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Pacer US Small Cap Cash Cows 100 ETF
CALF

419 hedge funds and large institutions have $5.39B invested in Pacer US Small Cap Cash Cows 100 ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 199 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

953% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 15

323% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 47

102% more capital invested

Capital invested by funds: $2.67B → $5.39B (+$2.72B)

50% more funds holding

Funds holding: 279 → 419 (+140)

49% more call options, than puts

Call options by funds: $586K | Put options by funds: $394K

35% more funds holding in top 10

Funds holding in top 10: 20 → 27 (+7)

5.75% more ownership

Funds ownership: 76.75% → 82.5% (+5.8%)

Holders
419
Holders Change
+140
Holders Change %
+50.18%
% of All Funds
6.11%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.39%
New
158
Increased
199
Reduced
47
Closed
15
Calls
$586K
Puts
$394K
Net Calls
+$192K
Net Calls Change
-$304K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$613M
2
Bank of America
Bank of America
North Carolina
+$406M
3
Wells Fargo
Wells Fargo
California
+$92M
4
SPWG
Syntegra Private Wealth Group
Missouri
+$71.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$59.9M

Top Sellers

1
KAS
KPP Advisory Services
Kentucky
-$12.2M
2
PPW
Pasadena Private Wealth
California
-$4.85M
3
IA
IFP Advisors
Florida
-$3.33M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$3.08M
5
EF
Empowered Funds
Pennsylvania
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
226
Eudaimonia Partners
Tennessee
$1.05M +$23.4K +544 +3%
PPWM
227
Paragon Private Wealth Management
Kentucky
$1.05M +$493K +11,484 +111%
FA
228
FDx Advisors
Illinois
$1.04M +$930K +21,658 New
Walleye Capital
229
Walleye Capital
New York
$999K +$893K +20,796 New
YIH
230
Y-Intercept (HK)
Hong Kong
$981K +$878K +20,433 New
D.E. Shaw & Co
231
D.E. Shaw & Co
New York
$975K +$872K +20,300 New
LAS
232
LWM Advisory Services
Florida
$967K +$865K +20,128 New
BWM
233
Birchcreek Wealth Management
Ohio
$960K +$43.6K +1,016 +5%
CFCI
234
Comprehensive Financial Consultants Institutional
Indiana
$960K +$858K +19,984 New
TFM
235
Trademark Financial Management
Minnesota
$960K +$858K +19,979 New
GAA
236
Global Assets Advisory
Florida
$946K +$80.9K +1,884 +11%
EIP
237
Epoch Investment Partners
New York
$941K +$842K +19,600 New
RIA
238
Realta Investment Advisors
Delaware
$939K +$431K +10,044 +106%
PF
239
Prosperitas Financial
California
$938K +$30.4K +707 +4%
FFN
240
Focus Financial Network
Minnesota
$935K +$834K +19,406 New
CWM
241
Castle Wealth Management
Florida
$912K +$213K +4,955 +35%
BW
242
Bison Wealth
Georgia
$899K -$9.66K -225 -1%
BWM
243
BCS Wealth Management
Tennessee
$892K +$73.9K +1,720 +10%
CBFP
244
Cedar Brook Financial Partners
Ohio
$885K +$511K +11,907 +169%
EFS
245
Essex Financial Services
Connecticut
$852K +$762K +17,735 New
JCFM
246
JBR Co Financial Management
Oklahoma
$834K +$746K +17,359 New
GSIAS
247
Garden State Investment Advisory Services
New Jersey
$826K +$48.5K +1,130 +7%
BCM
248
Barometer Capital Management
Ontario, Canada
$807K -$68.7K -1,600 -9%
HH
249
Hilltop Holdings
Texas
$782K -$618K -14,382 -47%
Millennium Management
250
Millennium Management
New York
$778K +$696K +16,203 New
8 9
10
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CALF Hedge Fund Activity: Q4 2023 in Review

419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer US Small Cap Cash Cows 100 ETF (CALF) for Q4 2023, worth a combined $5.39B — up 102% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new CALF positions and 15 closed out — a net gain of 143 holders — while 199 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $613M. The largest seller was KPP Advisory Services, exiting entirely with an estimated $12.2M sold.

  • 419 institutional investors held Pacer US Small Cap Cash Cows 100 ETF (CALF) as of Q4 2023, up from 279 in Q3 2023.
  • Funds reported $5.39B of Pacer US Small Cap Cash Cows 100 ETF stock for Q4 2023, up 102% quarter-over-quarter.
  • 158 funds opened new Pacer US Small Cap Cash Cows 100 ETF positions in Q4 2023 and 15 closed out, a net change of +143 holders.
  • The largest Pacer US Small Cap Cash Cows 100 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $613M added.
  • The largest Pacer US Small Cap Cash Cows 100 ETF seller in Q4 2023 was KPP Advisory Services, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2023.