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Pacer Data & Infrastructure Real Estate ETF
SRVR

113 hedge funds and large institutions have $346M invested in Pacer Data & Infrastructure Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 115 → 113 (-2)

2.64% less ownership

Funds ownership: 71.18% → 68.53% (-2.6%)

20% less capital invested

Capital invested by funds: $433M → $346M (-$87.3M)

46% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 48

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
26
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$1.85M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$757K
3
LSAG
Lake Street Advisors Group
New Hampshire
+$649K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$458K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$368K

Top Sellers

1
Jane Street
Jane Street
New York
-$9.8M
2
Bank of America
Bank of America
North Carolina
-$7.66M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.02M
4
Franklin Resources
Franklin Resources
California
-$4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
51
Intrepid Financial Planning Group
Indiana
$322K -$3.46K -121 -1%
Citadel Advisors
52
Citadel Advisors
Florida
$296K +$78.8K +2,758 +32%
KFGK
53
Keystone Financial Group (Kentucky)
Kentucky
$281K +$600 +21 +0.2%
SWM
54
Silverlake Wealth Management
Vermont
$248K -$5.54K -194 -2%
HI
55
Hudock Inc
Pennsylvania
$229K +$253K +8,858 New
LNC
56
Lincoln National Corp
Pennsylvania
$225K +$248K +8,691 New
DADC
57
D.A. Davidson & Co
Montana
$201K -$13.6K -476 -6%
GWM
58
Geneos Wealth Management
Colorado
$160K -$139K -4,870 -44%
SSWM
59
Sheets Smith Wealth Management
North Carolina
$118K +$130K +4,550 New
SWM
60
Spire Wealth Management
Virginia
$95.1K +$2.34K +82 +2%
NA
61
NewEdge Advisors
Louisiana
$91K +$25.8K +902 +34%
SPIA
62
Steward Partners Investment Advisory
New York
$58K -$1.59M -55,517 -96%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$48K +$10.8K +378 +25%
PA
64
PSI Advisors
Florida
$46.9K +$1.03K +36 +2%
GI
65
Gradient Investments
Minnesota
$32.6K -$168K -5,898 -82%
BWL
66
Bogart Wealth LLC
Virginia
$32.4K – – –
ACA
67
Aptus Capital Advisors
Alabama
$22.4K -$1K -35 -4%
GRP
68
Global Retirement Partners
California
$22K -$7.14K -250 -22%
HI
69
Harbour Investments
Wisconsin
$20.6K +$857 +30 +4%
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K – – –
US Bancorp
71
US Bancorp
Minnesota
$19.1K +$21K +736 New
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$18.2K +$20.1K +702 New
OIA
73
Optimum Investment Advisors
Illinois
$18.1K – – –
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.2K -$1K -35 -5%
WB
75
Webster Bank
Connecticut
$16.7K – – –
1 2
3
4 5

SRVR Hedge Fund Activity: Q3 2023 in Review

113 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q3 2023, worth a combined $346M — down 20% from $433M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SRVR and 19 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 26 added.

The largest buyer was Private Advisor Group, adding an estimated $1.85M. The largest seller was Jane Street, cutting an estimated $9.8M.

  • 113 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q3 2023, down from 115 in Q2 2023.
  • Funds reported $346M of Pacer Data & Infrastructure Real Estate ETF stock for Q3 2023, down 20% quarter-over-quarter.
  • 19 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q3 2023 and 20 closed out, a net change of -1 holder.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q3 2023 was Private Advisor Group, an estimated $1.85M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q3 2023 was Jane Street, an estimated $9.8M sold.

Based on aggregated 13F filings for Q3 2023.