Pacer Cash Cows Fund of FundHERDETF

13F holders, Q2 2025 (June 30)
39holders +4
7new positions
3sold out
1famous investor
$39.87avg. 13F price*

At the end of Q2 2025, 39 institutions reported holding Pacer Cash Cows Fund of Fund (HERD) in their 13F filings, up 4 from Q1 2025. 7 opened new positions and 3 sold out. The largest holders were Cetera Investment Advisers ($15.4M), Envestnet Asset Management Inc. ($8.7M) and LPL Financial LLC ($8.1M). 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 (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$4.1M
Exits3$13K

All 13F filers, Q1 2025 → Q2 2025: 113,213 shares bought and 172,279 shares sold, net −59,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Cetera Investment Advisers 0.03% Reduce -3.5% 385,468 $15.4M
Envestnet Asset Management Inc. 0.00% Add +0.2% 218,116 $8.7M
LPL Financial LLC 0.00% Add +1.3% 203,554 $8.1M
Advisory Resource Group 1.20% Reduce -12.2% 156,288 $6.2M
Rockefeller Capital Management L.P. 0.01% Reduce -7.9% 76,050 $3.0M
Commonwealth Equity Services, LLC 0.00% Reduce -16.1% 75,410 $3.0M
Centric Wealth Management 0.61% Reduce -1.3% 62,496 $2.5M
Clear Creek Financial Management, LLC 0.24% New 63,728 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -0.9% 48,507 $1.9M
D.A. Davidson & Co. 0.01% Reduce -0.3% 29,130 $1.2M
Oppenheimer Asset Management Inc. 0.01% Reduce -0.7% 28,310 $1.1M
Avantax Advisory Services, Inc. 0.01% Reduce -1.6% 26,510 $1.1M
Obermeyer Wealth Partners 0.04% New 19,867 $791K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.3% 18,492 $737K
Capital Investment Advisory Services, LLC 0.05% Reduce -73.7% 15,703 $625K
Citadel Advisors 0.00% Reduce -59.1% 12,490 $497K
World Equity Group, Inc. 0.11% Add +7.6% 10,565 $421K
Kestra Advisory Services, LLC 0.00% Add +16.9% 10,109 $403K
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.1% 8,426 $344K
MML Investors Services, LLC 0.00% Add +14.9% 8,393 $334K
Cozad Asset Management Inc. 0.03% Add +0.0% 8,079 $322K
Founders Financial Securities LLC 0.02% Reduce -86.9% 7,375 $294K
Jane Street Group, LLC 0.00% New 7,293 $290K
Mariner, LLC 0.00% Add +21.9% 7,251 $289K
Convergence Financial, LLC 0.05% New 7,091 $282K
Belpointe Asset Management LLC 0.01% Reduce -2.9% 6,700 $267K
UBS Group AG 0.00% Reduce -5.6% 5,800 $231K
Geneos Wealth Management Inc. 0.00% Add +4.9% 4,461 $178K
Farther Finance Advisors, LLC 0.00% New 3,545 $141K
Creative Financial Designs Inc. 0.01% Add +90.0% 2,774 $110K
EverSource Wealth Advisors, LLC 0.00% Add +23.4% 2,471 $98K
First Command Advisory Services, Inc. 0.00% No change 2,314 $92K
Principal Securities, Inc. 0.00% Add +13.2% 1,132 $45K
Harbour Investments, Inc. 0.00% No change 812 $32K
Morgan Stanley 0.00% Add +1112.5% 485 $19K
Lanark Financial, Inc. 0.00% No change 425 $16K
Ameritas Advisory Services, LLC 0.00% New 365 $15K
Arax Advisory Partners 0.00% New 248 $10K
Bank of America Corp. 0.00% Reduce -54.2% 173 $7K

"% 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.