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Pacer Data & Infrastructure Real Estate ETF

58 hedge funds and large institutions have $218M invested in Pacer Data & Infrastructure Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

131% more capital invested

Capital invested by funds: $94.2M → $218M (+$124M)

32% more funds holding

Funds holding: 4458 (+14)

3.9% more ownership

Funds ownership: 47.82%51.71% (+3.9%)

Holders
58
Holders Change
+14
Holders Change %
+31.82%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
24
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$565K -$36.3K -1,105 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$554K -$334K -10,160 -36%
IAP
28
Indie Asset Partners
Indiana
$516K +$554K +16,849 New
DADC
29
D.A. Davidson & Co
Montana
$514K +$551K +16,771 New
AFAS
30
Acorn Financial Advisory Services
Virginia
$472K +$114K +3,471 +29%
CAN
31
Cetera Advisor Networks
California
$444K +$476K +14,486 New
GWM
32
Geneos Wealth Management
Colorado
$367K +$81.3K +2,473 +25%
MC
33
Moors & Cabot
Massachusetts
$354K +$375K +11,402 New
EH
34
Equitable Holdings
New York
$337K +$48.8K +1,485 +16%
IAIM
35
International Assets Investment Management
Florida
$336K +$379K +11,531 New
GTAM
36
Global Trust Asset Management
Florida
$316K +$334K +10,155 New
SWP
37
Stratos Wealth Partners
Ohio
$312K -$147K -4,471 -31%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$276K +$296K +9,014 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$244K +$47K +1,431 +22%
CA
40
Cetera Advisors
Colorado
$230K +$247K +7,506 New
RIA
41
Realta Investment Advisors
Delaware
$214K -$71K -2,160 -24%
SFPG
42
Stonebridge Financial Planning Group
Florida
$147K
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$146K +$157K +4,776 New
APA
44
American Portfolios Advisors
New York
$133K +$32.7K +994 +30%
NFG
45
Next Financial Group
Texas
$106K +$26.8K +816 +31%
EP
46
Eudaimonia Partners
Tennessee
$100K +$42.7K +1,298 +66%
OIA
47
Optimum Investment Advisors
Illinois
$97K +$104K +3,156 New
CFGS
48
Concourse Financial Group Securities
Alabama
$52K +$52.5K +1,598 +1,598%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$51K +$57.5K +1,750 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$42K

SRVR Hedge Fund Activity: Q1 2020 in Review

58 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q1 2020, worth a combined $218M — up 131% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SRVR positions and 6 closed out — a net gain of 16 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.5M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $2.11M sold.

  • 58 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q1 2020, up from 44 in Q4 2019.
  • Funds reported $218M of Pacer Data & Infrastructure Real Estate ETF stock for Q1 2020, up 131% quarter-over-quarter.
  • 22 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q1 2020 and 6 closed out, a net change of +16 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q1 2020 was Morgan Stanley, an estimated $24.5M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q1 2020 was Niemann Capital Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2020.