Pacer Cash Cows Fund of FundHERDETF

13F holders, Q4 2024 (December 31)
38holders −1
5new positions
6sold out
$37.92avg. 13F price*

At the end of Q4 2024, 38 institutions reported holding Pacer Cash Cows Fund of Fund (HERD) in their 13F filings, down 1 from Q3 2024. 5 opened new positions and 6 sold out. The largest holders were Cetera Investment Advisers ($16.5M), Envestnet Asset Management Inc. ($7.7M) and LPL Financial LLC ($7.7M).

Company
Pacer Cash Cows Fund of Fund
Filed as
PACER FDS TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$856K
Exits6$6.0M

All 13F filers, Q3 2024 → Q4 2024: 353,997 shares bought and 461,173 shares sold, net −107,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

Cetera Investment Advisers 0.03% Add +169.4% 435,767 $16.5M
Envestnet Asset Management Inc. 0.00% Add +3.4% 202,897 $7.7M
LPL Financial LLC 0.00% Add +1.0% 202,712 $7.7M
Advisory Resource Group 1.57% Reduce -11.2% 195,456 $7.4M
Commonwealth Equity Services, LLC 0.01% Reduce -3.8% 99,096 $3.8M
Rockefeller Capital Management L.P. 0.01% Add +10.5% 80,581 $3.1M
Capital Investment Advisory Services, LLC 0.25% Add +3.8% 68,511 $2.6M
Centric Wealth Management 0.62% Add +4.9% 60,562 $2.3M
Osaic Holdings, Inc. 0.00% Reduce -59.5% 53,307 $2.0M
Founders Financial Securities LLC 0.17% Add +16.3% 48,815 $1.9M
Oppenheimer Asset Management Inc. 0.01% Add +11.1% 28,242 $1.1M
Aveo Capital Partners, LLC 0.11% Reduce -64.2% 27,315 $1.0M
World Equity Group, Inc. 0.21% Add +167.9% 26,304 $997K
D.A. Davidson & Co. 0.01% Add +21.4% 25,995 $985K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -22.0% 24,013 $910K
Avantax Advisory Services, Inc. 0.01% Add +8.5% 21,843 $828K
Kestra Private Wealth Services, LLC 0.01% Add +2.4% 13,700 $519K
Kestra Advisory Services, LLC 0.00% Add +10.5% 9,916 $376K
Cozad Asset Management Inc. 0.03% No change 8,070 $306K
Obermeyer Wealth Partners 0.02% New 7,886 $299K
Wealth Enhancement Advisory Services, LLC 0.00% New 7,836 $297K
Belpointe Asset Management LLC 0.02% No change 6,900 $272K
MML Investors Services, LLC 0.00% Add +20.1% 6,514 $247K
Jane Street Group, LLC 0.00% New 6,381 $242K
HighTower Advisors, LLC 0.00% Reduce -96.0% 6,253 $237K
Geneos Wealth Management Inc. 0.01% Add +22.3% 4,005 $152K
First Command Advisory Services, Inc. 0.00% No change 2,314 $88K
EverSource Wealth Advisors, LLC 0.00% Add +21.6% 1,828 $69K
Creative Financial Designs Inc. 0.00% Reduce -12.1% 1,460 $55K
Principal Securities, Inc. 0.00% No change 1,000 $38K
Harbour Investments, Inc. 0.00% No change 812 $31K
Royal Bank of Canada 0.00% New 413 $16K
Northwestern Mutual Wealth Management Co. 0.00% No change 200 $8K
UBS Group AG 0.00% Reduce -57.7% 172 $7K
FMR LLC 0.00% Reduce -30.7% 124 $5K
Allworth Financial LP 0.00% New 44 $2K
Morgan Stanley 0.00% No change 41 $2K
Wells Fargo & Company 0.00% Add +0.0% 1 $26

"% 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.