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

$38.91
+0.04 (+0.10%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for Pacer Cash Cows Fund of Funds ETF (NASDAQ:HERD)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$19.78M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.58M
Skip Chart & View Institutional Buying and Selling Data

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
5/8/2024 Cozad Asset Management Inc.5,219$205K0.0%N/A0.209%
5/8/2024 Avantax Advisory Services Inc.19,854$780K0.0%+36.0%0.794%
5/1/2024 Centric Wealth Management37,733$1.42M0.4%+13.7%1.509%
4/29/2024Commonwealth Equity Services LLC93,393$3.67M0.0%+42.6%3.736%
4/25/2024 Capital 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%
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4/17/2024 Founders Financial Securities LLC27,743$1.09M0.1%+38.3%1.132%
2/13/2024 Cetera Advisor Networks LLC138,347$5.22M0.0%-1.8%5.887%
2/13/2024 Belpointe Asset Management LLC6,300$238K0.0%N/A0.268%
2/9/2024 Sepio Capital LP7,237$264K0.0%N/A0.308%
2/9/2024 Advisory 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%
2/9/2024 EverSource Wealth Advisors LLC1,453$55K0.0%N/A0.062%
2/7/2024 Avantax Advisory Services Inc.14,596$551K0.0%+80.8%0.621%
2/7/2024 Principal Securities Inc.1,000$38K0.0%N/A0.043%
2/6/2024 Centric Wealth Management33,189$1.21M0.4%+209.0%1.412%
2/5/2024 Kestra 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%
1/24/2024 Stratos 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%
11/13/2023 Envestnet Asset Management Inc.152,339$5.27M0.0%+74.5%7.254%
11/8/2023 Avantax 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%
11/6/2023 Centric Wealth Management10,741$371K0.2%N/A0.511%
10/24/2023 Stratos 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%
8/10/2023 Cetera Advisor Networks LLC191,822$6.52M0.0%N/A11.284%
8/9/2023 Coastal Investment Advisors Inc.1,209$41K0.0%N/A0.071%
8/4/2023 Envestnet Asset Management Inc.87,286$2.97M0.0%+302.4%5.134%
7/31/2023 LPL Financial LLC125,638$4.27M0.0%+81.3%7.179%
7/18/2023 Stratos 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%
5/12/2023 HighTower 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%
2/10/2023 Advisor Group Holdings Inc.85,181$2.74M0.0%+103.9%8.518%
2/9/2023 HighTower Advisors LLC182,135$5.85M0.0%+3.8%18.214%
1/31/2023 Geneos Wealth Management Inc.1,920$62K0.0%N/A0.192%
11/8/2022IFP Advisors Inc1,001$26K0.0%-36.5%0.125%
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10/17/2022 Cambridge Investment Research Advisors Inc.7,413$209K0.0%N/A0.988%
5/12/2022 HighTower 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%
11/16/2021 Jane Street Group LLC48,785$1.64M0.0%+29.2%48.785%
8/2/2021 Advisor Group Holdings Inc.4,979$171K0.0%-48.8%4.979%
5/12/2021 UBS Group AG1,280$42K0.0%-25.6%2.560%
2/17/2021 Jane Street Group LLC9,987$281K0.0%N/A9.987%
8/17/2020 Jane Street Group LLC46,541$1.07M0.0%+283.3%46.541%
8/14/2020 Advisor Group Holdings Inc.25,060$568K0.0%+94.9%25.060%
5/18/2020 Advisor Group Holdings Inc.12,860$235K0.0%N/A25.720%
5/15/2020 Jane Street Group LLC12,142$229K0.0%-37.7%24.284%
(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, 24 institutional investors and hedge funds held shares of Pacer Cash Cows Fund of Funds ETF. The most heavily invested institutionals were Advisory Resource Group ($12.03M), HighTower Advisors LLC ($6.25M), Envestnet Asset Management Inc. ($5.27M), Cetera Advisor Networks LLC ($5.22M), LPL Financial LLC ($4.27M), Commonwealth Equity Services LLC ($3.67M), and Advisor Group Holdings Inc. ($2.74M).Learn more on HERD's institutional investors.

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

Of the 22 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: Cetera Advisor Networks LLC ($191.82K), Envestnet Asset Management Inc. ($130.65K), Cambridge Investment Research Advisors Inc. ($88.03K), LPL Financial LLC ($56.36K), Advisor Group Holdings Inc. ($43.40K), Centric Wealth Management ($37.73K), and Commonwealth Equity Services LLC ($27.91K).

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

Institutional investors have bought a total of 695,453 shares in the last 24 months. This purchase volume represents approximately $24.19M in transactions.

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

The following institutional investors have sold Pacer Cash Cows Fund of Funds ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($50.73K), Advisory Resource Group ($48.04K), Cetera Advisor Networks LLC ($2.54K), Prosperity Wealth Management Inc. ($2.04K), and IFP Advisors Inc ($576.00).

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

Institutional investors have sold a total of 103,917 shares in the last 24 months. This volume of shares sold represents approximately $3.60M in transactions.


This page (NASDAQ:HERD) was last updated on 5/20/2024 by MarketBeat.com Staff

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