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Pacer Data & Infrastructure Real Estate ETF
SRVR

113 hedge funds and large institutions have $346M invested in Pacer Data & Infrastructure Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 115 → 113 (-2)

2.64% less ownership

Funds ownership: 71.18% → 68.53% (-2.6%)

20% less capital invested

Capital invested by funds: $433M → $346M (-$87.3M)

46% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 48

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
26
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$1.85M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$757K
3
LSAG
Lake Street Advisors Group
New Hampshire
+$649K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$458K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$368K

Top Sellers

1
Jane Street
Jane Street
New York
-$9.8M
2
Bank of America
Bank of America
North Carolina
-$7.66M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.02M
4
Franklin Resources
Franklin Resources
California
-$4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$1.09K -$26.3K -922 -96%
GEA
102
Glen Eagle Advisors
New Jersey
$1.04K – – –
CWP
103
Concord Wealth Partners
Virginia
$1.01K -$286 -10 -20%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$984 +$1.08K +38 New
UB
105
UMB Bank
Missouri
$880 +$971 +34 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$828 – – –
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$647 – – –
FFA
108
Founders Financial Alliance
North Carolina
$415 – – –
Citigroup
109
Citigroup
New York
$311 +$343 +12 New
PFBT
110
Parkside Financial Bank & Trust
Missouri
$234 – – –
PMFA
111
Plante Moran Financial Advisors
Michigan
$155 +$171 +6 New
SS
112
Sunbelt Securities
Texas
$83 -$16.8K -588 -99%
FGAM
113
Financial Gravity Asset Management
Texas
$21 -$800 -28 -97%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
– -$4.02M -136,528 Closed
WWM
115
WT Wealth Management
Arizona
– -$1.72M -58,890 Closed
Renaissance Technologies
116
Renaissance Technologies
New York
– -$356K -12,200 Closed
GCP
117
GSA Capital Partners
United Kingdom
– -$343K -11,750 Closed
EH
118
Equitable Holdings
New York
– -$277K -9,497 Closed
AT
119
American Trust
Kentucky
– -$262K -8,983 Closed
SI
120
Stephens Inc
Arkansas
– -$233K -7,974 Closed
PSIWM
121
Paradigm Strategies in Wealth Management
Minnesota
– -$218K -7,462 Closed
SFA
122
Sequoia Financial Advisors
Ohio
– -$203K -6,968 Closed
CNWM
123
Clay Northam Wealth Management
California
– -$203K -6,935 Closed
Bessemer Group
124
Bessemer Group
New Jersey
– -$111K -3,800 Closed
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
– -$109K -3,748 Closed
2 3 4
5
6

SRVR Hedge Fund Activity: Q3 2023 in Review

113 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q3 2023, worth a combined $346M — down 20% from $433M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SRVR and 19 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 26 added.

The largest buyer was Private Advisor Group, adding an estimated $1.85M. The largest seller was Jane Street, cutting an estimated $9.8M.

  • 113 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q3 2023, down from 115 in Q2 2023.
  • Funds reported $346M of Pacer Data & Infrastructure Real Estate ETF stock for Q3 2023, down 20% quarter-over-quarter.
  • 19 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q3 2023 and 20 closed out, a net change of -1 holder.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q3 2023 was Private Advisor Group, an estimated $1.85M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q3 2023 was Jane Street, an estimated $9.8M sold.

Based on aggregated 13F filings for Q3 2023.