We are live on ! Find out more
SRVR icon

Pacer Data & Infrastructure Real Estate ETF
SRVR

142 hedge funds and large institutions have $1.11B invested in Pacer Data & Infrastructure Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 31

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more capital invested

Capital invested by funds: $786M → $1.11B (+$323M)

7.1% more ownership

Funds ownership: 65.92% → 73.02% (+7.1%)

4% less funds holding

Funds holding: 148 → 142 (-6)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
76
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$348M
2
Wells Fargo
Wells Fargo
California
+$8.47M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.87M
4
Morgan Stanley
Morgan Stanley
New York
+$6.02M
5
PAG
Private Advisor Group
New Jersey
+$3.79M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$8.57M
2
NA
Nottingham Advisors
New York
-$5.73M
3
LWAC
Laurel Wealth Advisors (California)
California
-$3.81M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.13M
5
PS
Portfolio Strategies
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Hudock Inc
Pennsylvania
$237K +$739 +18 +0.3%
SWP
102
Strategic Wealth Partners
Ohio
$234K +$247K +6,024 New
CF
103
Centaurus Financial
California
$227K +$13.4K +326 +6%
IWM
104
IHT Wealth Management
Illinois
$222K -$3.74K -91 -2%
PA
105
PSI Advisors
Florida
$221K +$9.53K +232 +4%
RJT
106
Raymond James Trust
Florida
$220K -$12.7K -310 -5%
EP
107
Eudaimonia Partners
Tennessee
$217K +$8.21K +200 +4%
SWM
108
Spire Wealth Management
Virginia
$211K -$33.4K -813 -13%
CFGS
109
Concourse Financial Group Securities
Alabama
$201K +$14.7K +358 +7%
SAM
110
Secure Asset Management
Michigan
$201K +$212K +5,164 New
TFGT
111
TS Financial Group (TSFG)
Illinois
$134K +$22.3K +542 +19%
CAAS
112
Capital Asset Advisory Services
Michigan
$121K +$21.6K +526 +20%
HA
113
Herold Advisors
New York
$116K +$123K +3,000 New
GRP
114
Global Retirement Partners
California
$81K – – –
OIA
115
Optimum Investment Advisors
Illinois
$54K -$46.2K -1,125 -45%
FGAM
116
Financial Gravity Asset Management
Texas
$39K – – –
SIM
117
Sonora Investment Management
Arizona
$39K +$41.1K +1,000 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$31K +$7.64K +186 +30%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$25K +$3.53K +86 +15%
APWA
120
Atlas Private Wealth Advisors
New Jersey
$24K +$123 +3 +0.5%
CFA
121
Carroll Financial Associates
North Carolina
$19K – – –
CCM
122
Covington Capital Management
California
$18K +$18.6K +452 New
CWAF
123
Core Wealth Advisors (Florida)
Florida
$13K – – –
WT
124
Washington Trust
Rhode Island
$13K +$6.41K +156 +92%
US Bancorp
125
US Bancorp
Minnesota
$12K +$11.3K +275 +1,100%
3 4
5
6 7

SRVR Hedge Fund Activity: Q3 2021 in Review

142 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q3 2021, worth a combined $1.11B — up 41% from $786M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SRVR and 19 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 76 added.

The largest buyer was Bank of America, adding an estimated $348M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $8.57M sold.

  • 142 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q3 2021, down from 148 in Q2 2021.
  • Funds reported $1.11B of Pacer Data & Infrastructure Real Estate ETF stock for Q3 2021, up 41% quarter-over-quarter.
  • 19 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q3 2021 and 23 closed out, a net change of -4 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q3 2021 was Bank of America, an estimated $348M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q3 2021 was Beaumont Financial Advisors, an estimated $8.57M sold.

Based on aggregated 13F filings for Q3 2021.