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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
WMA
201
Wealth Management Associates
New Jersey
$1.38M +$337K +7,840 +38%
OP
202
ORG Partners
Indiana
$1.33M +$1.12M +26,130 +1,621%
PFS
203
Prospera Financial Services
Texas
$1.31M +$515K +11,983 +78%
EE
204
EWG Elevate
California
$1.31M +$1.17M +27,313 New
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$1.3M -$436K -10,150 -27%
EIP
206
Ellis Investment Partners
Pennsylvania
$1.3M +$119K +2,760 +11%
LWM
207
Lodestone Wealth Management
Washington
$1.3M +$1.16M +27,000 New
IWA
208
IVC Wealth Advisors
Pennsylvania
$1.27M +$1.14M +26,520 New
TRCT
209
Tower Research Capital (TRC)
New York
$1.25M -$667K -15,537 -37%
CAG
210
Compass Advisory Group
New York
$1.25M -$2.19M -50,884 -66%
AWM
211
Avaii Wealth Management
Wisconsin
$1.24M +$628K +14,611 +130%
OC
212
Oarsman Capital
Wisconsin
$1.21M +$346K +8,049 +47%
BBI
213
Baxter Bros Inc
Connecticut
$1.2M +$1.08M +25,034 New
LNC
214
Lincoln National Corp
Pennsylvania
$1.18M +$521K +12,124 +97%
DIA
215
Dana Investment Advisors
Wisconsin
$1.17M +$259K +6,039 +33%
FH
216
FWG Holdings
Florida
$1.16M +$1.06M +24,596 New
SWM
217
StoneCrest Wealth Management
Arizona
$1.16M +$1.04M +24,152 New
AR
218
Apeiron RIA
Texas
$1.15M +$225K +5,230 +28%
GFG
219
Goldstone Financial Group
Illinois
$1.12M -$59.2K -1,378 -6%
WWM
220
Western Wealth Management
Colorado
$1.12M +$265K +6,170 +36%
NWM
221
Napa Wealth Management
California
$1.1M +$981K +22,835 New
LIG
222
Lokken Investment Group
Delaware
$1.09M +$977K +22,755 New
DAS
223
Dynamic Advisor Solutions
Arizona
$1.09M +$243K +5,663 +32%
PSCM
224
Per Stirling Capital Management
Texas
$1.07M – – –
BAM
225
Belpointe Asset Management
Nevada
$1.06M -$742K -17,278 -44%
7 8
9
10 11

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.