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Pacer Data & Infrastructure Real Estate ETF

122 hedge funds and large institutions have $380M invested in Pacer Data & Infrastructure Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $346M → $380M (+$33.9M)

8% more funds holding

Funds holding: 113122 (+9)

3.68% more ownership

Funds ownership: 68.53%72.22% (+3.7%)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
28
Reduced
45
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Pacifica Partners
Canada
$2.94K
AA
102
Ancora Advisors
Ohio
$2.86K +$2.61K +96 New
William Blair & Company
103
William Blair & Company
Illinois
$2.42K -$12.4K -455 -85%
CJ
104
Caitlin John
Michigan
$2.3K +$2.09K +77 New
PA
105
Parallel Advisors
California
$1.97K
ASN
106
Advisory Services Network
Georgia
$1.59K +$1.44K +53 New
CB
107
Centennial Bank
Arkansas
$1.58K
IA
108
IFP Advisors
Florida
$1.56K -$8.46K -311 -86%
GEA
109
Glen Eagle Advisors
New Jersey
$1.19K
US Bancorp
110
US Bancorp
Minnesota
$1.1K -$19K -699 -95%
AF
111
Allworth Financial
California
$1.04K +$952 +35 New
BFEC
112
Benjamin F. Edwards & Company
Missouri
$1K -$873K -32,098 -100%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$626 -$18.5K -681 -97%
CWP
114
Concord Wealth Partners
Virginia
$596 -$517 -19 -49%
AWM
115
Atticus Wealth Management
Florida
$567 +$517 +19 New
TVAMP
116
Tennessee Valley Asset Management Partners
Tennessee
$417 +$381 +14 New
EC
117
EdgeRock Capital
Colorado
$371 +$353 +13 New
FFA
118
Founders Financial Alliance
North Carolina
$358 -$109 -4 -25%
LFG
119
Larson Financial Group
Missouri
$358 +$326 +12 New
PFBT
120
Parkside Financial Bank & Trust
Missouri
$269
SS
121
Sunbelt Securities
Texas
$95
FGAM
122
Financial Gravity Asset Management
Texas
$46 +$27 +1 +100%
CFS
123
Commonwealth Financial Services
West Virginia
-$980K -37,865 Closed
SF
124
Synovus Financial
Georgia
-$795K -30,710 Closed
OC
125
Oppenheimer & Co
New York
-$525K -20,285 Closed

SRVR Hedge Fund Activity: Q4 2023 in Review

122 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2023, worth a combined $380M — up 9.8% from $346M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SRVR positions and 18 closed out — a net gain of 10 holders — while 28 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.3M. The largest seller was Bank of America, cutting an estimated $43M.

  • 122 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2023, up from 113 in Q3 2023.
  • Funds reported $380M of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2023, up 9.8% quarter-over-quarter.
  • 28 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2023 and 18 closed out, a net change of +10 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $23.3M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2023 was Bank of America, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2023.