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Pacer Data & Infrastructure Real Estate ETF

115 hedge funds and large institutions have $509M invested in Pacer Data & Infrastructure Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 7

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more capital invested

Capital invested by funds: $364M → $509M (+$145M)

39% more funds holding

Funds holding: 83115 (+32)

5.97% more ownership

Funds ownership: 51.67%57.65% (+6%)

Holders
115
Holders Change
+32
Holders Change %
+38.55%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
52
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$321K +$2.72K +75 +0.8%
SAS
77
Stelac Advisory Services
New York
$318K +$326K +9,001 New
BFEC
78
Benjamin F. Edwards & Company
Missouri
$313K +$321K +8,853 New
WCM
79
WealthBridge Capital Management
Ohio
$313K +$321K +8,855 New
BRWM
80
B. Riley Wealth Management
Tennessee
$271K +$42.3K +1,167 +18%
GC
81
Garde Capital
Washington
$265K +$271K +7,488 New
CWC
82
Carolinas Wealth Consulting
North Carolina
$255K -$33.2K -916 -11%
HIIFS
83
Harel Insurance Investments & Financial Services
Israel
$247K -$290K -8,000 -53%
PA
84
PSI Advisors
Florida
$228K +$15.2K +420 +7%
BSG
85
Black Swift Group
Colorado
$220K +$226K +6,230 New
EP
86
Eudaimonia Partners
Tennessee
$211K +$35.3K +974 +19%
LA
87
LVW Advisors
New York
$208K
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$195K +$21.2K +586 +12%
OIA
89
Optimum Investment Advisors
Illinois
$164K +$326 +9 +0.2%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$153K +$157K +4,335 New
CFGS
91
Concourse Financial Group Securities
Alabama
$147K +$2.5K +69 +2%
CAAS
92
Capital Asset Advisory Services
Michigan
$143K -$18.1K -500 -11%
GRP
93
Global Retirement Partners
California
$135K +$63.4K +1,750 +84%
SIM
94
Seaview Investment Managers
Florida
$126K +$134K +3,693 New
NFG
95
Next Financial Group
Texas
$120K +$123K +3,409 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$92K -$123K -3,400 -57%
APWA
97
Atlas Private Wealth Advisors
New Jersey
$63K +$53.8K +1,485 +507%
GSWM
98
Golden State Wealth Management
California
$45K +$46.5K +1,283 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$42K
Citigroup
100
Citigroup
New York
$34K +$11K +305 +46%

SRVR Hedge Fund Activity: Q3 2020 in Review

115 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q3 2020, worth a combined $509M — up 40% from $364M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SRVR positions and 7 closed out — a net gain of 32 holders — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $20.4M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $5.66M sold.

  • 115 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q3 2020, up from 83 in Q2 2020.
  • Funds reported $509M of Pacer Data & Infrastructure Real Estate ETF stock for Q3 2020, up 40% quarter-over-quarter.
  • 39 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q3 2020 and 7 closed out, a net change of +32 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q3 2020 was Northwestern Mutual Wealth Management, an estimated $20.4M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q3 2020 was Redhawk Wealth Advisors, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2020.