PCR US SM CP CSH CWS ETF-UsdCALFETF
13F holders, Q4 2024 (December 31)541holders +38
47new positions
50sold out
3famous investors
$44.14avg. 13F price*
At the end of Q4 2024, 541 institutions reported holding PCR US SM CP CSH CWS ETF-Usd (CALF) in their 13F filings, up 38 from Q3 2024. 47 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($479.0M) and Wells Fargo & Company ($347.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- PCR US SM CP CSH CWS ETF-Usd
- Filed as
- PACER FDS TR (Q4 2024)
- CUSIP
- 69374H857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $32.1M |
| Exits | 50 | $91.8M |
All 13F filers, Q3 2024 → Q4 2024: 3,896,272 shares bought and 15,339,586 shares sold, net −11,443,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| Bank of America Corp. | 0.12% | Reduce -10.8% | 30,137,710 | $1.3B |
| Morgan Stanley | 0.03% | Reduce -9.0% | 10,884,239 | $479.0M |
| Wells Fargo & Company | 0.08% | Reduce -0.2% | 7,883,933 | $347.0M |
| LPL Financial LLC | 0.11% | Reduce -7.4% | 6,403,570 | $281.8M |
| Raymond James Financial Inc. | 0.10% | — | 5,848,174 | $257.4M |
| UBS Group AG | 0.04% | Reduce -5.5% | 4,316,072 | $190.0M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Reduce -12.2% | 4,073,651 | $179.3M |
| Royal Bank of Canada | 0.02% | Reduce -12.9% | 2,507,972 | $110.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.4% | 2,380,007 | $106.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.3% | 2,203,159 | $97.0M |
| Harbour Investments, Inc. | 2.65% | Add +0.9% | 2,093,739 | $92.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -9.1% | 1,903,442 | $83.8M |
| Osaic Holdings, Inc. | 0.19% | Reduce -20.4% | 1,885,588 | $83.0M |
| Cetera Investment Advisers | 0.16% | Reduce -15.3% | 1,736,554 | $76.4M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -11.4% | 1,663,748 | $73.2M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +34.3% | 1,202,741 | $52.9M |
| Rockefeller Capital Management L.P. | 0.11% | Add +26.3% | 1,008,433 | $44.4M |
| MML Investors Services, LLC | 0.15% | Reduce -2.1% | 998,626 | $44.0M |
| Stifel Financial Corp. | 0.05% | Reduce -8.0% | 993,595 | $43.7M |
| Avantax Advisory Services, Inc. | 0.26% | Reduce -1.0% | 932,123 | $41.0M |
| Kestra Advisory Services, LLC | 0.22% | Add +2.5% | 925,859 | $40.7M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -9.2% | 841,672 | $37.0M |
| NewEdge Advisors, LLC | 0.21% | Reduce -10.2% | 784,363 | $34.5M |
| Baird Financial Group, Inc. | 0.06% | Add +14.4% | 747,042 | $32.9M |
| Jones Financial Companies LLLP | 0.03% | Add +44.2% | 676,023 | $29.8M |
| HHM Wealth Advisors, LLC | 3.84% | Add +3.3% | 642,059 | $28.3M |
| Thrivent Financial for Lutherans | 0.05% | Add +14.1% | 577,122 | $25.4M |
| Teamwork Financial Advisors, LLC | 2.80% | Add +8.6% | 489,009 | $21.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -41.0% | 447,393 | $19.7M |
| Howard Financial Services, LTD. | 2.66% | Add +6.8% | 444,301 | $19.6M |
| Procyon Advisors, LLC | 1.23% | Reduce -4.4% | 436,233 | $19.2M |
| Private Advisor Group, LLC | 0.11% | Add +13.0% | 435,387 | $19.2M |
| Tradition Wealth Management, LLC | 1.65% | Reduce -6.5% | 425,098 | $18.7M |
| Independent Financial Group, LLC | 0.62% | Add +3.4% | 423,155 | $18.6M |
| BW Gestao de Investimentos Ltda. | 0.85% | Reduce -39.2% | 414,266 | $18.2M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -2.5% | 404,708 | $17.9M |
| Pacer Advisors, Inc. | 0.04% | Add +0.4% | 405,623 | $17.9M |
| Modern Wealth Management, LLC | 0.64% | Add +6.8% | 391,815 | $17.2M |
| BlueStem Wealth Partners, LLC | 2.26% | — | 391,487 | $17.2M |
| Conservest Capital Advisors, Inc. | 1.71% | Add +14.3% | 375,901 | $16.5M |
| Compass Advisory Group LLC | 5.74% | Add +1114.5% | 363,085 | $16.0M |
| Buffington Mohr McNeal | 2.64% | Reduce -6.1% | 361,817 | $15.9M |
| Susquehanna International Group, LLP | 0.02% | Add +42.9% | 355,595 | $15.6M |
| D.A. Davidson & Co. | 0.13% | Add +8.2% | 354,740 | $15.6M |
| Equitable Holdings, Inc. | 0.15% | Reduce -3.9% | 352,852 | $15.5M |
| Mariner, LLC | 0.03% | Reduce -29.3% | 348,325 | $15.3M |
| Cornerstone Wealth Management, LLC | 1.03% | Add +1.3% | 345,517 | $15.2M |
| Wealth Group Ltd | 4.16% | Add +7.6% | 327,165 | $14.4M |
| Grant Street Asset Management, Inc. | 3.67% | Reduce -0.7% | 319,118 | $14.0M |
| Edge Capital Group, LLC | 0.60% | Reduce -100.0% | 8 | $13.4M |
| Syntegra Private Wealth Group, LLC | 1.52% | Reduce -4.8% | 304,900 | $13.4M |
| Family Manage LLC | 2.10% | Reduce -0.6% | 294,100 | $12.9M |
| Stratos Wealth Partners, LTD. | 0.18% | Reduce -8.3% | 293,066 | $12.9M |
| Madrona Financial Services, LLC | 3.17% | Reduce -1.1% | 264,782 | $11.7M |
| Avondale Wealth Management | 7.15% | Add +7.2% | 253,469 | $11.2M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -29.8% | 247,376 | $11.1M |
| Fearless Solutions, LLC dba Best Invest | 8.49% | — | 252,632 | $11.1M |
| Financial Management Network Inc. | 2.10% | Reduce -21.3% | 228,545 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +197.5% | 223,405 | $9.8M |
| PFG Advisors | 0.58% | Add +1.5% | 215,982 | $9.5M |
| Seneca House Advisors | 3.76% | Add +4.3% | 214,704 | $9.4M |
| KPP Advisory Services LLC | 2.22% | Reduce -7.2% | 214,098 | $9.4M |
| Citadel Advisors | 0.01% | Add +83.2% | 206,638 | $9.1M |
| &partners | 0.11% | Add +34.8% | 204,783 | $9.1M |
| Focus Financial Network, Inc. | 0.33% | Reduce -7.8% | 190,654 | $8.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 182,707 | $8.0M |
| PSI Advisors, LLC | 2.34% | Add +6.2% | 179,357 | $7.9M |
| Certified Advisory Corp | 0.85% | Reduce -1.9% | 178,362 | $7.8M |
| Holland Advisory Services, Inc. | 9.38% | Add +2.9% | 163,238 | $7.2M |
| Code Waechter LLC | 6.24% | Add +1.9% | 162,590 | $7.2M |
| Wedbush Securities Inc. | 0.25% | Reduce -1.3% | 162,040 | $7.1M |
| Atria Investments, Inc | 0.08% | Reduce -17.7% | 149,747 | $6.6M |
| Oarsman Capital, Inc. | 1.14% | Add +13.9% | 148,847 | $6.6M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +19.5% | 148,225 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -4.0% | 146,312 | $6.4M |
| IHT Wealth Management, LLC | 0.21% | Add +43.3% | 145,106 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +7.8% | 142,783 | $6.3M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -28.2% | 142,233 | $6.3M |
| 626 Financial, LLC | 3.26% | Add +102.3% | 137,523 | $6.1M |
| Provident Wealth Management, LLC | 1.99% | Add +11.1% | 135,328 | $6.0M |
| Benjamin Edwards Inc. | 0.08% | Add +1.3% | 134,991 | $5.9M |
| Commonwealth Financial Services, LLC | 1.15% | Add +7.9% | 133,406 | $5.9M |
| Sanchez Wealth Management Group | 1.55% | Add +9.4% | 129,064 | $5.7M |
| Moneco Advisors, LLC | 0.59% | Reduce -28.6% | 127,924 | $5.6M |
| West Bancorporation Inc. | 3.70% | Reduce -6.5% | 127,886 | $5.6M |
| Nations Financial Group Inc, /Ia/ | 0.41% | Reduce -10.8% | 126,992 | $5.6M |
| Prospera Financial Services Inc | 0.13% | Reduce -2.0% | 123,943 | $5.5M |
| Keeler Thomas Management LLC | 1.94% | Add +50.7% | 123,410 | $5.4M |
| Long Island Wealth Management, Inc. | 3.35% | Add +675.4% | 121,503 | $5.3M |
| Clark Capital Management Group, Inc. | 0.04% | Add +0.2% | 118,567 | $5.2M |
| Aspen Wealth Strategies, LLC | 3.32% | Add +6.1% | 117,958 | $5.2M |
| MBA Advisors LLC | 2.56% | Add +5.0% | 114,515 | $5.0M |
| Inlight Wealth Management, LLC | 2.91% | — | 114,290 | $5.0M |
| Moneywise, Inc. | 2.52% | Reduce -32.0% | 114,127 | $5.0M |
| Kellett Wealth Advisors, LLC | 3.28% | Add +4.9% | 108,465 | $4.8M |
| Foundations Investment Advisors, LLC | 0.09% | Add +7.9% | 108,143 | $4.8M |
| Trustmark Bank Trust Department | 0.35% | Reduce -0.3% | 107,928 | $4.7M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +1.4% | 104,916 | $4.6M |
| Attessa Capital LLC | 3.12% | — | 104,132 | $4.6M |
| 1 North Wealth Services LLC | 1.94% | — | 103,962 | $4.6M |
"% of holder's portfolio" is CALF's weight in each manager's 13F, not the share of PCR US SM CP CSH CWS ETF-Usd the manager owns.