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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
PWP
101
Principle Wealth Partners
Connecticut
$4.35M +$3.66M +85,171 +1,583%
GSAM
102
Grant Street Asset Management
Pennsylvania
$4.28M +$1.97M +45,842 +106%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$4.27M +$2.41M +56,205 +172%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$4.13M +$1.99M +46,275 +117%
DC
105
Davenport & Co
Virginia
$4.12M +$3.2M +74,610 +663%
AWS
106
Aspen Wealth Strategies
Colorado
$4.11M +$3.68M +85,663 New
VWA
107
Visionary Wealth Advisors
Illinois
$4.03M +$868K +20,198 +32%
AHIA
108
Andrew Hill Investment Advisors
Florida
$3.98M +$3.56M +82,782 New
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$3.94M +$1.65M +38,314 +88%
TFS
110
Thoroughbred Financial Services
Tennessee
$3.84M +$1.41M +32,882 +70%
CF
111
Centaurus Financial
California
$3.7M +$3.15M +73,383 +1,973%
AF
112
Allworth Financial
California
$3.68M -$139K -3,243 -4%
NFC
113
Northeast Financial Consultants
Connecticut
$3.48M +$387K +9,000 +14%
CAM
114
Cozad Asset Management
Illinois
$3.44M +$1.8M +41,835 +141%
TCG
115
Transcendent Capital Group
Oklahoma
$3.37M +$3.02M +70,217 New
MA
116
MBA Advisors
Pennsylvania
$3.37M +$3.01M +70,077 New
JWCA
117
J.W. Cole Advisors
Florida
$3.27M +$1.42M +33,116 +95%
WI
118
Wintrust Investments
Illinois
$3.23M +$85.3K +1,985 +3%
VI
119
Vestcor Inc
New Brunswick, Canada
$3.2M +$407K +9,480 +17%
PGF
120
Plan Group Financial
Oklahoma
$3.2M +$1.25M +29,098 +78%
AFG
121
Atomi Financial Group
New York
$3.2M -$227K -5,288 -7%
BRWA
122
B. Riley Wealth Advisors
Florida
$3.19M +$777K +18,088 +38%
IWM
123
IHT Wealth Management
Illinois
$3.16M +$2.32M +54,002 +458%
AWM
124
Apollon Wealth Management
South Carolina
$3.1M +$215K +4,997 +8%
Renaissance Technologies
125
Renaissance Technologies
New York
$3.06M +$2.43M +56,600 +786%
3 4
5
6 7

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.