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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
HWA
26
HHM Wealth Advisors
Tennessee
$27.9M +$4.09M +95,174 +20%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$25.6M +$9.26M +215,547 +68%
MML Investors Services
28
MML Investors Services
Massachusetts
$24M +$4.7M +109,314 +28%
NA
29
NewEdge Advisors
Louisiana
$23.1M +$10.3M +240,552 +98%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$22.6M +$18.7M +435,524 +1,215%
BWL
31
Bogart Wealth LLC
Virginia
$22.4M +$18.5M +430,738 +1,207%
PA
32
Procyon Advisors
Connecticut
$21.5M +$1.43M +33,380 +8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$21.2M +$7.76M +180,763 +70%
FMN
34
Financial Management Network
California
$20.2M +$6.45M +150,142 +53%
JP Morgan Chase
35
JP Morgan Chase
New York
$20M +$17.8M +415,362 +1,258,673%
NW
36
NewEdge Wealth
Pennsylvania
$19.8M +$493K +11,481 +3%
CFG
37
CMC Financial Group
Georgia
$18.9M +$5.51M +128,220 +46%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$18.6M +$5.81M +135,209 +54%
Pacer Advisors
39
Pacer Advisors
Pennsylvania
$18M +$2.83M +65,820 +21%
AAS
40
Avantax Advisory Services
Texas
$17.6M +$6.27M +145,994 +66%
SWP
41
Stratos Wealth Partners
Ohio
$16.8M +$2.1M +48,973 +16%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$16.5M +$8.71M +202,760 +144%
KAS
43
Kestra Advisory Services
Texas
$15.9M +$6.96M +162,075 +96%
SPWG
44
Sage Private Wealth Group
Illinois
$15.7M -$979K -22,785 -7%
LC
45
Legacy CG
Texas
$15.6M +$283K +6,599 +2%
TWM
46
Tradition Wealth Management
Minnesota
$15.1M +$10.3M +239,347 +319%
MI
47
Moneywise Inc
Virginia
$14.6M +$717K +16,688 +6%
HighTower Advisors
48
HighTower Advisors
Illinois
$14.6M +$4.5M +104,771 +53%
CWM
49
Cornerstone Wealth Management
Missouri
$14.2M +$352K +8,186 +3%
EH
50
Equitable Holdings
New York
$14.1M +$3.12M +72,694 +33%
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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.