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Pacer Data & Infrastructure Real Estate ETF

122 hedge funds and large institutions have $380M invested in Pacer Data & Infrastructure Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $346M → $380M (+$33.9M)

8% more funds holding

Funds holding: 113122 (+9)

3.68% more ownership

Funds ownership: 68.53%72.22% (+3.7%)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
28
Reduced
45
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$367K -$16K -588 -5%
IFPG
52
Intrepid Financial Planning Group
Indiana
$353K -$16.2K -595 -5%
AWS
53
Atria Wealth Solutions
New York
$346K -$65.2K -2,399 -17%
IWC
54
Integrated Wealth Concepts
Massachusetts
$331K +$302K +11,112 New
FTUS
55
Flow Traders U.S.
New York
$321K +$293K +10,772 New
KFGK
56
Keystone Financial Group (Kentucky)
Kentucky
$317K -$5.44K -200 -2%
EWM
57
Endowment Wealth Management
Wisconsin
$299K +$273K +10,039 New
GCP
58
GSA Capital Partners
United Kingdom
$292K +$266K +9,784 New
JCFM
59
JBR Co Financial Management
Oklahoma
$255K +$233K +8,561 New
HF
60
HRT Financial
New York
$254K +$232K +8,546 New
PP
61
Patron Partners
Texas
$238K +$217K +7,999 New
SWM
62
Silverlake Wealth Management
Vermont
$234K -$46.8K -1,720 -18%
Citadel Advisors
63
Citadel Advisors
Florida
$220K -$111K -4,070 -36%
SFA
64
Sequoia Financial Advisors
Ohio
$217K +$198K +7,295 New
CNWM
65
Clay Northam Wealth Management
California
$207K +$189K +6,935 New
EH
66
Equitable Holdings
New York
$201K +$183K +6,735 New
GWM
67
Geneos Wealth Management
Colorado
$193K +$7.8K +287 +5%
CAL
68
Capital Analysts LLC
Pennsylvania
$172K +$155K +5,706 +8,645%
NA
69
NewEdge Advisors
Louisiana
$138K +$30.4K +1,118 +32%
SWM
70
Spire Wealth Management
Virginia
$108K +$4.02K +148 +4%
PA
71
PSI Advisors
Florida
$54K +$27 +1 +0.1%
VAMG
72
Voisard Asset Management Group
Michigan
$47.5K +$43.3K +1,592 New
BWL
73
Bogart Wealth LLC
Virginia
$37.3K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$37K -$16.7K -616 -33%
SPIA
75
Steward Partners Investment Advisory
New York
$28K -$35.3K -1,300 -58%

SRVR Hedge Fund Activity: Q4 2023 in Review

122 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2023, worth a combined $380M — up 9.8% from $346M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SRVR positions and 18 closed out — a net gain of 10 holders — while 28 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.3M. The largest seller was Bank of America, cutting an estimated $43M.

  • 122 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2023, up from 113 in Q3 2023.
  • Funds reported $380M of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2023, up 9.8% quarter-over-quarter.
  • 28 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2023 and 18 closed out, a net change of +10 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.3M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2023 was Bank of America, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2023.