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Pacer US Cash Cows 100 ETF

361 hedge funds and large institutions have $5.11B invested in Pacer US Cash Cows 100 ETF in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 58

204% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 26

22% more funds holding in top 10

Funds holding in top 10: 3644 (+8)

17% more capital invested

Capital invested by funds: $4.38B → $5.11B (+$728M)

15% more funds holding

Funds holding: 313361 (+48)

1.69% more ownership

Funds ownership: 73.69%75.38% (+1.7%)

56% less call options, than puts

Call options by funds: $316K | Put options by funds: $714K

Holders
361
Holders Change
+48
Holders Change %
+15.34%
% of All Funds
6.22%
Holding in Top 10
44
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.22%
% of All Funds
0.76%
New
79
Increased
200
Reduced
58
Closed
26
Calls
$316K
Puts
$714K
Net Calls
-$398K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.24B +$312M +6,945,799 +30%
Morgan Stanley
2
Morgan Stanley
New York
$520M +$52.8M +1,175,643 +10%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$300M +$50.6M +1,127,410 +18%
Wells Fargo
4
Wells Fargo
California
$255M +$5.56M +123,700 +2%
LPL Financial
5
LPL Financial
California
$245M +$35.3M +786,438 +15%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$186M +$28.3M +630,834 +16%
UBS Group
7
UBS Group
Switzerland
$183M +$38.5M +856,595 +24%
Osaic Holdings
8
Osaic Holdings
Arizona
$163M +$48.1M +1,071,211 +37%
RJA
9
Raymond James & Associates
Florida
$144M +$32.5M +724,067 +26%
AAS
10
Annex Advisory Services
Wisconsin
$101M +$33.2M +739,507 +43%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$78.6M +$11.1M +247,240 +15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$73.8M +$19.8M +440,489 +32%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$72.4M +$41.2M +916,165 +108%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$68.5M +$22.4M +498,002 +42%
CCM
15
Carlson Capital Management
Minnesota
$64.9M +$4.13M +91,886 +6%
MCM
16
Mainstay Capital Management
Michigan
$61.3M -$10.9M -242,307 -14%
CAN
17
Cetera Advisor Networks
California
$49.5M +$10.4M +232,108 +24%
Stifel Financial
18
Stifel Financial
Missouri
$35.9M +$4.01M +89,197 +11%
TIA
19
Traphagen Investment Advisors
New Jersey
$32.5M +$8.32M +185,311 +30%
SWA
20
SFMG Wealth Advisors
Texas
$32M +$15M +333,416 +82%
BC
21
Brio Consultants
California
$30.2M -$2.79M -62,215 -9%
CAAS
22
Capital Asset Advisory Services
Michigan
$29.9M +$22M +489,586 +205%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$28.7M +$19.4M +432,611 +162%
RCM
24
Requisite Capital Management
Texas
$28.4M +$31.1M +693,397 New
ECG
25
Edge Capital Group
Georgia
$25.4M +$27.6M +613,956 +12,055%

COWZ Hedge Fund Activity: Q3 2022 in Review

361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pacer US Cash Cows 100 ETF (COWZ) for Q3 2022, worth a combined $5.11B — up 17% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new COWZ positions and 26 closed out — a net gain of 53 holders — while 200 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $312M. The largest seller was O'Donnell Financial Services, exiting entirely with an estimated $24.7M sold.

  • 361 institutional investors held Pacer US Cash Cows 100 ETF (COWZ) as of Q3 2022, up from 313 in Q2 2022.
  • Funds reported $5.11B of Pacer US Cash Cows 100 ETF stock for Q3 2022, up 17% quarter-over-quarter.
  • 79 funds opened new Pacer US Cash Cows 100 ETF positions in Q3 2022 and 26 closed out, a net change of +53 holders.
  • The largest Pacer US Cash Cows 100 ETF buyer in Q3 2022 was Bank of America, an estimated $312M added.
  • The largest Pacer US Cash Cows 100 ETF seller in Q3 2022 was O'Donnell Financial Services, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2022.