Pacer US Small Cap Cash Cows 100 ETF (CALF) Institutional Ownership

$46.38
-0.21 (-0.45%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Number of
Institutional Buyers
(last 12 months)
373
Total
Institutional Inflows
(last 12 months)
$2.15B
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$90.05M
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CALF Institutional Buying and Selling by Quarter

Pacer US Small Cap Cash Cows 100 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Blair William & Co. IL46,904$2.31M0.0%+26.7%0.023%
5/9/2024Orion Portfolio Solutions LLC533,698$26.24M0.3%-22.0%0.262%
5/9/2024HBK Sorce Advisory LLC4,934$243K0.0%N/A0.002%
5/9/2024Kingsview Wealth Management LLC99,431$4.89M0.1%+964.5%0.049%
5/9/2024Zega Financial LLC41,013$2.02M0.7%N/A0.020%
5/9/2024JBR Co Financial Management Inc28,473$1.40M1.1%+64.0%0.014%
5/9/2024Delta Investment Management LLC471,875$23.20M5.3%N/A0.232%
5/9/2024Fortis Capital Advisors LLC9,051$445K0.2%-27.2%0.004%
5/9/2024Avid Wealth Partners LLC88,065$4.33M3.5%N/A0.043%
5/9/2024Koshinski Asset Management Inc.4,207$207K0.0%-25.8%0.002%
5/8/2024Cozad Asset Management Inc.75,428$3.71M0.4%+5.4%0.037%
5/8/2024Sheets Smith Wealth Management55,791$2.74M0.3%+6.6%0.027%
5/8/2024Bleakley Financial Group LLC33,894$1.67M0.0%+0.7%0.017%
5/8/2024Avantax Advisory Services Inc.559,531$27.51M0.2%+52.4%0.275%
5/8/2024 Keeler Thomas Management LLC65,523$3.24M1.1%+25.8%0.032%
5/8/2024 Thoroughbred Financial Services LLC119,323$5.87M0.6%+49.4%0.059%
5/7/2024 Verus Capital Partners LLC22,619$1.11M0.1%+209.1%0.011%
5/7/2024 Bedel Financial Consulting Inc.45,619$2.24M0.4%+5.2%0.022%
5/7/2024 Concurrent Investment Advisors LLC32,486$1.60M0.1%+183.2%0.016%
5/7/2024 Bey Douglas LLC6,619$325K0.3%+6.8%0.003%
5/7/2024 BCGM Wealth Management LLC4,123$203K0.1%N/A0.002%
5/7/2024 Nvwm LLC24,815$1.22M0.3%+1,140.8%0.012%
5/7/2024 Oppenheimer & Co. Inc.268,438$13.20M0.2%+5.6%0.132%
5/7/2024 PFG Advisors192,203$9.45M0.7%+11.1%0.094%
5/7/2024 Insight Advisors LLC PA85,026$4.18M0.8%-10.9%0.042%
5/6/2024 Envestnet Portfolio Solutions Inc.5,123$252K0.0%+18.0%0.003%
5/6/2024 MGB Wealth Management LLC57,077$2.80M1.1%+25.6%0.028%
5/4/2024 Geneos Wealth Management Inc.54,438$2.68M0.1%+10.2%0.027%
5/4/2024 Glassman Wealth Services770$38K0.0%N/A0.000%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.21,040$1.03M0.4%+5.3%0.010%
5/3/2024 Absolute Capital Management LLC6,014$296K0.2%-40.6%0.003%
5/2/2024 Smart Money Group LLC123,601$5.67M2.2%+1,384.7%0.061%
5/2/2024 USAdvisors Wealth Management LLC28,196$1.38M0.5%N/A0.014%
5/2/2024 Conservest Capital Advisors Inc.329,060$16.18M1.7%N/A0.162%
5/2/2024 Adapt Wealth Advisors LLC122,556$6.03M4.3%N/A0.060%
5/2/2024 FinTrust Capital Advisors LLC2,915$143K0.0%+22.9%0.001%
5/2/2024 Lionsbridge Wealth Management LLC27,317$1.34M1.0%N/A0.013%
5/2/2024 Lincoln National Corp73,601$3.62M0.1%+198.5%0.036%
5/2/2024 Fidelis Capital Partners LLC78,004$3.65M0.6%+23.4%0.038%
5/2/2024 BW Gestao de Investimentos Ltda.1,880,000$92.42M2.7%N/A0.923%
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5/2/2024 Mitchell Mcleod Pugh & Williams Inc.45,833$2.25M0.5%+54.0%0.023%
5/2/2024 Moloney Securities Asset Management LLC7,393$363K0.1%+53.2%0.004%
5/1/2024 StoneX Group Inc.35,905$1.77M0.2%+91.1%0.018%
5/1/2024 Janney Montgomery Scott LLC860,756$42.32M0.1%+61.2%0.425%
5/1/2024 Mirae Asset Global Investments Co. Ltd.78,500$3.86M0.0%N/A0.039%
5/1/2024 Concourse Financial Group Securities Inc.15,675$771K0.0%+50.4%0.008%
5/1/2024 Grant Street Asset Management Inc.338,562$16.64M5.4%+280.0%0.167%
5/1/2024 Stegent Equity Advisors Inc.15,412$758K0.8%+53.9%0.008%
5/1/2024 Diversify Advisory Services LLC11,253$549K0.0%N/A0.006%
4/30/2024 Private Advisor Group LLC280,158$13.77M0.1%+24.3%0.138%
4/30/2024 J.W. Cole Advisors Inc.124,965$6.14M0.3%+83.6%0.062%
4/30/2024 Curtis Advisory Group LLC23,516$1.16M0.4%N/A0.012%
4/30/2024 Hartline Investment Corp85,495$4.20M0.7%N/A0.042%
4/30/2024 Saxony Capital Management LLC11,716$576K0.7%-9.7%0.006%
4/30/2024 HB Wealth Management LLC176,434$8.67M0.1%N/A0.087%
4/30/2024 West Bancorporation Inc.61,200$3.01M2.0%+69.0%0.030%
4/30/2024 BlueChip Wealth Advisors LLC29,005$1.43M0.9%+251.7%0.014%
4/30/2024 Hazlett Burt & Watson Inc.15,100$746K0.4%+8.1%0.007%
4/29/2024Commonwealth Equity Services LLC2,023,207$99.46M0.2%+73.2%0.998%
4/29/2024 ETF Store Inc.71,509$3.52M2.0%N/A0.035%
4/29/2024 Benjamin Edwards Inc.85,862$4.22M0.8%+41.8%0.042%
4/29/2024 Benjamin F. Edwards & Company Inc.1,654,480$81.33M1.5%+24.5%0.816%
4/29/2024 Aspire Wealth Management Corp7,385$363K0.2%+118.3%0.004%
4/29/2024 Baxter Bros Inc.43,546$2.14M0.3%N/A0.021%
4/27/2024 Artemis Wealth Advisors LLC903,434$44.42M4.5%-12.6%0.446%
4/27/2024 Kellett Wealth Advisors LLC8,128$400K0.3%+68.6%0.004%
4/26/2024 Plan Group Financial LLC78,399$3.85M2.5%+17.6%0.039%
4/26/2024 Narwhal Capital Management10,000$492K0.0%+12.4%0.005%
4/26/2024 MBA Advisors LLC80,143$3.94M2.0%+14.4%0.040%
4/26/2024 Clear Creek Financial Management LLC6,422$316K0.0%N/A0.003%
4/26/2024 MONECO Advisors LLC94,689$4.66M0.8%+66.8%0.047%
4/26/2024 Bogart Wealth LLC718,773$35.34M1.8%+54.1%0.355%
4/25/2024 Capital Investment Advisory Services LLC3,962$195K0.0%+553.8%0.002%
4/25/2024 Triumph Capital Management16,887$825K0.3%+138.5%0.008%
4/25/2024 L.M. Kohn & Company4,150$204K0.1%N/A0.002%
4/25/2024 MTM Investment Management LLC74,695$3.67M1.5%+40.7%0.037%
4/25/2024 Eudaimonia Partners LLC24,630$1.21M0.3%+12.5%0.012%
4/25/2024 Cambridge Investment Research Advisors Inc.1,803,155$88.64M0.3%+31.6%0.890%
4/24/2024 Private Trust Co. NA13,919$684K0.1%+93.9%0.007%
4/24/2024 Leavell Investment Management Inc.30,592$1.50M0.1%+3.1%0.015%
4/24/2024 PSI Advisors LLC73,867$3.63M1.3%+138.3%0.036%
4/24/2024 Oxler Private Wealth LLC75,659$3.72M1.5%N/A0.037%
4/24/2024 Premier Path Wealth Partners LLC40,955$2.01M0.4%+27.7%0.020%
4/24/2024 Dakota Wealth Management28,761$1.41M0.0%N/A0.014%
4/24/2024 Simplicity Wealth LLC33,894$1.67M0.0%N/A0.017%
4/24/2024 Childress Capital Advisors LLC120,215$5.91M1.7%-11.0%0.059%
4/24/2024 Essex Financial Services Inc.20,078$987K0.1%+13.2%0.010%
4/24/2024 Dechtman Wealth Management LLC27,311$1.34M0.3%N/A0.013%
4/23/2024 Wetzel Investment Advisors Inc.55,899$2.54M1.5%+5.8%0.028%
4/23/2024 Global Retirement Partners LLC4,472$220K0.0%+60.5%0.002%
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4/23/2024 Twin Peaks Wealth Advisors LLC11,264$554K0.3%+88.7%0.006%
4/23/2024 Mason & Associates Inc78,139$3.84M1.0%N/A0.039%
4/23/2024 AllGen Financial Advisors Inc.70,351$3.46M1.4%N/A0.035%
4/23/2024 Nations Financial Group Inc. IA ADV125,167$6.15M0.5%+8.0%0.062%
4/23/2024 TrueWealth Advisors LLC13,835$680K0.3%+9.8%0.007%
4/23/2024 Principle Wealth Partners LLC110,793$5.45M0.4%+22.4%0.055%
4/23/2024 Arcadia Investment Management Corp MI14,565$716K0.1%+129.4%0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.3,591,583$176.56M0.3%+41.0%1.772%
4/22/2024 Confluence Wealth Services Inc.18,237$897K0.1%N/A0.009%
4/22/2024 Legacy CG LLC341,682$16.80M6.1%+5.0%0.169%
(Data available from 1/1/2016 forward)

CALF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CALF shares?

During the previous two years, 407 institutional investors and hedge funds held shares of Pacer US Small Cap Cash Cows 100 ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($272.86M), Bank of America Corp DE ($245.63M), Morgan Stanley ($243.16M), Raymond James Financial Services Advisors Inc. ($176.56M), UBS Group AG ($129.53M), Raymond James & Associates ($123.77M), and Stifel Financial Corp ($116.60M).Learn more on CALF's institutional investors.

Which institutional investors have been buying Pacer US Small Cap Cash Cows 100 ETF stock?

Of the 402 institutional investors that purchased Pacer US Small Cap Cash Cows 100 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($3.05M), Bank of America Corp DE ($2.70M), UBS Group AG ($2.53M), Wells Fargo & Company MN ($2.45M), Morgan Stanley ($2.32M), Raymond James & Associates ($2.27M), and Commonwealth Equity Services LLC ($1.92M).

How much institutional buying is happening at Pacer US Small Cap Cash Cows 100 ETF?

Institutional investors have bought a total of 61,519,780 shares in the last 24 months. This purchase volume represents approximately $2.68B in transactions.

Which Pacer US Small Cap Cash Cows 100 ETF major shareholders have been selling company stock?

Of the 90 institutional investors that sold Pacer US Small Cap Cash Cows 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($322.99K), Northwestern Mutual Wealth Management Co. ($226.18K), IFP Advisors Inc ($159.51K), Orion Portfolio Solutions LLC ($157.89K), Confluence Investment Management LLC ($148.75K), J.W. Cole Advisors Inc. ($140.49K), and Stratos Wealth Partners LTD. ($131.42K).

How much institutional selling is happening at Pacer US Small Cap Cash Cows 100 ETF?

Institutional investors have sold a total of 3,154,661 shares in the last 24 months. This volume of shares sold represents approximately $131.35M in transactions.


This page (BATS:CALF) was last updated on 5/9/2024 by MarketBeat.com Staff

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