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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
FAIM
151
Financial Advocates Investment Management
Washington
$2.43M +$737K +17,158 +51%
FS
152
Ferguson Shapiro
Georgia
$2.42M +$2.17M +50,439 New
BCA
153
Bay Colony Advisors
Massachusetts
$2.38M +$2.13M +49,605 New
GWM
154
Geneos Wealth Management
Colorado
$2.37M +$287K +6,688 +16%
C
155
CEDRUS
Colorado
$2.34M +$120K +2,803 +6%
FHA
156
Flagship Harbor Advisors
Massachusetts
$2.28M -$95.6K -2,226 -4%
USCWA
157
U.S. Capital Wealth Advisors
Texas
$2.25M -$120K -2,805 -6%
MWM
158
MGB Wealth Management
Texas
$2.19M +$1.95M +45,430 New
FCM
159
Firestone Capital Management
Florida
$2.18M +$306K +7,130 +19%
PWM
160
Penobscot Wealth Management
Maine
$2.17M -$25.3K -588 -1%
TC
161
Trilogy Capital
California
$2.11M -$168K -3,906 -8%
HAS
162
HBW Advisory Services
California
$2.09M +$762K +17,742 +69%
TWC
163
TD Waterhouse Canada
Ontario, Canada
$2.09M +$1.85M +43,080 New
BFC
164
Bedel Financial Consulting
Indiana
$2.08M +$30.2K +704 +2%
KPWS
165
Kestra Private Wealth Services
Texas
$2.08M +$1.47M +34,159 +371%
VAS
166
Vestmark Advisory Solutions
Massachusetts
$2.05M -$3.08M -71,726 -63%
CFG
167
Cooper Financial Group
California
$2.02M +$216K +5,026 +14%
RPSA
168
Richard P. Slaughter Associates
Texas
$1.95M +$17.3K +402 +1%
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$1.9M +$1.67M +38,871 +5,553%
TC
170
TAP Consulting
Missouri
$1.89M +$1.69M +39,425 New
BCM
171
Brookstone Capital Management
Illinois
$1.88M +$476K +11,087 +40%
MC
172
Moors & Cabot
Massachusetts
$1.81M +$821K +19,124 +103%
GGI
173
GPM Growth Investors
Michigan
$1.79M +$16.1K +375 +1%
OL
174
Owen LaRue
Kentucky
$1.78M +$1.6M +37,160 New
William Blair & Company
175
William Blair & Company
Illinois
$1.78M +$911K +21,220 +134%
5 6
7
8 9

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.