 New
TGAM
211
TBH Global Asset Management
Tennessee
$2.92M +$1.33M +27,858 +81%
TPWA
212
TRUE Private Wealth Advisors
Oregon
$2.91M -$51.4K -1,076 -2%
BCM
213
Brookstone Capital Management
Illinois
$2.88M -$3.55M -74,401 -55%
KWM
214
Kingsview Wealth Management
Oregon
$2.84M -$7.22M -151,131 -71%
JFG
215
Jefferies Financial Group
New York
$2.83M +$1.48M +30,891 +105%
William Blair & Company
216
William Blair & Company
Illinois
$2.79M +$603K +12,618 +27%
SPL
217
Smart Portfolios LLC
Washington
$2.75M +$7.83K +164 +0.3%
NFG
218
Nations Financial Group
Iowa
$2.71M +$1.22M +25,502 +79%
NLP
219
Next Level Private
New York
$2.69M +$9.79K +205 +0.4%
VBFP
220
Valtinson Bruner Financial Planning
Minnesota
$2.65M +$2.25M +47,131 +503%
WIM
221
Waycross Investment Management
Washington
$2.64M -$30.6K -640 -1%
MFG
222
Mainsail Financial Group
Washington
$2.62M +$558K +11,673 +27%
WWM
223
WJ Wealth Management
Arizona
$2.62M +$2.66M +55,765 New
CAM
224
Cresset Asset Management
Illinois
$2.62M +$434K +9,077 +19%
AWM
225
Apollon Wealth Management
South Carolina
$2.6M +$2.64M +55,297 New

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.