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Pacer Data & Infrastructure Real Estate ETF

123 hedge funds and large institutions have $526M invested in Pacer Data & Infrastructure Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.31% less ownership

Funds ownership: 75.78%71.46% (-4.3%)

10% less funds holding

Funds holding: 136123 (-13)

20% less capital invested

Capital invested by funds: $655M → $526M (-$130M)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

48% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 58

Holders
123
Holders Change
-13
Holders Change %
-9.56%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$67.4K +$7.56K +250 +12%
PA
77
PSI Advisors
Florida
$60K -$9.49K -314 -13%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$57K +$55.5K +1,835 +1,835%
William Blair & Company
79
William Blair & Company
Illinois
$47.7K +$2.84K +94 +6%
BWL
80
Bogart Wealth LLC
Virginia
$37.1K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$32.6K -$12.8K -423 -28%
ACA
82
Aptus Capital Advisors
Alabama
$26.7K +$6.11K +202 +29%
OIA
83
Optimum Investment Advisors
Illinois
$26.7K
BAM
84
Belpointe Asset Management
Nevada
$21.5K -$8.01K -265 -27%
GWANC
85
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.7K
BCMLT
86
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.3K
PA
87
Parallel Advisors
California
$19.3K +$19.7K +651 New
WB
88
Webster Bank
Connecticut
$19.1K
SS
89
Sunbelt Securities
Texas
$17.3K +$17.9K +591 New
CFGS
90
Concourse Financial Group Securities
Alabama
$17K -$272K -9,010 -94%
BAAM
91
Baker Avenue Asset Management
California
$16.9K +$17.2K +570 New
LF
92
Lee Financial
Texas
$11.9K
CWAF
93
Core Wealth Advisors (Florida)
Florida
$9.64K
US Bancorp
94
US Bancorp
Minnesota
$9.1K -$11K -365 -54%
HBW
95
Hazlett, Burt & Watson
West Virginia
$9K +$60 +2 +0.6%
IA
96
IFP Advisors
Florida
$8.92K -$51.5K -1,704 -83%
MRCM
97
M&R Capital Management
New Jersey
$8.89K
PTC
98
Private Trust Company
Ohio
$8.89K
AA
99
Ancora Advisors
Ohio
$8.01K +$91 +3 +1%
HGERS
100
Householder Group Estate & Retirement Specialist
Arizona
$8K +$8.01K +265 New

SRVR Hedge Fund Activity: Q1 2023 in Review

123 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q1 2023, worth a combined $526M — down 20% from $655M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SRVR and 10 opened new positions — a net loss of 9 holders — while 58 trimmed existing stakes and 30 added.

The largest buyer was Gradient Investments, adding an estimated $3.92M. The largest seller was Bank of America, cutting an estimated $83.1M.

  • 123 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q1 2023, down from 136 in Q4 2022.
  • Funds reported $526M of Pacer Data & Infrastructure Real Estate ETF stock for Q1 2023, down 20% quarter-over-quarter.
  • 10 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q1 2023 and 19 closed out, a net change of -9 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q1 2023 was Gradient Investments, an estimated $3.92M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q1 2023 was Bank of America, an estimated $83.1M sold.

Based on aggregated 13F filings for Q1 2023.