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Pacer Industrial Real Estate ETF

82 hedge funds and large institutions have $128M invested in Pacer Industrial Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

17% more capital invested

Capital invested by funds: $110M → $128M (+$18.2M)

4.2% more ownership

Funds ownership: 54.84%59.04% (+4.2%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1% less funds holding

Funds holding: 8382 (-1)

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
27
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
1
Alaska Permanent Capital Management
Alaska
$14.3M +$14.6M +364,854 New
Bank of America
2
Bank of America
North Carolina
$11.2M -$312K -7,832 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.58M +$1.14M +28,473 +13%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.01M -$958K -24,020 -9%
LPL Financial
5
LPL Financial
California
$7.3M +$251K +6,300 +3%
MML Investors Services
6
MML Investors Services
Massachusetts
$6.96M +$6.62M +165,894 +1,389%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.87M +$6.1M +152,807 +672%
Morgan Stanley
8
Morgan Stanley
New York
$6.68M +$542K +13,580 +9%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$6.11M +$1.34M +33,478 +27%
AWA
10
Alaska Wealth Advisors
Alaska
$5.72M +$5.83M +146,197 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.1M -$8.71M -218,436 -68%
CAN
12
Cetera Advisor Networks
California
$3.38M +$2.62M +65,762 +321%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.24M -$56.9K -1,427 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.85M -$127K -3,188 -4%
AC
15
Avestar Capital
New York
$2.45M +$2.5M +62,644 New
PAG
16
Private Advisor Group
New Jersey
$2.39M +$170K +4,252 +8%
CWM
17
Castle Wealth Management
Florida
$2.26M +$71.4K +1,789 +3%
ACM
18
Anfield Capital Management
California
$1.81M -$124K -3,101 -6%
CBFP
19
Cedar Brook Financial Partners
Ohio
$1.78M -$7.54K -189 -0.4%
HHRDM
20
H&H Retirement Design & Management
Nevada
$1.41M -$30.3K -759 -2%
SC
21
Scotia Capital
Ontario, Canada
$1.35M +$559 +14 +0%
SWA
22
Stratos Wealth Advisors
Ohio
$1.07M -$1.26M -31,663 -54%
PCIG
23
Partners Capital Investment Group
Massachusetts
$1.05M +$538K +13,489 +101%
Truist Financial
24
Truist Financial
North Carolina
$1.02M -$808K -20,245 -44%
UBS Group
25
UBS Group
Switzerland
$983K -$46.8K -1,173 -4%

INDS Hedge Fund Activity: Q2 2023 in Review

82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pacer Industrial Real Estate ETF (INDS) for Q2 2023, worth a combined $128M — up 17% from $110M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of INDS and 14 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 27 added.

The largest buyer was Alaska Permanent Capital Management, opening a new position worth an estimated $14.6M. The largest seller was Jane Street, exiting entirely with an estimated $13.2M sold.

  • 82 institutional investors held Pacer Industrial Real Estate ETF (INDS) as of Q2 2023, down from 83 in Q1 2023.
  • Funds reported $128M of Pacer Industrial Real Estate ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 14 funds opened new Pacer Industrial Real Estate ETF positions in Q2 2023 and 15 closed out, a net change of -1 holder.
  • The largest Pacer Industrial Real Estate ETF buyer in Q2 2023 was Alaska Permanent Capital Management, an estimated $14.6M added.
  • The largest Pacer Industrial Real Estate ETF seller in Q2 2023 was Jane Street, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2023.