We are live on ! Find out more
HERD icon

Pacer Cash Cows Fund of Funds ETF

39 hedge funds and large institutions have $68.1M invested in Pacer Cash Cows Fund of Funds ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

163.86% more ownership

Funds ownership: 73.1%236.96% (+164%)

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $65.3M → $68.1M (+$2.79M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 4239 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
19
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$8.81M -$1.38M -35,995 -14%
LPL Financial
2
LPL Financial
California
$8.04M +$65.4K +1,704 +0.9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.86M +$319K +8,317 +4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.48M +$142K +3,685 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.22M -$256K -6,663 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.27M -$145K -3,775 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.13M +$228K +5,941 +6%
ACP
8
Aveo Capital Partners
Colorado
$3.05M -$1.19M -31,108 -29%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$2.92M +$483K +12,589 +21%
CIAS
10
Capital Investment Advisory Services
North Carolina
$2.64M +$156K +4,055 +7%
CWM
11
Centric Wealth Management
Illinois
$2.31M +$402K +10,464 +22%
FFS
12
Founders Financial Securities
Maryland
$1.68M +$126K +3,278 +8%
MASUI
13
MIRAE ASSET SECURITIES (USA) INC.
New York
$1.46M +$1.4M +36,429 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.23M -$62.1K -1,618 -5%
OAM
15
Oppenheimer Asset Management
New York
$1.02M +$134K +3,490 +16%
DADC
16
D.A. Davidson & Co
Montana
$857K +$88.9K +2,315 +12%
AAS
17
Avantax Advisory Services
Texas
$806K +$39.3K +1,024 +5%
KPWS
18
Kestra Private Wealth Services
Texas
$536K -$27K -704 -5%
WEG
19
World Equity Group
Illinois
$393K +$129K +3,357 +52%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$367K +$92.8K +2,416 +36%
KAS
21
Kestra Advisory Services
Texas
$359K -$26.9K -700 -7%
CAM
22
Cozad Asset Management
Illinois
$323K +$499 +13 +0.2%
BAM
23
Belpointe Asset Management
Nevada
$276K
ASN
24
Advisory Services Network
Georgia
$224K
MML Investors Services
25
MML Investors Services
Massachusetts
$217K +$208K +5,423 New

HERD Hedge Fund Activity: Q3 2024 in Review

39 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pacer Cash Cows Fund of Funds ETF (HERD) for Q3 2024, worth a combined $68.1M — up 4.3% from $65.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HERD and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 19 added.

The largest buyer was International Assets Investment Management, adding an estimated $149M. The largest seller was Advisory Resource Group, cutting an estimated $1.38M.

  • 39 institutional investors held Pacer Cash Cows Fund of Funds ETF (HERD) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $68.1M of Pacer Cash Cows Fund of Funds ETF stock for Q3 2024, up 4.3% quarter-over-quarter.
  • 4 funds opened new Pacer Cash Cows Fund of Funds ETF positions in Q3 2024 and 7 closed out, a net change of -3 holders.
  • The largest Pacer Cash Cows Fund of Funds ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $149M added.
  • The largest Pacer Cash Cows Fund of Funds ETF seller in Q3 2024 was Advisory Resource Group, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2024.