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Pacer Cash Cows Fund of Funds ETF

42 hedge funds and large institutions have $65.3M invested in Pacer Cash Cows Fund of Funds ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

2% more funds holding

Funds holding: 4142 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.52% less ownership

Funds ownership: 75.62%73.1% (-2.5%)

10% less capital invested

Capital invested by funds: $72.5M → $65.3M (-$7.25M)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
15
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$9.52M -$1.79M -46,918 -15%
LPL Financial
2
LPL Financial
California
$7.4M +$1.1M +28,635 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.99M +$1.08M +28,120 +18%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.01M -$40.4K -1,056 -0.6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.88M +$540K +14,113 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.03M -$126K -3,289 -2%
ACP
7
Aveo Capital Partners
Colorado
$3.99M -$2.46M -64,229 -37%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.61M +$142K +3,707 +4%
CIAS
9
Capital Investment Advisory Services
North Carolina
$2.3M +$1.73M +45,309 +272%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$2.24M +$293K +7,648 +15%
CWM
11
Centric Wealth Management
Illinois
$1.85M +$365K +9,537 +25%
FFS
12
Founders Financial Securities
Maryland
$1.44M +$419K +10,966 +40%
NWM
13
Napa Wealth Management
California
$1.32M +$1.36M +35,643 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.21M -$188K -4,924 -13%
OAM
15
Oppenheimer Asset Management
New York
$815K +$839K +21,933 New
PWM
16
Prosperity Wealth Management
California
$792K -$656K -17,160 -45%
AAS
17
Avantax Advisory Services
Texas
$710K -$28.5K -745 -4%
DADC
18
D.A. Davidson & Co
Montana
$710K +$169K +4,408 +30%
KPWS
19
Kestra Private Wealth Services
Texas
$524K -$11.9K -312 -2%
SWP
20
Stratos Wealth Partners
Ohio
$389K -$47.9K -1,253 -11%
KAS
21
Kestra Advisory Services
Texas
$360K +$103K +2,698 +39%
OWP
22
Obermeyer Wealth Partners
Colorado
$310K +$320K +8,352 New
CAM
23
Cozad Asset Management
Illinois
$299K +$109K +2,838 +54%
BAM
24
Belpointe Asset Management
Nevada
$256K
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$56.1K +1,467 +28%

HERD Hedge Fund Activity: Q2 2024 in Review

42 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Pacer Cash Cows Fund of Funds ETF (HERD) for Q2 2024, worth a combined $65.3M — down 10% from $72.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HERD positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Capital Investment Advisory Services, adding an estimated $1.73M. The largest seller was Aveo Capital Partners, cutting an estimated $2.46M.

  • 42 institutional investors held Pacer Cash Cows Fund of Funds ETF (HERD) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $65.3M of Pacer Cash Cows Fund of Funds ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 6 funds opened new Pacer Cash Cows Fund of Funds ETF positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest Pacer Cash Cows Fund of Funds ETF buyer in Q2 2024 was Capital Investment Advisory Services, an estimated $1.73M added.
  • The largest Pacer Cash Cows Fund of Funds ETF seller in Q2 2024 was Aveo Capital Partners, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2024.