We are live on ! Find out more
SRVR icon

Pacer Data & Infrastructure Real Estate ETF
SRVR

106 hedge funds and large institutions have $251M invested in Pacer Data & Infrastructure Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.33% less ownership

Funds ownership: 60.87% → 60.55% (-0.33%)

2% less funds holding

Funds holding: 108 → 106 (-2)

11% less capital invested

Capital invested by funds: $284M → $251M (-$32.2M)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
29
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWP
Invenio Wealth Partners
Florida
+$1.49M
2
Wells Fargo
Wells Fargo
California
+$1.33M
3
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$806K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$702K
5
Stifel Financial
Stifel Financial
Missouri
+$604K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.53M
2
Bank of America
Bank of America
North Carolina
-$4.15M
3
CFD
Creative Financial Designs
Indiana
-$2.43M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.45M
5
Jane Street
Jane Street
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AE Wealth Management
Kansas
$6.42K +$6.7K +214 New
JGIA
77
Jackson Grant Investment Advisers
Connecticut
$6.24K – – –
HNB
78
Huntington National Bank
Ohio
$5.4K – – –
FIA
79
FNY Investment Advisers
New York
$5K +$6.26K +200 New
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$4.56K – – –
IRC
81
Investors Research Corp
Georgia
$4.47K +$282 +9 +6%
BF
82
BOK Financial
Oklahoma
$4.36K – – –
FMII
83
Farmers & Merchants Investments Inc
Nebraska
$3.72K – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$3.69K +$3.41K +109 +779%
KFI
85
Key Financial Inc
Pennsylvania
$2.64K – – –
CJ
86
Caitlin John
Michigan
$2.25K – – –
RFA
87
Reyes Financial Architecture
California
$2.04K +$2.13K +68 New
HI
88
Hoey Investments
Pennsylvania
$1.32K – – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$1.26K +$1.31K +42 New
AF
90
Allworth Financial
California
$1.05K – – –
William Blair & Company
91
William Blair & Company
Illinois
$1.02K -$11.1K -355 -91%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$929 +$876 +28 +933%
GEA
93
Glen Eagle Advisors
New Jersey
$899 – – –
AWM
94
Avior Wealth Management
Nebraska
$809 +$219 +7 +35%
CFB
95
Cullen/Frost Bankers
Texas
$542 – – –
CWP
96
Concord Wealth Partners
Virginia
$540 – – –
GSWM
97
Golden State Wealth Management
California
$397 +$407 +13 New
FFA
98
Founders Financial Alliance
North Carolina
$360 – – –
LFG
99
Larson Financial Group
Missouri
$360 – – –
S
100
SignatureFD
Georgia
$360 – – –
1 2 3
4
5

SRVR Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2024, worth a combined $251M — down 11% from $284M a quarter earlier.

Fund positioning in SRVR was balanced in Q4 2024: 15 funds opened new positions, 15 closed out, 29 added to existing stakes and 37 trimmed.

The largest buyer was Invenio Wealth Partners, opening a new position worth an estimated $1.49M. The largest seller was Morgan Stanley, cutting an estimated $5.53M.

  • 106 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2024, down from 108 in Q3 2024.
  • Funds reported $251M of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 15 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2024 and 15 closed out, a net change of 0 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2024 was Invenio Wealth Partners, an estimated $1.49M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2024 was Morgan Stanley, an estimated $5.53M sold.

Based on aggregated 13F filings for Q4 2024.