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Pacer Data & Infrastructure Real Estate ETF
SRVR

Overview Fund Activity

130 hedge funds and large institutions have $735M invested in Pacer Data & Infrastructure Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+16
Holders Change %
+14.04%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
55
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$295M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$43.5M
3
Morgan Stanley
Morgan Stanley
New York
$84.1M
4
BFA
Beaumont Financial Advisors
Massachusetts
$6.66M
5
Franklin Resources
Franklin Resources
California
$14.8M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$0
2
AWM
AE Wealth Management
Kansas
$292K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$19.9M
4
NA
Nottingham Advisors
New York
$12M
5
SPC
Sigma Planning Corp
Michigan
$279K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
76
Flaharty Asset Management
Florida
$510K +$510K +14,213 New
SAS
77
Stelac Advisory Services
New York
$455K +$132K +3,686 +41%
WCM
78
WealthBridge Capital Management
Ohio
$427K +$109K +3,043 +34%
SFPG
79
Stonebridge Financial Planning Group
Florida
$411K -$44.8K -1,250 -10%
SIM
80
Seaview Investment Managers
Florida
$371K +$239K +6,677 +181%
AIP
81
Almanack Investment Partners
Pennsylvania
$368K +$368K +10,276 New
HighTower Advisors
82
HighTower Advisors
Illinois
$351K +$351K +9,752 New
WMP
83
Wealth Management Partners
Arizona
$346K +$346K +9,350 New
CWC
84
Carolinas Wealth Consulting
North Carolina
$337K +$78.4K +2,188 +30%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$328K +$173K +4,836 +112%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$315K +$120K +3,334 +61%
AWM
87
AE Wealth Management
Kansas
$292K -$6M -167,578 -95%
NWA
88
Navis Wealth Advisors
New York
$280K +$280K +7,816 New
SPC
89
Sigma Planning Corp
Michigan
$279K -$2.85M -79,455 -91%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$278K -$48.1K -1,341 -15%
IA
91
IFP Advisors
Florida
$271K +$266K +7,497 +5,355%
GC
92
Garde Capital
Washington
$268K – – –
SCM
93
Southport Capital Management
Tennessee
$258K +$258K +7,208 New
CRWM
94
Castle Rock Wealth Management
California
$248K +$248K +6,854 New
PA
95
PSI Advisors
Florida
$240K +$8.5K +238 +4%
MML Investors Services
96
MML Investors Services
Massachusetts
$234K -$102K -2,841 -30%
BRWM
97
B. Riley Wealth Management
Tennessee
$227K -$48.8K -1,360 -18%
LA
98
LVW Advisors
New York
$212K – – –
EP
99
Eudaimonia Partners
Tennessee
$183K -$30.6K -856 -14%
CF
100
Centaurus Financial
California
$169K +$169K +4,709 New
2 3
4
5 6