Pacer Cash Cows Fund of FundHERDETF
13F holders, Q2 2024 (June 30)42holders +2
6new positions
3sold out
$37.22avg. 13F price*
At the end of Q2 2024, 42 institutions reported holding Pacer Cash Cows Fund of Fund (HERD) in their 13F filings, up 2 from Q1 2024. 6 opened new positions and 3 sold out. The largest holders were Advisory Resource Group ($9.5M), LPL Financial LLC ($7.4M) and Envestnet Asset Management Inc. ($7.0M).
- Company
- Pacer Cash Cows Fund of Fund
- Filed as
- PACER FDS TR (Q2 2024)
- CUSIP
- 69374H659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.7M |
| Exits | 3 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 234,793 shares bought and 192,455 shares sold, net +42,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Advisory Resource Group | 2.15% | Reduce -15.5% | 256,106 | $9.5M |
| LPL Financial LLC | 0.00% | Add +16.8% | 199,069 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.6% | 187,962 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.7% | 162,004 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +9.8% | 158,065 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.4% | 135,268 | $5.0M |
| Aveo Capital Partners, LLC | 0.45% | Reduce -37.4% | 107,384 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.0% | 97,100 | $3.6M |
| Capital Investment Advisory Services, LLC | 0.24% | Add +272.4% | 61,939 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +14.5% | 60,312 | $2.2M |
| Centric Wealth Management | 0.53% | Add +25.3% | 47,270 | $1.8M |
| Founders Financial Securities LLC | 0.14% | Add +39.5% | 38,709 | $1.4M |
| Napa Wealth Management | 0.89% | New | 35,643 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.2% | 32,411 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | New | 21,933 | $815K |
| Prosperity Wealth Management, Inc. | 0.39% | Reduce -44.6% | 21,300 | $792K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.8% | 19,109 | $710K |
| D.A. Davidson & Co. | 0.01% | Add +30.0% | 19,090 | $710K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.2% | 14,086 | $524K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.7% | 10,473 | $389K |
| Kestra Advisory Services, LLC | 0.00% | Add +38.7% | 9,675 | $360K |
| Obermeyer Wealth Partners | 0.02% | New | 8,352 | $310K |
| Cozad Asset Management Inc. | 0.03% | Add +54.4% | 8,057 | $299K |
| Belpointe Asset Management LLC | 0.02% | No change | 6,900 | $256K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +27.8% | 6,741 | $251K |
| World Equity Group, Inc. | 0.07% | Add +18.8% | 6,462 | $240K |
| Advisory Services Network, LLC | 0.00% | No change | 6,025 | $224K |
| Old Mission Capital LLC | 0.01% | New | 5,619 | $209K |
| Creative Financial Designs Inc. | 0.01% | Add +30.1% | 2,160 | $80K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,800 | $67K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,453 | $57K |
| FMR LLC | 0.00% | Add +42800.0% | 1,287 | $48K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $37K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.9% | 812 | $30K |
| International Assets Investment Management, LLC | 0.00% | New | 700 | $26K |
| Farther Finance Advisors, LLC | 0.00% | No change | 698 | $26K |
| Realta Investment Advisors | 0.00% | Reduce -59.9% | 610 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 300 | $11K |
| UBS Group AG | 0.00% | New | 293 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 200 | $7K |
| Morgan Stanley | 0.00% | Reduce -2.4% | 40 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $35 |
"% 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.