Pacer Data & Infrastructure Real Estate ETF
SRVR
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.
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: 44 → 58 (+14)
3.9% more ownership
Funds ownership: 47.82% → 51.71% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
+$13.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.7M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$2.11M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$609K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$334K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$181K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$147K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
51
Ameritas Investment Company
Lincoln,
Nebraska
| $31K | +$32.9K | +1,000 | New |
|
|
IFAM
52
Institutional & Family Asset Management
Fort Collins,
Colorado
| $21K | +$22K | +670 | New |
|
53
Citigroup
New York
| $20K | +$21.7K | +660 | New |
|
|
CFA
54
Carroll Financial Associates
Charlotte,
North Carolina
| $15K | – | – | – |
|
|
CWAF
55
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $10K | – | – | – |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| $5K | -$609K | -18,528 | -99% |
|
|
CAAS
57
Capital Asset Advisory Services
Williamston,
Michigan
| $2K | – | – | – |
|
58
Wells Fargo
San Francisco,
California
| $2K | – | – | – |
|
|
NCM
59
Niemann Capital Management
Stateline,
Nevada
| – | -$2.11M | -64,697 | Closed |
|
|
PA
60
PSI Advisors
Tampa,
Florida
| – | -$111K | -3,432 | Closed |
|
|
CIAS
61
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$16K | -500 | Closed |
|
|
ASN
62
Advisory Services Network
Atlanta,
Georgia
| – | -$14K | -441 | Closed |
|
63
Rockefeller Capital Management
New York
| – | -$1K | -35 | Closed |
|
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.