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Pacer Data & Infrastructure Real Estate ETF

141 hedge funds and large institutions have $685M invested in Pacer Data & Infrastructure Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

8% more funds holding

Funds holding: 130141 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

1.32% less ownership

Funds ownership: 67%65.68% (-1.3%)

7% less capital invested

Capital invested by funds: $735M → $685M (-$50.2M)

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
48
Reduced
48
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
76
Proquility Private Wealth Partners
Nevada
$486K +$478K +13,429 New
DWP
77
Destiny Wealth Partners
Florida
$482K -$270K -7,587 -36%
IAP
78
Indie Asset Partners
Indiana
$471K -$86.3K -2,425 -16%
FAM
79
Flaharty Asset Management
Florida
$451K -$62.1K -1,747 -12%
WCM
80
WealthBridge Capital Management
Ohio
$404K -$26.1K -735 -6%
NWA
81
Navis Wealth Advisors
New York
$383K +$98.1K +2,759 +35%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$366K -$190K -5,352 -35%
KPCM
83
Kings Point Capital Management
New York
$341K +$335K +9,409 New
HighTower Advisors
84
HighTower Advisors
Illinois
$326K -$26.2K -737 -8%
HI
85
Harbour Investments
Wisconsin
$306K +$301K +8,461 New
WANY
86
Wealthspire Advisors (New York)
New York
$305K +$300K +8,431 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$304K -$13.3K -374 -4%
ASN
88
Advisory Services Network
Georgia
$302K +$267K +7,519 +911%
SFPG
89
Stonebridge Financial Planning Group
Florida
$298K -$117K -3,300 -29%
WMP
90
Wealth Management Partners
Arizona
$289K -$52.3K -1,470 -16%
KFGK
91
Keystone Financial Group (Kentucky)
Kentucky
$285K +$280K +7,880 New
CRWM
92
Castle Rock Wealth Management
California
$283K +$20.7K +583 +9%
SFP
93
Shepherd Financial Partners
Massachusetts
$281K -$2.84M -79,882 -91%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$281K +$640 +18 +0.2%
GC
95
Garde Capital
Washington
$271K
IA
96
Insight Advisors
Pennsylvania
$266K +$246K +6,915 New
SI
97
Stephens Inc
Arkansas
$252K +$248K +6,962 New
LFAS
98
Level Four Advisory Services
Texas
$248K +$243K +6,843 New
SCM
99
Southport Capital Management
Tennessee
$232K -$28.2K -794 -11%
BRWM
100
B. Riley Wealth Management
Tennessee
$223K -$6.22K -175 -3%

SRVR Hedge Fund Activity: Q1 2021 in Review

141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q1 2021, worth a combined $685M — down 6.8% from $735M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SRVR positions and 21 closed out — a net gain of 11 holders — while 48 added to existing stakes and 48 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $25.6M. The largest seller was Bank of America, cutting an estimated $64.3M.

  • 141 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q1 2021, up from 130 in Q4 2020.
  • Funds reported $685M of Pacer Data & Infrastructure Real Estate ETF stock for Q1 2021, down 6.8% quarter-over-quarter.
  • 32 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q1 2021 and 21 closed out, a net change of +11 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q1 2021 was Northwestern Mutual Wealth Management, an estimated $25.6M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q1 2021 was Bank of America, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2021.