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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
SPIA
76
Steward Partners Investment Advisory
New York
$7.61M +$1.92M +44,771 +39%
SHA
77
Seneca House Advisors
Virginia
$7.4M +$1.66M +38,655 +34%
KIM
78
Karpus Investment Management
New York
$7.27M +$6.5M +151,365 New
CA
79
Cetera Advisors
Colorado
$7.21M +$2.48M +57,792 +63%
SWA
80
Stratos Wealth Advisors
Ohio
$7.15M +$376K +8,765 +6%
HAS
81
Holland Advisory Services
Florida
$6.99M +$6.25M +145,570 New
FIA
82
Foundations Investment Advisors
Arizona
$6.81M +$42.4K +988 +0.7%
MOS
83
MGO One Seven
Ohio
$6.59M +$705K +16,418 +14%
CCA
84
Childress Capital Advisors
Texas
$6.49M +$104K +2,413 +2%
ACM
85
Avalon Capital Management
California
$6.09M -$76.5K -1,781 -1%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$5.82M +$3.39M +78,886 +187%
NFG
87
Nations Financial Group
Iowa
$5.57M +$724K +16,868 +17%
RA
88
RFG Advisory
Alabama
$5.38M +$4.54M +105,642 +1,662%
KV
89
Kickstand Ventures
New York
$5.22M +$4.66M +108,585 New
DADC
90
D.A. Davidson & Co
Montana
$5.17M +$2.78M +64,663 +151%
ASN
91
Advisory Services Network
Georgia
$5.15M +$3.02M +70,274 +190%
AI
92
Atria Investments
North Carolina
$5.1M +$3.48M +80,940 +322%
CCA
93
Cora Capital Advisors
New Jersey
$5.09M -$2.51M -58,384 -36%
LA
94
Lindenwold Advisors
Pennsylvania
$5.09M -$25K -582 -0.5%
HW
95
Hamilton Wealth
California
$4.89M -$142K -3,304 -3%
PWM
96
Provident Wealth Management
Tennessee
$4.65M +$4.16M +96,823 New
Comerica Bank
97
Comerica Bank
Texas
$4.6M +$1.19M +27,810 +41%
IA
98
Insight Advisors
Pennsylvania
$4.59M +$904K +21,049 +28%
WS
99
Wedbush Securities
California
$4.52M +$111K +2,586 +3%
OCM
100
One Capital Management
California
$4.43M -$805K -18,742 -17%
2 3
4
5 6

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.