Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (COWZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — COWZ

Based on 873 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added COWZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
873 hedge funds hold COWZ 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

445 buying406 selling
Last quarter: 445 funds bought or added vs 406 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.
➡️

Steady new buyers — ~113 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 64 → 62 → 116 → 113. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new
464 out of 873 hedge funds have held COWZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

87 → 64 → 62 → 116 → 113 new funds/Q
New funds entering each quarter: 64 → 62 → 116 → 113. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 52% veterans vs 27% newcomers

■ 52% veterans ■ 21% 1-2yr ■ 27% new
Entry-cohort mix of 875 holders: 456 (52%) are 2+ year veterans, 185 entered 1–2 years ago, and 234 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
27 of 872 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in COWZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — COWZ

In 2026 Q1, 445 hedge funds were net buyers of COWZ (113 opened a new position, 332 added to an existing one), while 406 reduced or exited (333 trimmed, 73 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in COWZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 873.

Hedge Fund Ownership: COWZ

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

Market Analysis: COWZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COWZ

-- --

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

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

Signal Freshness measures how much COWZ 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 · 83d ago
COWZ
-1.7%
SPY
+14.8%

COWZ outperformed SPY by -16.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
COWZ
-2.1%
SPY
+1.0%

Since the filing became public, COWZ outperformed SPY by -3.1% .

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.

26 top-rated funds 46 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: COWZ
862 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 862 833 3.48%
13F Shares 192M 193M -0.83%
Total Value $11.56B $11.56B -0.05%
New Positions 109 116 -7
Increased Positions 329 227 +102
Closed Positions 80 70 +10
Reduced Positions 331 383 -52
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: COWZ

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

862 + investors

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

QUARTER:
Top 25 COWZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Provident Wealth Management, LLC 15.48% 817,861 $51.2M
2 CMC Financial Group 10.52% 85,761 $5.4M
3 Fortune Financial Group, Inc. 9.93% 176,278 $11.0M
4 Clay Northam Wealth Management, LLC 9.73% 276,881 $17.3M
5 Guilbault Capital LLC 9.59% 139,857 $8.7M
6 Cyr Financial Inc. 9.36% 254,245 $15.9M
7 GLR Partners, LLC 9.01% 264,069 $16.5M
8 Longview Financial Advisors, Inc. 8.53% 223,134 $14.0M
9 Copley Financial Group, Inc. 8.11% 214,943 $13.4M
10 GEN Financial Management, INC. 7.79% 201,184 $12.6M
11 Presidio Capital Management, LLC 7.50% 412,612 $25.8M
12 Sylvest Advisors, LLC 7.34% 220,764 $13.8M
13 Lighthouse Wealth Management Inc. 7.15% 168,264 $10.5M
14 Argo Wealth Advisory, LLC 6.81% 185,601 $11.6M
15 Accordant Advisory Group Inc 6.80% 175,495 $11.0M
16 Inlight Wealth Management, LLC 6.65% 286,992 $18.0M
17 Winter & Associates, Inc. 5.70% 104,075 $6.5M
18 Prota Financial, LLC 5.62% 129,731 $7.8M
19 Paragon Capital Management Ltd 5.57% 423,940 $26.5M
20 Ptm Wealth Management, LLC 5.44% 164,135 $10.3M
21 Wiser Wealth Management, Inc 5.23% 388,027 $24.3M
22 Decker Wealth Management LLC 5.21% 367,352 $23.0M
23 Tandem Investment Partners LLC 5.14% 96,965 $6.1M
24 Anson Capital, Inc. 4.45% 103,964 $6.5M
25 Wealth Group Ltd 4.44% 311,724 $19.5M
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 (COWZ)

What does the Smart Money Trend signal show for COWZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added COWZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for COWZ?

Slight buying edge — 52% buying: Last quarter: 445 funds bought or added vs 406 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 COWZ holders?

Elite ownership — 55% AUM from top-100 funds: 27 of 872 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in COWZ. 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 COWZ?

53% of holders stayed for 2+ years: 464 out of 873 hedge funds have held COWZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, COWZ has moved -2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the SPY sector ETF — an outperformance of -3.1%. Since the quarter end (March 31, 2026), COWZ has gained -1.7% vs +14.8% 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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