Pacer Cash Cows Fund of FundHERDETF

13F holders, Q3 2024 (September 30)
39holders −3
4new positions
6sold out
$40.04avg. 13F price*

At the end of Q3 2024, 39 institutions reported holding Pacer Cash Cows Fund of Fund (HERD) in their 13F filings, down 3 from Q2 2024. 4 opened new positions and 6 sold out. The largest holders were Advisory Resource Group ($8.8M), LPL Financial LLC ($8.0M) and Envestnet Asset Management Inc. ($7.9M).

Company
Pacer Cash Cows Fund of Fund
Filed as
PACER FDS TR (Q3 2024)
CUSIP
69374H659
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 40Q1 2024Q2 2024: 42Q2 2024Q3 2024: 39Q3 2024Q4 2024: 38Q4 2024Q1 2025: 35Q1 2025Q2 2025: 39Q2 2025Q3 2025: 37Q3 2025Q4 2025: 42Q4 2025Q1 2026: 41Q1 2026Q2 2026: 43Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$1.8M
Exits6$3.0M

All 13F filers, Q2 2024 → Q3 2024: 204,917 shares bought and 164,573 shares sold, net +40,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Advisory Resource Group 1.88% Reduce -14.1% 220,111 $8.8M
LPL Financial LLC 0.00% Add +0.9% 200,773 $8.0M
Envestnet Asset Management Inc. 0.00% Add +4.4% 196,279 $7.9M
Cetera Investment Advisers 0.01% Add +2.3% 161,750 $6.5M
HighTower Advisors, LLC 0.01% Reduce -4.1% 155,341 $6.2M
Osaic Holdings, Inc. 0.01% Reduce -2.8% 131,493 $5.3M
Commonwealth Equity Services, LLC 0.01% Add +6.1% 103,041 $4.1M
International Assets Investment Management, LLC 0.31% Add +13653.9% 96,277 $3.9M
Aveo Capital Partners, LLC 0.32% Reduce -29.0% 76,276 $3.1M
Rockefeller Capital Management L.P. 0.01% Add +20.9% 72,901 $2.9M
Capital Investment Advisory Services, LLC 0.25% Add +6.5% 65,994 $2.6M
Centric Wealth Management 0.61% Add +22.1% 57,734 $2.3M
Founders Financial Securities LLC 0.16% Add +8.5% 41,987 $1.7M
Mirae Asset Securities (usa) Inc. 0.08% New 36,429 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.0% 30,793 $1.2M
Oppenheimer Asset Management Inc. 0.01% Add +15.9% 25,423 $1.0M
D.A. Davidson & Co. 0.01% Add +12.1% 21,405 $857K
Avantax Advisory Services, Inc. 0.01% Add +5.4% 20,133 $806K
Kestra Private Wealth Services, LLC 0.01% Reduce -5.0% 13,382 $536K
World Equity Group, Inc. 0.14% Add +52.0% 9,819 $393K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +35.8% 9,157 $367K
Kestra Advisory Services, LLC 0.00% Reduce -7.2% 8,975 $359K
Cozad Asset Management Inc. 0.03% Add +0.2% 8,070 $323K
Belpointe Asset Management LLC 0.02% No change 6,900 $276K
Advisory Services Network, LLC 0.00% No change 6,025 $224K
MML Investors Services, LLC 0.00% New 5,423 $217K
Geneos Wealth Management Inc. 0.01% Add +81.9% 3,275 $131K
First Command Advisory Services, Inc. 0.00% New 2,314 $93K
Creative Financial Designs Inc. 0.01% Reduce -23.1% 1,660 $66K
EverSource Wealth Advisors, LLC 0.00% Add +3.4% 1,503 $60K
Principal Securities, Inc. 0.00% No change 1,000 $40K
Jones Financial Companies LLLP 0.00% New 886 $35K
Harbour Investments, Inc. 0.00% No change 812 $33K
UBS Group AG 0.00% Add +38.9% 407 $16K
Lanark Financial, Inc. 0.00% No change 300 $12K
Farther Finance Advisors, LLC 0.00% Reduce -57.9% 294 $12K
Northwestern Mutual Wealth Management Co. 0.00% No change 200 $8K
FMR LLC 0.00% Reduce -86.1% 179 $7K
Morgan Stanley 0.00% Add +2.5% 41 $2K

"% 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.