Pacer Cash Cows Fund of Funds ETF
HERD
32 hedge funds and large institutions have $55.8M invested in Pacer Cash Cows Fund of Funds ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
33% more funds holding
Funds holding: 24 → 32 (+8)
33% more capital invested
Capital invested by funds: $42M → $55.8M (+$13.8M)
1.68% more ownership
Funds ownership: 65.62% → 67.29% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.28M |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$781K |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$698K |
| 5 |
Rockefeller Capital Management
New York
|
+$560K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$307K |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$260K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$104K |
| 4 |
RG
Retirement Group
San Diego,
California
|
-$104K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$88.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $20.8K | +$12.2K | +350 | +175% |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $19.7K | – | – | – |
|
|
NS
28
NBC Securities
Birmingham,
Alabama
| $11K | – | – | – |
|
|
FFA
29
Farther Finance Advisors
San Francisco,
California
| $10.9K | +$10K | +288 | New |
|
|
PTC
30
Private Trust Company
Cleveland,
Ohio
| $8.91K | – | – | – |
|
31
Morgan Stanley
New York
| $3.02K | +$1.39K | +40 | +100% |
|
32
Wells Fargo
San Francisco,
California
| $20 | -$35 | -1 | -50% |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$307K | -8,886 | Closed |
|
|
RIA
34
Realta Investment Advisors
Wilmington,
Delaware
| – | -$41.1K | -1,209 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$11.1K | -322 | Closed |
|
HERD Hedge Fund Activity: Q4 2023 in Review
32 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Pacer Cash Cows Fund of Funds ETF (HERD) for Q4 2023, worth a combined $55.8M — up 33% from $42M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HERD positions and 3 closed out — a net gain of 8 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $307K sold.
- 32 institutional investors held Pacer Cash Cows Fund of Funds ETF (HERD) as of Q4 2023, up from 24 in Q3 2023.
- Funds reported $55.8M of Pacer Cash Cows Fund of Funds ETF stock for Q4 2023, up 33% quarter-over-quarter.
- 11 funds opened new Pacer Cash Cows Fund of Funds ETF positions in Q4 2023 and 3 closed out, a net change of +8 holders.
- The largest Pacer Cash Cows Fund of Funds ETF buyer in Q4 2023 was LPL Financial, an estimated $2.9M added.
- The largest Pacer Cash Cows Fund of Funds ETF seller in Q4 2023 was Citadel Advisors, an estimated $307K sold.
Based on aggregated 13F filings for Q4 2023.