We are live on ! Find out more
HERD icon

Pacer Cash Cows Fund of Funds ETF

24 hedge funds and large institutions have $42M invested in Pacer Cash Cows Fund of Funds ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

14% more funds holding

Funds holding: 2124 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $45.2M → $42M (-$3.19M)

12.54% less ownership

Funds ownership: 78.16%65.62% (-13%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$12M -$906K -25,791 -7%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.82M -$5.13K -146 -0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.27M +$2.29M +65,053 +75%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.17M +$320K +9,100 +6%
CAN
5
Cetera Advisor Networks
California
$4.87M -$1.79M -50,938 -27%
LPL Financial
6
LPL Financial
California
$3.34M -$1.02M -28,995 -23%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$1.19M -$72.2K -2,055 -6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.11M -$1.36M -38,704 -55%
PWM
9
Prosperity Wealth Management
California
$1.09M +$92.9K +2,645 +9%
SWP
10
Stratos Wealth Partners
Ohio
$594K +$210K +5,974 +53%
CWM
11
Centric Wealth Management
Illinois
$371K +$377K +10,741 New
Citadel Advisors
12
Citadel Advisors
Florida
$307K -$982K -27,962 -76%
AAS
13
Avantax Advisory Services
Texas
$279K +$33.8K +962 +14%
RG
14
Retirement Group
California
$234K +$19.6K +558 +13%
Jane Street
15
Jane Street
New York
$213K -$1.2M -34,219 -85%
GWM
16
Geneos Wealth Management
Colorado
$62.2K
RIA
17
Realta Investment Advisors
Delaware
$41.1K
HI
18
Harbour Investments
Wisconsin
$18.1K
UBS Group
19
UBS Group
Switzerland
$11.1K -$60.5K -1,722 -84%
NS
20
NBC Securities
Alabama
$10K +$10.5K +300 New
PTC
21
Private Trust Company
Ohio
$8.16K +$8.29K +236 New
CFD
22
Creative Financial Designs
Indiana
$6.92K +$7.03K +200 New
Morgan Stanley
23
Morgan Stanley
New York
$1.38K
Wells Fargo
24
Wells Fargo
California
$53
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$34 -1 Closed

HERD Hedge Fund Activity: Q3 2023 in Review

24 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Pacer Cash Cows Fund of Funds ETF (HERD) for Q3 2023, worth a combined $42M — down 7% from $45.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HERD positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.29M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.79M.

  • 24 institutional investors held Pacer Cash Cows Fund of Funds ETF (HERD) as of Q3 2023, up from 21 in Q2 2023.
  • Funds reported $42M of Pacer Cash Cows Fund of Funds ETF stock for Q3 2023, down 7% quarter-over-quarter.
  • 4 funds opened new Pacer Cash Cows Fund of Funds ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
  • The largest Pacer Cash Cows Fund of Funds ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $2.29M added.
  • The largest Pacer Cash Cows Fund of Funds ETF seller in Q3 2023 was Cetera Advisor Networks, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2023.