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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
BWM
326
BKM Wealth Management
Wisconsin
$317K +$283K +6,597 New
MCC
327
Money Concepts Capital
Florida
$317K +$283K +6,594 New
AIM
328
Arcadia Investment Management
Michigan
$305K +$273K +6,350 New
SWM
329
Scissortail Wealth Management
Oklahoma
$299K +$268K +6,234 New
BDL
330
Bey-Douglas LLC
Georgia
$298K +$266K +6,198 New
DWMG
331
DB Wealth Management Group
California
$297K +$265K +6,175 New
CWM
332
Congress Wealth Management
Massachusetts
$294K +$38.7K +900 +17%
Fisher Asset Management
333
Fisher Asset Management
Washington
$292K +$261K +6,082 New
FAB
334
First American Bank
Illinois
$288K – – –
TPWA
335
Twin Peaks Wealth Advisors
California
$287K +$256K +5,970 New
AFO
336
Allie Family Office
Florida
$279K +$248K +5,781 New
CCM
337
Carlson Capital Management
Minnesota
$277K +$29.5K +686 +13%
NEPWA
338
New England Private Wealth Advisors
Massachusetts
$275K +$246K +5,727 New
CPA
339
Clear Point Advisors
New York
$273K +$244K +5,677 New
Koshinski Asset Management
340
Koshinski Asset Management
Illinois
$272K +$244K +5,672 New
SC
341
Savant Capital
Illinois
$258K +$231K +5,379 New
WCM
342
Wealthcare Capital Management
Virginia
$256K +$229K +5,334 New
BCM
343
Barden Capital Management
Texas
$253K +$226K +5,260 New
NB
344
NBT Bank
New York
$245K +$220K +5,111 New
IA
345
IFG Advisory
Georgia
$241K +$216K +5,025 New
FWI
346
Facet Wealth Inc
Maryland
$233K +$213K +4,967 New
CAG
347
Csenge Advisory Group
Florida
$232K +$208K +4,832 New
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$232K +$14.9K +347 +8%
MSAM
349
Moloney Securities Asset Management
Missouri
$232K -$2.57M -59,943 -93%
KWA
350
Kellett Wealth Advisors
Ohio
$232K +$207K +4,820 New
12 13
14
15 16

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.