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Pacer Industrial Real Estate ETF

83 hedge funds and large institutions have $110M invested in Pacer Industrial Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $450K | Put options by funds: $215K

2.75% less ownership

Funds ownership: 57.6%54.84% (-2.8%)

8% less capital invested

Capital invested by funds: $120M → $110M (-$9.76M)

11% less funds holding

Funds holding: 9383 (-10)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
83
Holders Change
-10
Holders Change %
-10.75%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
32
Closed
19
Calls
$450K
Puts
$215K
Net Calls
+$235K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$13.2M -$8.42M -211,292 -39%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$13.1M +$1.23M +30,823 +11%
Bank of America
3
Bank of America
North Carolina
$11.9M -$953K -23,922 -8%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.3M -$87.4K -2,194 -0.9%
LPL Financial
5
LPL Financial
California
$7.3M -$2.04M -51,309 -22%
Morgan Stanley
6
Morgan Stanley
New York
$6.37M -$1.45M -36,301 -19%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$4.97M +$2.26M +56,774 +86%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.41M +$717 +18 +0%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.07M -$231K -5,808 -7%
SWA
10
Stratos Wealth Advisors
Ohio
$2.38M -$11.1K -278 -0.5%
PAG
11
Private Advisor Group
New Jersey
$2.3M -$237K -5,938 -9%
CWM
12
Castle Wealth Management
Florida
$2.26M +$193K +4,854 +10%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$2.18M +$2.03M +51,030 +1,847%
Citadel Advisors
14
Citadel Advisors
Florida
$2.12M +$2.09M +52,386 New
ACM
15
Anfield Capital Management
California
$2M +$104K +2,608 +6%
Truist Financial
16
Truist Financial
North Carolina
$1.87M +$722K +18,115 +64%
CBFP
17
Cedar Brook Financial Partners
Ohio
$1.85M +$50.1K +1,256 +3%
HHRDM
18
H&H Retirement Design & Management
Nevada
$1.4M +$1.4M +35,177 New
SC
19
Scotia Capital
Ontario, Canada
$1.39M -$34.4K -862 -2%
UBS Group
20
UBS Group
Switzerland
$1.06M -$166K -4,167 -14%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$921K +$121K +3,040 +15%
WDL
22
Well Done LLC
Michigan
$891K +$877K +22,000 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$842K +$106K +2,664 +15%
CAN
24
Cetera Advisor Networks
California
$831K -$40.3K -1,012 -5%
CM
25
Cornerstone Management
Georgia
$792K -$279 -7 -0%

INDS Hedge Fund Activity: Q1 2023 in Review

83 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Industrial Real Estate ETF (INDS) for Q1 2023, worth a combined $110M — down 8.1% from $120M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of INDS and 10 opened new positions — a net loss of 9 holders — while 32 trimmed existing stakes and 21 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.26M. The largest seller was Jane Street, cutting an estimated $8.42M.

  • 83 institutional investors held Pacer Industrial Real Estate ETF (INDS) as of Q1 2023, down from 93 in Q4 2022.
  • Funds reported $110M of Pacer Industrial Real Estate ETF stock for Q1 2023, down 8.1% quarter-over-quarter.
  • 10 funds opened new Pacer Industrial Real Estate ETF positions in Q1 2023 and 19 closed out, a net change of -9 holders.
  • The largest Pacer Industrial Real Estate ETF buyer in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $2.26M added.
  • The largest Pacer Industrial Real Estate ETF seller in Q1 2023 was Jane Street, an estimated $8.42M sold.

Based on aggregated 13F filings for Q1 2023.