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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
Goldman Sachs
176
Goldman Sachs
New York
$1.77M +$1.58M +36,867 New
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$1.77M +$282K +6,567 +22%
DWP
178
Daymark Wealth Partners
Ohio
$1.75M +$1.57M +36,532 New
WB
179
West Bancorporation
Iowa
$1.74M +$536K +12,480 +53%
AFTS
180
American Financial & Tax Strategies
New York
$1.72M +$2.37M +55,107 New
IWC
181
Integrated Wealth Concepts
Massachusetts
$1.72M +$602K +14,016 +65%
1WM
182
1858 Wealth Management
Ohio
$1.7M +$1.52M +35,416 New
AWM
183
Axxcess Wealth Management
California
$1.68M +$1.51M +35,071 New
RJT
184
Raymond James Trust
Florida
$1.68M +$1.1M +25,713 +279%
KIA
185
Kraematon Investment Advisors
Massachusetts
$1.66M +$1.48M +34,528 New
BC
186
Barrett & Company
Rhode Island
$1.62M +$97.1K +2,260 +7%
CWA
187
Clarus Wealth Advisors
Arizona
$1.62M +$1.5M +34,938 New
BFG
188
Bleakley Financial Group
New Jersey
$1.62M +$1.45M +33,648 New
SS
189
Simplicity Solutions
Minnesota
$1.62M +$1.45M +33,648 New
PPWP
190
Premier Path Wealth Partners
New Jersey
$1.56M +$1.38M +32,067 New
OBWG
191
Onyx Bridge Wealth Group
New York
$1.56M +$1.39M +32,422 New
SL
192
SWMG LLC
Texas
$1.54M +$518K +12,066 +60%
EWA
193
Evolution Wealth Advisors
Florida
$1.52M +$290K +6,762 +27%
PA
194
PSI Advisors
Florida
$1.49M +$961K +22,364 +259%
IA
195
IFP Advisors
Florida
$1.46M -$3.33M -77,514 -72%
GEA
196
Glen Eagle Advisors
New Jersey
$1.46M +$438K +10,205 +51%
SPC
197
Sigma Planning Corp
Michigan
$1.46M -$700K -16,295 -35%
MMPW
198
Mitchell McLeod Pugh & Williams
Alabama
$1.43M +$1.28M +29,762 New
LIM
199
Leavell Investment Management
Alabama
$1.43M +$411K +9,570 +48%
EFG
200
Ethos Financial Group
Pennsylvania
$1.41M +$1.25M +29,151 New
6 7
8
9 10

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.