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Pacer Data & Infrastructure Real Estate ETF

122 hedge funds and large institutions have $380M invested in Pacer Data & Infrastructure Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $346M → $380M (+$33.9M)

8% more funds holding

Funds holding: 113122 (+9)

3.68% more ownership

Funds ownership: 68.53%72.22% (+3.7%)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
28
Reduced
45
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
26
Partners Capital Investment Group
Massachusetts
$1.35M
DFA
27
DHK Financial Advisors
New Hampshire
$1.3M
AFAS
28
Acorn Financial Advisory Services
Virginia
$1.2M +$364K +13,395 +50%
SC
29
Scotia Capital
Ontario, Canada
$1.13M -$73.1K -2,687 -7%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.12M -$946K -34,806 -48%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.1M +$94.8K +3,487 +10%
HHRDM
32
H&H Retirement Design & Management
Nevada
$1.01M +$966K +35,541 New
SWA
33
Stratos Wealth Advisors
Ohio
$1,000K -$111K -4,082 -11%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$985K -$1.55M -56,875 -63%
NFG
35
Nations Financial Group
Iowa
$874K -$46.7K -1,718 -6%
KAS
36
Kestra Advisory Services
Texas
$827K -$324K -11,903 -30%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$764K -$164K -6,042 -19%
CAN
38
Cetera Advisor Networks
California
$757K -$8.24K -303 -1%
HighTower Advisors
39
HighTower Advisors
Illinois
$744K +$14.2K +523 +2%
GI
40
GLOBALT Investments
Georgia
$736K +$671K +24,673 New
LSAG
41
Lake Street Advisors Group
New Hampshire
$677K
AAS
42
Avantax Advisory Services
Texas
$666K -$103K -3,803 -15%
BWM
43
BKM Wealth Management
Wisconsin
$644K +$587K +21,592 New
JP Morgan Chase
44
JP Morgan Chase
New York
$617K +$562K +20,659 +49,188%
HI
45
Hudock Inc
Pennsylvania
$558K +$268K +9,861 +111%
FIM
46
Freedom Investment Management
Connecticut
$557K -$139K -5,130 -22%
SWP
47
Stratos Wealth Partners
Ohio
$432K -$110K -4,044 -22%
NL
48
NWAM LLC
Washington
$414K -$128K -4,715 -25%
PPWP
49
Proquility Private Wealth Partners
Nevada
$372K -$676K -24,873 -67%
LNC
50
Lincoln National Corp
Pennsylvania
$372K +$103K +3,778 +43%

SRVR Hedge Fund Activity: Q4 2023 in Review

122 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2023, worth a combined $380M — up 9.8% from $346M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SRVR positions and 18 closed out — a net gain of 10 holders — while 28 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.3M. The largest seller was Bank of America, cutting an estimated $43M.

  • 122 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2023, up from 113 in Q3 2023.
  • Funds reported $380M of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2023, up 9.8% quarter-over-quarter.
  • 28 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2023 and 18 closed out, a net change of +10 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.3M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2023 was Bank of America, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2023.