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Pacer Data & Infrastructure Real Estate ETF

107 hedge funds and large institutions have $299M invested in Pacer Data & Infrastructure Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

8.63% less ownership

Funds ownership: 72.22%63.59% (-8.6%)

12% less funds holding

Funds holding: 122107 (-15)

21% less capital invested

Capital invested by funds: $380M → $299M (-$81.2M)

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

Holders
107
Holders Change
-15
Holders Change %
-12.3%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
43
Reduced
33
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$10.1K +$2.31K +80 +29%
FGAM
77
Financial Gravity Asset Management
Texas
$9.45K +$9.46K +328 +16,400%
HBW
78
Hazlett, Burt & Watson
West Virginia
$9K +$58 +2 +0.6%
PTC
79
Private Trust Company
Ohio
$8.6K
TSWM
80
Tyler-Stone Wealth Management
Ohio
$8.6K
AIC
81
Archer Investment Corporation
Indiana
$8.09K +$29 +1 +0.4%
RIA
82
Realta Investment Advisors
Delaware
$7.59K +$7.64K +265 New
GRP
83
Global Retirement Partners
California
$7.31K +$2.13K +74 +41%
IA
84
IFP Advisors
Florida
$6.34K +$4.87K +169 +325%
JGIA
85
Jackson Grant Investment Advisers
Connecticut
$5.91K
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$4.44K
IRC
87
Investors Research Corp
Georgia
$3.84K
GI
88
Gradient Investments
Minnesota
$3.81K -$18.4K -639 -83%
AA
89
Ancora Advisors
Ohio
$3.27K +$519 +18 +19%
KFI
90
Key Financial Inc
Pennsylvania
$2.52K -$6.51K -226 -72%
CA
91
CoreCap Advisors
Michigan
$2.38K +$2.39K +83 New
William Blair & Company
92
William Blair & Company
Illinois
$2.32K
CJ
93
Caitlin John
Michigan
$2.15K -$58 -2 -3%
WP
94
WealthShield Partners
North Carolina
$1.76K +$1.76K +61 New
CB
95
Centennial Bank
Arkansas
$1.52K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$1.35K +$749 +26 +124%
AF
97
Allworth Financial
California
$1K
GEA
98
Glen Eagle Advisors
New Jersey
$860 -$288 -10 -25%
LFG
99
Larson Financial Group
Missouri
$602 +$259 +9 +75%
CWP
100
Concord Wealth Partners
Virginia
$573

SRVR Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q1 2024, worth a combined $299M — down 21% from $380M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SRVR and 10 opened new positions — a net loss of 15 holders — while 33 trimmed existing stakes and 43 added.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $3.73M. The largest seller was Bank of America, cutting an estimated $34M.

  • 107 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q1 2024, down from 122 in Q4 2023.
  • Funds reported $299M of Pacer Data & Infrastructure Real Estate ETF stock for Q1 2024, down 21% quarter-over-quarter.
  • 10 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q1 2024 and 25 closed out, a net change of -15 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q1 2024 was Clark Capital Management Group, an estimated $3.73M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q1 2024 was Bank of America, an estimated $34M sold.

Based on aggregated 13F filings for Q1 2024.