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Pacer Industrial Real Estate ETF

72 hedge funds and large institutions have $134M invested in Pacer Industrial Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $107M → $134M (+$27.3M)

3.04% more ownership

Funds ownership: 56.89%59.94% (+3%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

6% less funds holding

Funds holding: 7772 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
22
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
1
Alaska Permanent Capital Management
Alaska
$14.1M -$58.1K -1,610 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$12.9M +$5.48M +152,035 +97%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.9M +$887K +24,590 +9%
Bank of America
4
Bank of America
North Carolina
$11.1M -$618K -17,126 -6%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$9.55M +$1.31M +36,354 +19%
AWA
6
Alaska Wealth Advisors
Alaska
$6.89M +$268K +7,439 +5%
LPL Financial
7
LPL Financial
California
$6.71M -$624K -17,297 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.08M -$2.23M -61,898 -30%
UBS Group
9
UBS Group
Switzerland
$6.01M +$3.77M +104,593 +267%
ARG
10
Advisory Resource Group
Oklahoma
$5.75M +$4.95M +137,325 New
CAN
11
Cetera Advisor Networks
California
$3.95M +$840K +23,299 +33%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.48M +$176K +4,880 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.4M -$34.1K -944 -1%
AAS
14
Avantax Advisory Services
Texas
$2.69M +$1.93M +53,404 +490%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.46M -$458K -12,703 -18%
PAG
16
Private Advisor Group
New Jersey
$2.27M -$214K -5,929 -10%
CWM
17
Castle Wealth Management
Florida
$1.83M -$551K -15,265 -26%
CBFP
18
Cedar Brook Financial Partners
Ohio
$1.54M -$246K -6,813 -15%
PCIG
19
Partners Capital Investment Group
Massachusetts
$1.43M
HAS
20
HBW Advisory Services
California
$1.29M +$142K +3,944 +15%
SC
21
Scotia Capital
Ontario, Canada
$1.18M +$13.4K +372 +1%
ACM
22
Anfield Capital Management
California
$1.08M -$724K -20,066 -44%
KAS
23
Kestra Advisory Services
Texas
$1.05M +$5.09K +141 +0.6%
SWA
24
Stratos Wealth Advisors
Ohio
$968K -$71.9K -1,992 -8%
CM
25
Cornerstone Management
Georgia
$949K

INDS Hedge Fund Activity: Q4 2023 in Review

72 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Industrial Real Estate ETF (INDS) for Q4 2023, worth a combined $134M — up 26% from $107M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of INDS and 13 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $5.48M. The largest seller was Jane Street, cutting an estimated $3.28M.

  • 72 institutional investors held Pacer Industrial Real Estate ETF (INDS) as of Q4 2023, down from 77 in Q3 2023.
  • Funds reported $134M of Pacer Industrial Real Estate ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 13 funds opened new Pacer Industrial Real Estate ETF positions in Q4 2023 and 17 closed out, a net change of -4 holders.
  • The largest Pacer Industrial Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $5.48M added.
  • The largest Pacer Industrial Real Estate ETF seller in Q4 2023 was Jane Street, an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2023.