Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (COWG)

229 + Investors. Track Smart Money conviction in COWG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — COWG

Based on 233 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their COWG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
233 hedge funds hold COWG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +49% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+49% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

121 buying119 selling
Last quarter: 121 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 54 → 51 → 36 → 29. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 37% entered in last year

■ 12% conviction (2yr+) ■ 51% medium ■ 37% new
Only 28 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

58 → 54 → 51 → 36 → 29 new funds/Q
New funds entering each quarter: 54 → 51 → 36 → 29. COWG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 64% of holders entered in last year

■ 9% veterans ■ 27% 1-2yr ■ 64% new
Of 233 current holders: 149 (64%) entered in the past year, only 22 (9%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
14 of 233 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in COWG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — COWG

In 2026 Q1, 121 hedge funds were net buyers of COWG (29 opened a new position, 92 added to an existing one), while 119 reduced or exited (88 trimmed, 31 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 49% of total institutional value in COWG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 233.

Hedge Fund Ownership: COWG

How many hedge funds hold COWG — quarterly history vs. share price
Quarterly hedge fund ownership of COWG vs. share price

Market Analysis: COWG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COWG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pacer Fds Tr (COWG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much COWG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
COWG
+17.1%
SPY
+15.9%

COWG outperformed SPY by +1.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
COWG
+6.7%
SPY
+2.0%

Since the filing became public, COWG outperformed SPY by +4.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 9 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: COWG
229 + Investors

Track Smart Money conviction in COWG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 229 235 -2.55%
13F Shares 42M 47M -12.15%
Total Value $1.36B $1.73B -21.67%
New Positions 28 36 -8
Increased Positions 90 126 -36
Closed Positions 34 21 +13
Reduced Positions 87 57 +30
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: COWG

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Institutional Holders (2026 Q1)

229 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in COWG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 COWG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sylvest Advisors, LLC 5.59% 311,679 $10.5M
2 Guilbault Capital LLC 5.54% 149,913 $5.1M
3 Rubicon Advisors, GP 4.56% 155,379 $5.2M
4 BNB Wealth Management, LLC 4.34% 200,377 $6.8M
5 Aspire Capital Advisors LLC 3.77% 496,195 $16.7M
6 Tandem Investment Partners LLC 3.56% 124,288 $4.2M
7 Team Financial Group, LLC 3.47% 226,280 $7.6M
8 Atlantic Family Wealth, LLC 3.37% 138,452 $4.7M
9 Laurel Wealth Planning LLC 3.08% 173,119 $5.8M
10 Traphagen Investment Advisors LLC 2.43% 889,007 $30.0M
11 Z3 Capital Partners, LLC 2.20% 260,544 $9.2M
12 Fortis Advisors, LLC 2.20% 130,156 $4.4M
13 Plan Group Financial, LLC 2.18% 274,850 $9.3M
14 Commerce Advisors, LLC 1.67% 58,899 $2.0M
15 Lighthouse Wealth Management Inc. 1.62% 70,594 $2.4M
16 Tripletail Wealth Management, LLC 1.37% 29,457 $1.0M
17 Heck Capital Advisors, LLC 1.19% 473,873 $16.0M
18 Noble Wealth Management PBC 1.16% 68,618 $2.3M
19 Ofc Financial Planning, LLC 1.16% 34,914 $1.2M
20 Post Resch Tallon Group Inc. 1.15% 41,983 $1.4M
21 Marble Wealth, LLC 1.00% 168,835 $5.7M
22 RVW Wealth, LLC 0.90% 341,988 $11.5M
23 Hbw Advisory Services LLC 0.89% 249,189 $8.4M
24 Clay Northam Wealth Management, LLC 0.86% 45,273 $1.5M
25 Crux Wealth Advisors 0.81% 62,494 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pacer Fds Tr (COWG)

What does the Smart Money Trend signal show for COWG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their COWG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for COWG?

Slight buying edge — 50% buying: Last quarter: 121 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for COWG holders?

Elite ownership — 49% AUM from top-100 funds: 14 of 233 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in COWG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held COWG?

Mostly new holders — 37% entered in last year: Only 28 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Pacer Fds Tr (COWG) following the 2026 Q1 hedge fund 13F filings?

As of today, COWG has moved +6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.7%. Since the quarter end (March 31, 2026), COWG has gained +17.1% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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