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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
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$598K +$88.6K +2,063 +20%
FCA
277
Fortis Capital Advisors
Kansas
$597K -$637K -14,839 -54%
Brown Advisory
278
Brown Advisory
Maryland
$587K +$25.7K +598 +5%
VCWA
279
Vanguard Capital Wealth Advisors
Colorado
$577K +$516K +12,014 New
WMA
280
West Michigan Advisors
Michigan
$574K -$39.6K -921 -7%
LWA
281
Lowe Wealth Advisors
Maryland
$567K +$507K +11,800 New
SF
282
Synovus Financial
Georgia
$567K +$507K +11,794 New
SOS
283
Silver Oak Securities
Tennessee
$559K +$500K +11,630 New
CSPAM
284
Cary Street Partners Asset Management
Virginia
$555K +$496K +11,545 New
HGERS
285
Householder Group Estate & Retirement Specialist
Arizona
$554K +$496K +11,550 New
IFPG
286
Intrepid Financial Planning Group
Indiana
$552K +$204K +4,739 +70%
CIA
287
Concurrent Investment Advisors
Florida
$551K +$493K +11,472 New
CAL
288
Capital Advisors Ltd
Ohio
$549K +$46.2K +1,076 +10%
CFD
289
Creative Financial Designs
Indiana
$524K +$228K +5,299 +94%
CFGS
290
Concourse Financial Group Securities
Alabama
$502K +$204K +4,740 +83%
FTUS
291
Flow Traders U.S.
New York
$488K -$756K -17,613 -63%
ACM
292
Absolute Capital Management
Pennsylvania
$486K +$435K +10,119 New
SEA
293
Stegent Equity Advisors
Texas
$481K +$430K +10,016 New
SWP
294
Summit Wealth Partners
Florida
$472K +$422K +9,829 New
PCS
295
Personal CFO Solutions
New Jersey
$465K – – –
GWP
296
Gateway Wealth Partners
Wisconsin
$459K -$59.3K -1,380 -13%
CFS
297
Commonwealth Financial Services
West Virginia
$457K -$1.3M -30,366 -76%
APWA
298
Atlas Private Wealth Advisors
New Jersey
$450K +$142K +3,308 +55%
AFP
299
Ausdal Financial Partners
Iowa
$449K +$131K +3,043 +48%
FPB
300
First PREMIER Bank
South Dakota
$449K +$401K +9,334 New
10 11
12
13 14

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.