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Pacer Data & Infrastructure Real Estate ETF
SRVR

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: 136 → 123 (-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
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$3.92M
2
FTUS
Flow Traders U.S.
New York
+$1.21M
3
FM
Foster & Motley
Ohio
+$1.04M
4
SF
Synovus Financial
Georgia
+$1M
5
PPWP
Proquility Private Wealth Partners
Nevada
+$708K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$83.1M
2
Jane Street
Jane Street
New York
-$24.6M
3
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$5.89M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.74M
5
Morgan Stanley
Morgan Stanley
New York
-$4.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$6.7K +$5.02K +166 +277%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$6.6K +$159K +5,272 +2%
JGIA
103
Jackson Grant Investment Advisers
Connecticut
$5.97K – – –
FMII
104
Farmers & Merchants Investments Inc
Nebraska
$4.6K – – –
BTI
105
Blue Trust Inc
Georgia
$3K +$846 +28 +30%
PP
106
Pacifica Partners
Canada
$2.96K – – –
KFI
107
Key Financial Inc
Pennsylvania
$2.91K – – –
SSB
108
Sandy Spring Bank
Maryland
$2.58K +$2.63K +87 New
IRC
109
Investors Research Corp
Georgia
$2.43K – – –
FCA
110
FinTrust Capital Advisors
South Carolina
$2.41K – – –
PFBT
111
Parkside Financial Bank & Trust
Missouri
$1.96K – – –
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$1.72K – – –
CWP
113
Concord Wealth Partners
Virginia
$1.57K -$6.29K -208 -80%
CB
114
Centennial Bank
Arkansas
$1.57K – – –
AAS
115
Ameritas Advisory Services
Nebraska
$1.25K +$1.27K +42 New
GEA
116
Glen Eagle Advisors
New Jersey
$1.19K – – –
AF
117
Allworth Financial
California
$1.07K – – –
FFA
118
Founders Financial Alliance
North Carolina
$475 – – –
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$474 +$30 +1 +7%
EWA
120
EverSource Wealth Advisors
Alabama
$297 – – –
FGAM
121
Financial Gravity Asset Management
Texas
$25 +$30 +1 +3%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
– -$5.89M -202,910 Closed
ARG
123
Advisory Resource Group
Oklahoma
– -$1.34M -46,235 Closed
USCWA
124
U.S. Capital Wealth Advisors
Texas
– -$1.28M -44,065 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– -$996K -34,336 Closed
2 3 4
5
6

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.