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Pacer US Small Cap Cash Cows 100 ETF
CALF

68 hedge funds and large institutions have $295M invested in Pacer US Small Cap Cash Cows 100 ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

8% more funds holding

Funds holding: 63 → 68 (+5)

7% more capital invested

Capital invested by funds: $276M → $295M (+$18.9M)

0.98% less ownership

Funds ownership: 68.96% → 67.98% (-0.98%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
34
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$25.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11M
3
LPL Financial
LPL Financial
California
+$6.14M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.89M
5
Wells Fargo
Wells Fargo
California
+$3.06M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$17M
2
CCP
Cardan Capital Partners
Colorado
-$6M
3
Morgan Stanley
Morgan Stanley
New York
-$5.73M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.08M
5
HI
Harbour Investments
Wisconsin
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$1.19M +$1.14M +26,323 +1,546%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.18M -$1.16M -26,750 -49%
HFS
28
Howard Financial Services
Texas
$1.18M +$571K +13,217 +91%
AWA
29
Arkadios Wealth Advisors
Georgia
$1.11M -$197K -4,549 -15%
CCM
30
Carlson Capital Management
Minnesota
$1.09M +$1.11M +25,741 New
CF
31
Centaurus Financial
California
$1.08M +$34.8K +804 +3%
Pacer Advisors
32
Pacer Advisors
Pennsylvania
$989K +$1.01M +23,322 New
SWP
33
Stratos Wealth Partners
Ohio
$910K -$876K -20,254 -49%
CA
34
Cetera Advisors
Colorado
$895K +$628K +14,534 +221%
PAG
35
Private Advisor Group
New Jersey
$827K +$194K +4,485 +30%
IFG
36
Independent Financial Group
California
$786K +$343K +7,931 +75%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$778K +$386K +8,935 +95%
SSWM
38
Sheets Smith Wealth Management
North Carolina
$684K +$697K +16,121 New
EH
39
Equitable Holdings
New York
$631K +$120K +2,780 +23%
BRWA
40
B. Riley Wealth Advisors
Florida
$584K +$72.7K +1,682 +14%
MML Investors Services
41
MML Investors Services
Massachusetts
$576K +$338K +7,825 +136%
MIAN
42
Mariner Independent Advisor Network
Kansas
$573K – – –
FEM
43
Fulcrum Equity Management
Texas
$561K +$571K +13,214 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$500K +$509K +11,776 New
VWA
45
V Wealth Advisors
Kansas
$472K -$9.29K -215 -2%
KAS
46
Kestra Advisory Services
Texas
$467K +$247K +5,705 +107%
WS
47
Wedbush Securities
California
$429K +$438K +10,122 New
APA
48
American Portfolios Advisors
New York
$356K +$115K +2,650 +46%
LFF
49
Level Four Financial
Texas
$350K +$44.6K +1,032 +14%
DAS
50
Dynamic Advisor Solutions
Arizona
$342K +$349K +8,064 New
1
2
3 4

CALF Hedge Fund Activity: Q3 2021 in Review

68 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pacer US Small Cap Cash Cows 100 ETF (CALF) for Q3 2021, worth a combined $295M — up 6.9% from $276M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CALF positions and 9 closed out — a net gain of 5 holders — while 34 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $25.9M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $17M sold.

  • 68 institutional investors held Pacer US Small Cap Cash Cows 100 ETF (CALF) as of Q3 2021, up from 63 in Q2 2021.
  • Funds reported $295M of Pacer US Small Cap Cash Cows 100 ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 14 funds opened new Pacer US Small Cap Cash Cows 100 ETF positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest Pacer US Small Cap Cash Cows 100 ETF buyer in Q3 2021 was Bank of America, an estimated $25.9M added.
  • The largest Pacer US Small Cap Cash Cows 100 ETF seller in Q3 2021 was Mainstay Capital Management, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2021.