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Pacer Cash Cows Fund of Funds ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2432 (+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: 11 (0)

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
11
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$12.8M -$260K -7,466 -2%
LPL Financial
2
LPL Financial
California
$6.8M +$2.9M +83,432 +86%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.31M -$39.9K -1,146 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.84M +$79.9K +2,297 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.52M -$104K -3,002 -2%
CAN
6
Cetera Advisor Networks
California
$5.22M -$88.3K -2,537 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.47M +$2.28M +65,483 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$1.91M +$560K +16,087 +47%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.58M +$335K +9,638 +30%
PWM
10
Prosperity Wealth Management
California
$1.37M +$168K +4,825 +15%
CWM
11
Centric Wealth Management
Illinois
$1.21M +$781K +22,448 +209%
FFS
12
Founders Financial Securities
Maryland
$757K +$698K +20,053 New
SWP
13
Stratos Wealth Partners
Ohio
$745K +$89.3K +2,566 +15%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$588K +$542K +15,574 New
AAS
15
Avantax Advisory Services
Texas
$551K +$227K +6,522 +81%
KPWS
16
Kestra Private Wealth Services
Texas
$525K +$484K +13,900 New
Jane Street
17
Jane Street
New York
$346K +$105K +3,006 +49%
SC
18
Sepio Capital
Utah
$264K +$252K +7,237 New
BAM
19
Belpointe Asset Management
Nevada
$238K +$219K +6,300 New
ASN
20
Advisory Services Network
Georgia
$235K +$217K +6,225 New
WEG
21
World Equity Group
Illinois
$203K +$188K +5,390 New
RG
22
Retirement Group
California
$90.2K -$104K -3,000 -63%
GWM
23
Geneos Wealth Management
Colorado
$67.9K
EWA
24
EverSource Wealth Advisors
Alabama
$54.9K +$50.6K +1,453 New
PS
25
Principal Securities
Iowa
$37.7K +$34.8K +1,000 New

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.