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Pacer Data & Infrastructure Real Estate ETF
SRVR

101 hedge funds and large institutions have $280M invested in Pacer Data & Infrastructure Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 63.59% → 64.79% (+1.2%)

6% less funds holding

Funds holding: 107 → 101 (-6)

6% less capital invested

Capital invested by funds: $299M → $280M (-$18.6M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

40% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 40

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.91M
2
LJAC
L.J. Altfest & Co
New York
+$1.83M
3
Jane Street
Jane Street
New York
+$1.06M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$919K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$712K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.28M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$3.71M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
26
DHK Financial Advisors
New Hampshire
$1.2M – – –
SC
27
Scotia Capital
Ontario, Canada
$1.14M +$15.6K +573 +1%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.1M +$67.6K +2,482 +7%
Jane Street
29
Jane Street
New York
$1.07M +$1.06M +38,980 New
HHRDM
30
H&H Retirement Design & Management
Nevada
$968K +$26.7K +979 +3%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$827K -$77.3K -2,838 -9%
PPWP
32
Proquility Private Wealth Partners
Nevada
$783K +$12.4K +454 +2%
NFG
33
Nations Financial Group
Iowa
$707K -$77.5K -2,846 -10%
FIM
34
Freedom Investment Management
Connecticut
$661K +$44.8K +1,644 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$627K +$6.45K +237 +1%
KAS
36
Kestra Advisory Services
Texas
$614K +$9.69K +356 +2%
GI
37
GLOBALT Investments
Georgia
$579K -$61.2K -2,248 -10%
BWM
38
BKM Wealth Management
Wisconsin
$577K +$28K +1,030 +5%
AAS
39
Avantax Advisory Services
Texas
$507K -$84.7K -3,110 -14%
HI
40
Hudock Inc
Pennsylvania
$502K +$500K +18,346 New
IFPG
41
Intrepid Financial Planning Group
Indiana
$320K – – –
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$320K -$29.7K -1,091 -9%
IWC
43
Integrated Wealth Concepts
Massachusetts
$302K -$59.5K -2,184 -17%
AWS
44
Atria Wealth Solutions
New York
$296K – – –
Citadel Advisors
45
Citadel Advisors
Florida
$261K +$260K +9,534 New
PP
46
Patron Partners
Texas
$258K +$16.4K +602 +7%
SWP
47
Stratos Wealth Partners
Ohio
$251K -$26.2K -962 -9%
JCFM
48
JBR Co Financial Management
Oklahoma
$213K -$18K -661 -8%
CVA
49
Central Valley Advisors
California
$203K +$844 +31 New
EWM
50
Endowment Wealth Management
Wisconsin
$202K -$16.4K -603 -8%
1
2
3 4 5

SRVR Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q2 2024, worth a combined $280M — down 6.2% from $299M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SRVR and 11 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 24 added.

The largest buyer was UBS Group, adding an estimated $6.91M. The largest seller was Bank of America, cutting an estimated $4.28M.

  • 101 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q2 2024, down from 107 in Q1 2024.
  • Funds reported $280M of Pacer Data & Infrastructure Real Estate ETF stock for Q2 2024, down 6.2% quarter-over-quarter.
  • 11 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q2 2024 and 15 closed out, a net change of -4 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q2 2024 was UBS Group, an estimated $6.91M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q2 2024 was Bank of America, an estimated $4.28M sold.

Based on aggregated 13F filings for Q2 2024.