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Pacer Cash Cows Fund of Funds ETF (HERD) Institutional Ownership

Pacer Cash Cows Fund of Funds ETF logo
$36.56 +0.66 (+1.82%)
As of 03:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Cash Cows Fund of Funds ETF (NASDAQ:HERD)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$182.52M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$21.02M
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HERD Institutional Buying and Selling by Quarter

Pacer Cash Cows Fund of Funds ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2025 Cambridge Investment Research Advisors Inc.19,945$747K0.0%-16.9%0.886%
4/22/2025 World Equity Group Inc.9,819$393K0.1%-62.7%0.436%
4/21/2025 Advisory Resource Group178,084$6.67M1.4%-8.9%7.915%
4/16/2025 Wealth Enhancement Advisory Services LLC7,514$281K0.0%-4.1%0.327%
3/17/2025 Wealth Enhancement Advisory Services LLC7,836$297K0.0%N/A0.327%
2/17/2025Obermeyer Wealth Partners7,886$299K0.0%N/A0.329%
2/17/2025Cetera Investment Advisers435,767$16.52M0.0%+169.4%18.157%
2/14/2025Jane Street Group LLC6,381$242K0.0%N/A0.266%
2/13/2025Rockefeller Capital Management L.P.80,581$3.06M0.0%+10.5%3.358%
2/13/2025Envestnet Asset Management Inc.202,897$7.69M0.0%+3.4%8.454%
2/12/2025Centric Wealth Management60,562$2.30M0.6%+4.9%2.523%
2/11/2025LPL Financial LLC202,712$7.69M0.0%+1.0%8.446%
2/10/2025Commonwealth Equity Services LLC99,096$3.76M0.0%-3.8%4.129%
2/10/2025Avantax Advisory Services Inc.21,843$828K0.0%+8.5%0.910%
2/10/2025EverSource Wealth Advisors LLC1,828$69K0.0%+21.6%0.076%
2/7/2025HighTower Advisors LLC6,253$237K0.0%-96.0%0.261%
2/5/2025Oppenheimer Asset Management Inc.28,242$1.07M0.0%+11.1%1.177%
2/4/2025 World Equity Group Inc.26,304$997K0.2%+167.9%1.096%
1/31/2025D.A. Davidson & CO.25,995$985K0.0%+21.4%1.083%
1/30/2025Aveo Capital Partners LLC27,315$1.04M0.1%-64.2%1.138%
1/28/2025Kestra Private Wealth Services LLC13,700$519K0.0%+2.4%0.571%
1/28/2025 Advisory Resource Group195,456$7.41M1.6%-11.2%8.144%
1/23/2025Capital Investment Advisory Services LLC68,511$2.60M0.2%+3.8%2.855%
1/21/2025Geneos Wealth Management Inc.4,005$152K0.0%+22.3%0.167%
11/20/2024 Advisory Resource Group220,111$8.81M1.9%-47.4%9.570%
11/15/2024MML Investors Services LLC5,423$217K0.0%N/A0.236%
11/15/2024HighTower Advisors LLC155,341$6.22M0.0%-4.1%6.754%
11/14/2024Rockefeller Capital Management L.P.72,901$2.92M0.0%+20.9%3.170%
11/14/2024Centric Wealth Management57,734$2.31M0.6%+22.1%2.510%
11/13/2024D.A. Davidson & CO.21,405$857K0.0%+12.1%0.931%
11/6/2024Mirae Asset Securities USA Inc.36,429$1.46M0.1%N/A1.584%
11/6/2024Oppenheimer Asset Management Inc.25,423$1.02M0.0%+15.9%1.105%
10/30/2024 World Equity Group Inc.9,819$393K0.1%+51.9%0.427%
10/28/2024Creative Financial Designs Inc. ADV1,660$66K0.0%-23.1%0.072%
10/24/2024 Patriot Financial Group Insurance Agency LLC9,157$367K0.0%+35.8%0.398%
10/22/2024International Assets Investment Management LLC3,870,186$154.96M0.0%+552,783.7%168.269%
8/22/2024Cetera Investment Advisers158,065$5.88M0.0%+9.8%6.586%
8/8/2024Envestnet Asset Management Inc.187,962$6.99M0.0%+17.6%7.832%
8/8/2024Oppenheimer Asset Management Inc.21,933$815K0.0%N/A0.914%
8/2/2024Cozad Asset Management Inc.8,057$299K0.0%+54.4%0.336%
Trump Treasure April 19 (Ad)

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8/2/2024Aveo Capital Partners LLC107,384$3.99M0.5%-37.4%4.474%
8/2/2024Founders Financial Securities LLC38,709$1.44M0.1%+39.5%1.613%
8/1/2024Obermeyer Wood Investment Counsel Lllp8,352$310K0.0%N/A0.348%
7/31/2024Commonwealth Equity Services LLC97,100$3.61M0.0%+4.0%4.046%
7/30/2024International Assets Investment Management LLC700$26K0.0%N/A0.029%
7/26/2024 Patriot Financial Group Insurance Agency LLC6,741$251K0.0%+27.8%0.281%
7/26/2024 Cambridge Investment Research Advisors Inc.32,411$1.21M0.0%-13.2%1.350%
7/19/2024 World Equity Group Inc.6,462$240K0.1%+18.8%0.269%
5/24/2024Cetera Investment Advisers143,952$5.66M0.0%N/A5.758%
5/8/2024Cozad Asset Management Inc.5,219$205K0.0%N/A0.209%
5/8/2024Avantax Advisory Services Inc.19,854$780K0.0%+36.0%0.794%
5/1/2024Centric Wealth Management37,733$1.42M0.4%+13.7%1.509%
4/29/2024Commonwealth Equity Services LLC93,393$3.67M0.0%+42.6%3.736%
4/25/2024Capital Investment Advisory Services LLC16,630$653K0.1%N/A0.665%
4/25/2024 Cambridge Investment Research Advisors Inc.37,335$1.47M0.0%-10.7%1.493%
4/17/2024Founders Financial Securities LLC27,743$1.09M0.1%+38.3%1.132%
2/13/2024Cetera Advisor Networks LLC138,347$5.22M0.0%-1.8%5.887%
2/13/2024Belpointe Asset Management LLC6,300$238K0.0%N/A0.268%
2/9/2024Sepio Capital LP7,237$264K0.0%N/A0.308%
2/9/2024Advisory Services Network LLC6,225$235K0.0%N/A0.265%
2/9/2024 Cambridge Investment Research Advisors Inc.41,792$1.58M0.0%+30.0%1.778%
2/9/2024EverSource Wealth Advisors LLC1,453$55K0.0%N/A0.062%
2/7/2024Avantax Advisory Services Inc.14,596$551K0.0%+80.8%0.621%
2/7/2024Principal Securities Inc.1,000$38K0.0%N/A0.043%
2/6/2024Centric Wealth Management33,189$1.21M0.4%+209.0%1.412%
2/5/2024Kestra Private Wealth Services LLC13,900$525K0.0%N/A0.591%
1/30/2024 Prosperity Wealth Management Inc.36,255$1.37M0.9%+15.4%1.543%
1/24/2024Stratos Wealth Partners LTD.19,749$745K0.0%+14.9%0.840%
12/5/2023 Advisory Resource Group347,738$12.03M3.2%-6.9%16.559%
11/13/2023Envestnet Asset Management Inc.152,339$5.27M0.0%+74.5%7.254%
11/8/2023Avantax Advisory Services Inc.8,074$279K0.0%+13.5%0.384%
11/7/2023 Prosperity Wealth Management Inc.31,430$1.09M0.7%+9.2%1.497%
11/6/2023Centric Wealth Management10,741$371K0.2%N/A0.511%
10/24/2023Stratos Wealth Partners LTD.17,183$594K0.0%+53.3%0.904%
10/24/2023 Cambridge Investment Research Advisors Inc.32,154$1.11M0.0%-54.6%1.692%
9/12/2023 Prosperity Wealth Management Inc.28,785$979K0.6%-6.6%1.693%
8/10/2023Cetera Advisor Networks LLC191,822$6.52M0.0%N/A11.284%
8/9/2023Coastal Investment Advisors Inc.1,209$41K0.0%N/A0.071%
8/4/2023Envestnet Asset Management Inc.87,286$2.97M0.0%+302.4%5.134%
7/31/2023LPL Financial LLC125,638$4.27M0.0%+81.3%7.179%
7/18/2023Stratos Wealth Partners LTD.11,209$381K0.0%N/A0.641%
7/13/2023 Cambridge Investment Research Advisors Inc.70,858$2.41M0.0%-9.7%4.049%
7/11/2023 Advisory Resource Group373,529$12.70M3.5%-5.6%21.345%
5/12/2023HighTower Advisors LLC186,330$6.25M0.0%+2.3%13.309%
5/11/2023 Cambridge Investment Research Advisors Inc.78,430$2.63M0.0%+952.2%5.602%
2/10/2023Advisor Group Holdings Inc.85,181$2.74M0.0%+103.9%8.518%
2/9/2023HighTower Advisors LLC182,135$5.85M0.0%+3.8%18.214%
1/31/2023Geneos Wealth Management Inc.1,920$62K0.0%N/A0.192%
11/8/2022IFP Advisors Inc1,001$26K0.0%-36.5%0.125%
10/17/2022 Cambridge Investment Research Advisors Inc.7,413$209K0.0%N/A0.988%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
5/12/2022HighTower Advisors LLC153,435$5.41M0.0%N/A61.374%
4/11/2022 Orser Capital Management LLC13,610$546K0.3%N/A5.444%
2/3/2022 Cambridge Investment Research Advisors Inc.5,747$203K0.0%N/A5.747%
11/16/2021Jane Street Group LLC48,785$1.64M0.0%+29.2%48.785%
8/2/2021Advisor Group Holdings Inc.4,979$171K0.0%-48.8%4.979%
5/12/2021UBS Group AG1,280$42K0.0%-25.6%2.560%
(Data available from 1/1/2016 forward)

HERD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HERD shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Pacer Cash Cows Fund of Funds ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($154.96M), Cetera Investment Advisers ($16.52M), Envestnet Asset Management Inc. ($7.69M), LPL Financial LLC ($7.69M), Advisory Resource Group ($6.67M), Cetera Advisor Networks LLC ($5.22M), and Commonwealth Equity Services LLC ($3.76M).Learn more on HERD's institutional investors.

Which institutional investors have been buying Pacer Cash Cows Fund of Funds ETF stock?

Of the 34 institutional investors that purchased Pacer Cash Cows Fund of Funds ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($3.87M), Cetera Investment Advisers ($432.08K), Cetera Advisor Networks LLC ($191.82K), Envestnet Asset Management Inc. ($165.39K), Cambridge Investment Research Advisors Inc. ($80.61K), LPL Financial LLC ($58.30K), and Centric Wealth Management ($51.03K).

How much institutional buying is happening at Pacer Cash Cows Fund of Funds ETF?

Institutional investors have bought a total of 5,163,922 shares in the last 24 months. This purchase volume represents approximately $202.49M in transactions.

Which Pacer Cash Cows Fund of Funds ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Pacer Cash Cows Fund of Funds ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisory Resource Group ($288.70K), HighTower Advisors LLC ($155.75K), Aveo Capital Partners LLC ($113.19K), Cambridge Investment Research Advisors Inc. ($59.73K), World Equity Group Inc. ($16.49K), Commonwealth Equity Services LLC ($3.95K), and Cetera Advisor Networks LLC ($2.54K).

How much institutional selling is happening at Pacer Cash Cows Fund of Funds ETF?

Institutional investors have sold a total of 643,187 shares in the last 24 months. This volume of shares sold represents approximately $24.42M in transactions.



This page (NASDAQ:HERD) was last updated on 4/24/2025 by MarketBeat.com Staff
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