Pacer Cash Cows Fund of FundHERDETF

13F holders, Q1 2025 (March 31)
35holders −3
3new positions
6sold out
1famous investor
$37.45avg. 13F price*

At the end of Q1 2025, 35 institutions reported holding Pacer Cash Cows Fund of Fund (HERD) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 6 sold out. The largest holders were Cetera Investment Advisers ($15.0M), Envestnet Asset Management Inc. ($8.2M) and LPL Financial LLC ($7.5M). 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 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$1.4M
Exits6$2.3M

All 13F filers, Q4 2024 → Q1 2025: 79,718 shares bought and 161,957 shares sold, net −82,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

Cetera Investment Advisers 0.03% Reduce -8.3% 399,393 $15.0M
Envestnet Asset Management Inc. 0.00% Add +7.3% 217,728 $8.2M
LPL Financial LLC 0.00% Reduce -0.9% 200,952 $7.5M
Advisory Resource Group 1.36% Reduce -8.9% 178,084 $6.7M
Commonwealth Equity Services, LLC 0.00% Reduce -9.3% 89,851 $3.4M
Rockefeller Capital Management L.P. 0.01% Add +2.5% 82,575 $3.1M
Centric Wealth Management 0.62% Add +4.6% 63,329 $2.4M
Capital Investment Advisory Services, LLC 0.20% Reduce -12.7% 59,787 $2.2M
Founders Financial Securities LLC 0.18% Add +15.2% 56,250 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -8.2% 48,955 $1.8M
Citadel Advisors 0.00% New 30,579 $1.1M
D.A. Davidson & Co. 0.01% Add +12.4% 29,230 $1.1M
Oppenheimer Asset Management Inc. 0.01% Add +0.9% 28,502 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +23.4% 26,944 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -16.9% 19,945 $747K
World Equity Group, Inc. 0.11% Reduce -62.7% 9,819 $393K
Kestra Advisory Services, LLC 0.00% Reduce -12.8% 8,644 $324K
Cozad Asset Management Inc. 0.03% Add +0.1% 8,076 $303K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.1% 7,514 $281K
MML Investors Services, LLC 0.00% Add +12.1% 7,303 $274K
Belpointe Asset Management LLC 0.01% No change 6,900 $258K
UBS Group AG 0.00% Add +3472.1% 6,144 $230K
Mariner, LLC 0.00% New 5,950 $223K
Geneos Wealth Management Inc. 0.01% Add +6.2% 4,252 $159K
First Command Advisory Services, Inc. 0.00% No change 2,314 $87K
EverSource Wealth Advisors, LLC 0.00% Add +9.5% 2,002 $75K
Creative Financial Designs Inc. 0.00% No change 1,460 $55K
Principal Securities, Inc. 0.00% No change 1,000 $38K
Harbour Investments, Inc. 0.00% No change 812 $30K
Lanark Financial, Inc. 0.00% — 425 $15K
Bank of America Corp. 0.00% New 378 $14K
Royal Bank of Canada 0.00% Reduce -38.0% 256 $10K
Allworth Financial LP 0.00% No change 44 $2K
Morgan Stanley 0.00% Reduce -2.4% 40 $1K
FMR LLC 0.00% Reduce -71.8% 35 $1K

"% 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.