Pacer Cash Cows Fund of FundHERDETF
13F holders, Q1 2024 (March 31)40holders
1famous investor
$39.15avg. 13F price*
At the end of Q1 2024, 40 institutions reported holding Pacer Cash Cows Fund of Fund (HERD) in their 13F filings. The largest holders were Advisory Resource Group ($11.9M), LPL Financial LLC ($6.7M) and Aveo Capital Partners, LLC ($6.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Cash Cows Fund of Fund
- Filed as
- PACER FDS TR (Q1 2024)
- CUSIP
- 69374H659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $14.6M |
| Exits | 3 | $861K |
Ownership 40 holders
| Advisory Resource Group | 2.73% | Reduce -10.9% | 303,024 | $11.9M |
| LPL Financial LLC | 0.00% | Reduce -5.3% | 170,434 | $6.7M |
| Aveo Capital Partners, LLC | 0.71% | New | 171,613 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.5% | 163,060 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 159,842 | $6.3M |
| Cetera Investment Advisers | 0.01% | New | 143,952 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.3% | 138,557 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +42.6% | 93,393 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.1% | 52,664 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +352.4% | 41,495 | $1.6M |
| Prosperity Wealth Management, Inc. | 0.72% | Add +6.1% | 38,460 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.7% | 37,335 | $1.5M |
| Centric Wealth Management | 0.45% | Add +13.7% | 37,733 | $1.4M |
| Founders Financial Securities LLC | 0.11% | Add +38.4% | 27,743 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +36.0% | 19,854 | $780K |
| Capital Investment Advisory Services, LLC | 0.07% | New | 16,630 | $653K |
| D.A. Davidson & Co. | 0.01% | New | 14,682 | $577K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.6% | 14,398 | $566K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -40.6% | 11,726 | $461K |
| Citadel Advisors | 0.00% | New | 8,148 | $320K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,977 | $274K |
| Belpointe Asset Management LLC | 0.02% | Add +9.5% | 6,900 | $271K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.2% | 6,025 | $237K |
| World Equity Group, Inc. | 0.04% | Add +0.9% | 5,439 | $214K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 5,274 | $207K |
| Cozad Asset Management Inc. | 0.02% | New | 5,219 | $205K |
| Retirement Group, LLC | 0.04% | No change | 1,735 | $101K |
| ICA Group Wealth Management, LLC | 0.02% | New | 1,945 | $76K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,800 | $71K |
| Creative Financial Designs Inc. | 0.01% | Add +201.8% | 1,660 | $65K |
| Realta Investment Advisors | 0.01% | New | 1,520 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,453 | $55K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $39K |
| Harbour Investments, Inc. | 0.00% | Add +68.6% | 882 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Add +142.4% | 698 | $27K |
| Lanark Financial, Inc. | 0.00% | No change | 300 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 200 | $8K |
| Morgan Stanley | 0.00% | Add +2.5% | 41 | $2K |
| FMR LLC | 0.00% | New | 3 | $118 |
| Wells Fargo & Company | 0.00% | No change | 1 | $43 |
"% of holder's portfolio" is HERD's weight in each manager's 13F, not the share of Pacer Cash Cows Fund of Fund the manager owns.