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Pacer Data & Infrastructure Real Estate ETF

136 hedge funds and large institutions have $655M invested in Pacer Data & Infrastructure Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.47% less ownership

Funds ownership: 77.25%75.78% (-1.5%)

4% less funds holding

Funds holding: 142136 (-6)

12% less capital invested

Capital invested by funds: $743M → $655M (-$87.7M)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

62% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 69

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
26
Reduced
69
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$627K -$110K -3,805 -15%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$626K -$269K -9,308 -30%
HighTower Advisors
53
HighTower Advisors
Illinois
$593K -$56.7K -1,958 -9%
SGCA
54
Steel Grove Capital Advisors
Tennessee
$555K -$3.33M -115,146 -86%
TIA
55
Traphagen Investment Advisors
New Jersey
$522K -$12.3M -424,808 -96%
MGIA
56
Moneta Group Investment Advisors
Missouri
$509K +$461K +15,940 New
PPWM
57
Paragon Private Wealth Management
Kentucky
$448K -$13.1K -452 -3%
GWM
58
Geneos Wealth Management
Colorado
$397K -$196K -6,786 -33%
IFPG
59
Intrepid Financial Planning Group
Indiana
$395K -$44.8K -1,547 -10%
PPWP
60
Proquility Private Wealth Partners
Nevada
$394K -$97.9K -3,380 -20%
EH
61
Equitable Holdings
New York
$380K -$39.1K -1,350 -9%
NL
62
NWAM LLC
Washington
$325K +$8.16K +282 +3%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$314K +$1.53K +53 +0.5%
DADC
64
D.A. Davidson & Co
Montana
$310K -$5.88K -203 -2%
LJAC
65
L.J. Altfest & Co
New York
$310K +$309K +10,688 New
TSS
66
Two Sigma Securities
New York
$300K +$299K +10,323 New
AT
67
American Trust
Kentucky
$297K -$25.7K -886 -9%
NA
68
NewEdge Advisors
Louisiana
$296K -$1.31M -45,361 -78%
SWM
69
Silverlake Wealth Management
Vermont
$292K -$80.7K -2,789 -22%
IFG
70
Independent Financial Group
California
$290K -$3.73K -129 -1%
PWM
71
Prosperity Wealth Management
California
$282K +$282K +9,733 New
CFGS
72
Concourse Financial Group Securities
Alabama
$278K -$5.76K -199 -2%
PCIG
73
Partners Capital Investment Group
Massachusetts
$271K
WANY
74
Wealthspire Advisors (New York)
New York
$244K
WCM
75
WealthBridge Capital Management
Ohio
$240K -$157K -5,420 -40%

SRVR Hedge Fund Activity: Q4 2022 in Review

136 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2022, worth a combined $655M — down 12% from $743M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SRVR and 16 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 26 added.

The largest buyer was Chevy Chase Trust, opening a new position worth an estimated $5.87M. The largest seller was Jane Street, cutting an estimated $18.8M.

  • 136 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2022, down from 142 in Q3 2022.
  • Funds reported $655M of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2022, down 12% quarter-over-quarter.
  • 16 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2022 and 20 closed out, a net change of -4 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2022 was Chevy Chase Trust, an estimated $5.87M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2022 was Jane Street, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2022.