Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (COWZ)

858 + 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
↓ -11
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — COWZ

Based on 862 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their COWZ 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
862 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 — +9% more funds vs a year ago

fund count last 6Q
+68 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

394 buying442 selling
Last quarter: 442 funds reduced or exited vs 394 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-49 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 62 → 117 → 113 → 64. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new
497 out of 862 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.
➡️

Steady discovery — ~64 new funds/quarter

65 → 62 → 117 → 113 → 64 new funds/Q
New funds entering each quarter: 62 → 117 → 113 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 24% newcomers

■ 57% veterans ■ 19% 1-2yr ■ 24% new
Entry-cohort mix of 863 holders: 490 (57%) are 2+ year veterans, 168 entered 1–2 years ago, and 205 (24%) 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
29 of 862 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 Q2, 394 hedge funds were net buyers of COWZ (64 opened a new position, 330 added to an existing one), while 442 reduced or exited (367 trimmed, 75 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 55% of total institutional value in COWZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 862.

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 Q2 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 June 30, 2026 · 88d ago
COWZ
+8.6%
SPY
+5.8%

COWZ outperformed SPY by +2.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 43d ago
COWZ
-3.9%
SPY
+1.6%

Since the filing became public, COWZ outperformed SPY by -5.5% .

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.

17 top-rated funds 47 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: COWZ
858 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 858 873 -1.72%
13F Shares 186M 192M -3.1%
Total Value $11.18B $11.59B -3.58%
New Positions 63 113 -50
Increased Positions 328 332 -4
Closed Positions 78 74 +4
Reduced Positions 365 333 +32
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

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 Q2)

858 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Provident Wealth Management, LLC 13.31% 831,000 $51.7M
2 CMC Financial Group 9.71% 80,585 $5.0M
3 Cyr Financial Inc. 8.84% 272,864 $17.0M
4 Guilbault Capital LLC 8.59% 137,557 $8.6M
5 Longview Financial Advisors, Inc. 8.46% 232,491 $14.5M
6 Clay Northam Wealth Management, LLC 8.45% 276,239 $17.2M
7 Copley Financial Group, Inc. 8.30% 220,773 $13.7M
8 GLR Partners, LLC 8.26% 285,169 $17.7M
9 GEN Financial Management, INC. 7.46% 200,543 $12.5M
10 Accordant Advisory Group Inc 7.15% 170,545 $10.6M
11 Presidio Capital Management, LLC 6.67% 428,706 $26.7M
12 Argo Wealth Advisory, LLC 6.57% 191,489 $11.9M
13 Lighthouse Wealth Management Inc. 6.50% 168,212 $10.5M
14 Sylvest Advisors, LLC 6.11% 218,057 $13.6M
15 Winter & Associates, Inc. 6.11% 130,809 $8.1M
16 Inlight Wealth Management, LLC 5.97% 302,004 $18.8M
17 Ptm Wealth Management, LLC 5.03% 172,171 $11.2M
18 Paragon Capital Management Ltd 4.83% 410,235 $25.5M
19 Decker Wealth Management LLC 4.76% 360,738 $22.4M
20 Wiser Wealth Management, Inc 4.76% 400,271 $24.9M
21 Tandem Investment Partners LLC 4.72% 98,477 $6.1M
22 Fortune Financial Group, Inc. 4.57% 93,919 $5.8M
23 Anson Capital, Inc. 4.19% 103,535 $6.4M
24 Owen LaRue, LLC 3.87% 178,900 $11.1M
25 Mainsail Financial Group, LLC 3.84% 181,672 $11.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their COWZ 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 COWZ?

More sellers than buyers — 47% buying: Last quarter: 442 funds reduced or exited vs 394 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for COWZ holders?

Elite ownership — 55% AUM from top-100 funds: 29 of 862 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?

58% of holders stayed for 2+ years: 497 out of 862 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 Q2 hedge fund 13F filings?

As of today, COWZ has moved -3.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -5.5%. Since the quarter end (June 30, 2026), COWZ has gained +8.6% vs +5.8% 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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