We are live on ! Find out more
CALF icon

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
KWM
301
Kingsview Wealth Management
Oregon
$449K +$258 +6 +0.1%
WMWM
302
Whitaker-Myers Wealth Managers
Ohio
$447K +$32.6K +759 +9%
CPIG
303
Chicago Partners Investment Group
Illinois
$446K +$410K +9,554 New
CIG
304
Cascade Investment Group
Colorado
$443K +$94K +2,189 +31%
DFA
305
DHK Financial Advisors
New Hampshire
$434K – – –
NCM
306
Narwhal Capital Management
Georgia
$427K +$382K +8,900 New
BA
307
Ballew Advisors
Mississippi
$425K +$397K +9,236 New
NWMG
308
National Wealth Management Group
Ohio
$416K +$372K +8,658 New
Pathstone Holdings
309
Pathstone Holdings
New Jersey
$413K +$370K +8,608 New
OWA
310
Opal Wealth Advisors
New York
$408K +$3.99K +93 +1%
TNBTD
311
Trustmark National Bank Trust Department
Mississippi
$405K +$363K +8,441 New
Betterment LLC
312
Betterment LLC
New York
$405K +$120K +2,800 +50%
SMG
313
Smart Money Group
Texas
$400K +$358K +8,325 New
BWA
314
BlueChip Wealth Advisors
Georgia
$396K +$354K +8,248 New
CRWM
315
Castle Rock Wealth Management
California
$393K +$362K +8,419 New
Bank of New York Mellon
316
Bank of New York Mellon
New York
$382K -$362K -8,423 -51%
KCFA
317
Key Client Fiduciary Advisors
New Jersey
$370K +$331K +7,708 New
PS
318
Principal Securities
Iowa
$368K +$329K +7,670 New
VCP
319
Verus Capital Partners
Arizona
$351K -$183K -4,262 -37%
PTC
320
Private Trust Company
Ohio
$345K +$4.85K +113 +2%
TCM
321
Triumph Capital Management
Colorado
$341K +$304K +7,081 New
AFA
322
Atlas Financial Advisors
California
$340K -$486K -11,307 -62%
LFAS
323
Level Four Advisory Services
Texas
$329K +$294K +6,843 New
AAS
324
Ameritas Advisory Services
Nebraska
$325K +$288K +6,698 New
TC
325
TownSquare Capital
Utah
$318K +$284K +6,622 New
11 12
13
14 15

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.