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Pacer US Cash Cows 100 ETF

517 hedge funds and large institutions have $9.73B invested in Pacer US Cash Cows 100 ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 281 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,190% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $158K

92% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 146

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $9.4B → $9.73B (+$332M)

1% more funds holding

Funds holding: 514517 (+3)

1.06% less ownership

Funds ownership: 74.23%73.17% (-1.1%)

8% less funds holding in top 10

Funds holding in top 10: 8376 (-7)

Holders
517
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.12%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.19%
New
62
Increased
281
Reduced
146
Closed
51
Calls
$2.04M
Puts
$158K
Net Calls
+$1.88M
Net Calls Change
-$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.64B +$163M +3,518,107 +7%
Morgan Stanley
2
Morgan Stanley
New York
$877M -$82.6M -1,778,660 -9%
LPL Financial
3
LPL Financial
California
$574M +$14.3M +308,475 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$450M +$3.91M +84,304 +0.9%
Wells Fargo
5
Wells Fargo
California
$406M -$41.8M -899,887 -10%
Osaic Holdings
6
Osaic Holdings
Arizona
$313M -$18.7M -402,583 -6%
UBS Group
7
UBS Group
Switzerland
$268M -$28.2M -606,772 -10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$246M -$19.3M -415,050 -7%
RJA
9
Raymond James & Associates
Florida
$227M +$3.99M +85,896 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$149M +$4.76M +102,464 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$146M +$6.86M +147,798 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$129M +$8.45M +182,087 +7%
Ameriprise
13
Ameriprise
Minnesota
$116M +$54.3M +1,168,544 +93%
AAS
14
Annex Advisory Services
Wisconsin
$105M -$16.5M -355,459 -14%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$92.6M +$4.62M +99,508 +5%
CCM
16
Carlson Capital Management
Minnesota
$88.9M +$2.43M +52,381 +3%
CAN
17
Cetera Advisor Networks
California
$79.7M -$1.75M -37,633 -2%
CAAS
18
Capital Asset Advisory Services
Michigan
$61.7M +$4.96M +106,774 +9%
Stifel Financial
19
Stifel Financial
Missouri
$52.5M +$1.22M +26,339 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$48.3M +$12M +257,933 +34%
RCM
21
Requisite Capital Management
Texas
$48.1M +$3.89M +83,757 +9%
MML Investors Services
22
MML Investors Services
Massachusetts
$48M +$7.04M +151,538 +18%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$46.1M +$4.17M +89,838 +10%
ECG
24
Edge Capital Group
Georgia
$43.8M +$497K +10,714 +1%
KAS
25
Kestra Advisory Services
Texas
$41.2M -$12.4M -266,267 -24%

COWZ Hedge Fund Activity: Q2 2023 in Review

517 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer US Cash Cows 100 ETF (COWZ) for Q2 2023, worth a combined $9.73B — up 3.5% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new COWZ positions and 51 closed out — a net gain of 11 holders — while 281 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $163M. The largest seller was Morgan Stanley, cutting an estimated $82.6M.

  • 517 institutional investors held Pacer US Cash Cows 100 ETF (COWZ) as of Q2 2023, up from 514 in Q1 2023.
  • Funds reported $9.73B of Pacer US Cash Cows 100 ETF stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 62 funds opened new Pacer US Cash Cows 100 ETF positions in Q2 2023 and 51 closed out, a net change of +11 holders.
  • The largest Pacer US Cash Cows 100 ETF buyer in Q2 2023 was Bank of America, an estimated $163M added.
  • The largest Pacer US Cash Cows 100 ETF seller in Q2 2023 was Morgan Stanley, an estimated $82.6M sold.

Based on aggregated 13F filings for Q2 2023.