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Pacer Data & Infrastructure Real Estate ETF

123 hedge funds and large institutions have $526M invested in Pacer Data & Infrastructure Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.31% less ownership

Funds ownership: 75.78%71.46% (-4.3%)

10% less funds holding

Funds holding: 136123 (-13)

20% less capital invested

Capital invested by funds: $655M → $526M (-$130M)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

48% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 58

Holders
123
Holders Change
-13
Holders Change %
-9.56%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
51
Intrepid Financial Planning Group
Indiana
$390K -$13.4K -443 -3%
Renaissance Technologies
52
Renaissance Technologies
New York
$377K +$384K +12,700 New
PWM
53
Prosperity Wealth Management
California
$362K +$74.9K +2,477 +25%
GWM
54
Geneos Wealth Management
Colorado
$359K -$47.7K -1,577 -12%
NA
55
Nottingham Advisors
New York
$351K -$4.01M -132,498 -92%
OMC
56
Old Mission Capital
Illinois
$346K -$2.07M -68,444 -85%
SFS
57
Sowell Financial Services
Arkansas
$341K -$649K -21,464 -65%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$334K +$95.8K +3,169 +39%
Cerity Partners
59
Cerity Partners
New York
$330K +$11.8K +389 New
AT
60
American Trust
Kentucky
$311K -$1.87K -62 -0.7%
EH
61
Equitable Holdings
New York
$309K -$81.1K -2,682 -20%
SWM
62
Silverlake Wealth Management
Vermont
$289K -$8.59K -284 -3%
PCIG
63
Partners Capital Investment Group
Massachusetts
$278K +$1.72K +57 +0.6%
LJAC
64
L.J. Altfest & Co
New York
$278K -$40.1K -1,325 -12%
DADC
65
D.A. Davidson & Co
Montana
$278K -$40K -1,323 -12%
TIA
66
Traphagen Investment Advisors
New Jersey
$273K -$265K -8,771 -49%
MGIA
67
Moneta Group Investment Advisors
Missouri
$249K -$228K -7,536 -47%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$248K -$399K -13,195 -61%
SI
69
Stephens Inc
Arkansas
$236K -$7.59K -251 -3%
WIP
70
WealthCare Investment Partners
Rhode Island
$232K +$9.01K +298 +4%
CNWM
71
Clay Northam Wealth Management
California
$206K -$17.4K -575 -8%
IFG
72
Independent Financial Group
California
$204K -$94K -3,111 -31%
SWM
73
Spire Wealth Management
Virginia
$105K +$8.74K +289 +9%
NA
74
NewEdge Advisors
Louisiana
$77.5K -$310K -10,261 -80%
HI
75
Harbour Investments
Wisconsin
$69.8K -$55K -1,821 -44%

SRVR Hedge Fund Activity: Q1 2023 in Review

123 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q1 2023, worth a combined $526M — down 20% from $655M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SRVR and 10 opened new positions — a net loss of 9 holders — while 58 trimmed existing stakes and 30 added.

The largest buyer was Gradient Investments, adding an estimated $3.92M. The largest seller was Bank of America, cutting an estimated $83.1M.

  • 123 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q1 2023, down from 136 in Q4 2022.
  • Funds reported $526M of Pacer Data & Infrastructure Real Estate ETF stock for Q1 2023, down 20% quarter-over-quarter.
  • 10 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q1 2023 and 19 closed out, a net change of -9 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q1 2023 was Gradient Investments, an estimated $3.92M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q1 2023 was Bank of America, an estimated $83.1M sold.

Based on aggregated 13F filings for Q1 2023.