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Pacer Data & Infrastructure Real Estate ETF
SRVR

141 hedge funds and large institutions have $685M invested in Pacer Data & Infrastructure Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

8% more funds holding

Funds holding: 130 → 141 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

1.32% less ownership

Funds ownership: 67% → 65.68% (-1.3%)

7% less capital invested

Capital invested by funds: $735M → $685M (-$50.2M)

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
48
Reduced
48
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.53M
3
Franklin Resources
Franklin Resources
California
+$3.98M
4
NA
Nottingham Advisors
New York
+$3.55M
5
TC
TAP Consulting
Missouri
+$2.61M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$64.3M
2
UBS Group
UBS Group
Switzerland
-$17.1M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$6.66M
4
RJA
Raymond James & Associates
Florida
-$5.65M
5
ARG
Advisory Resource Group
Oklahoma
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
126
Ameritas Investment Company
Nebraska
$6.54K +$6.44K +181 New
CWC
127
Carolinas Wealth Consulting
North Carolina
$6K -$329K -9,248 -98%
WT
128
Washington Trust
Rhode Island
$6K +$6.01K +169 New
TCWM
129
Total Clarity Wealth Management
Illinois
$6K +$6.22K +175 New
HPC
130
HM Payson & Co
Maine
$5K +$5.34K +150 New
CWP
131
Concord Wealth Partners
Virginia
$4K +$2.99K +84 +350%
PP
132
Pacifica Partners
Canada
$4K +$3.56K +100 New
EI
133
Ellevest Inc
New York
$3K +$2.53K +71 New
Bessemer Group
134
Bessemer Group
New Jersey
$3K +$3.17K +89 New
GEA
135
Glen Eagle Advisors
New Jersey
$1.45K +$1.07K +30 +300%
HF
136
Halpern Financial
Virginia
$1.12K +$1.1K +31 New
TC
137
Trust Company
Kansas
$1K +$427 +12 New
US Bancorp
138
US Bancorp
Minnesota
$1K +$889 +25 New
MA
139
MBA Advisors
Pennsylvania
$382 +$375K +10,545 New
BFA
140
Beaumont Financial Advisors
Massachusetts
– -$6.66M -185,751 Closed
FEM
141
Fulcrum Equity Management
Texas
– -$2.38M -66,290 Closed
HWC
142
Hill Winds Capital
New York
– -$2.15M -60,000 Closed
Goldman Sachs
143
Goldman Sachs
New York
– -$1.3M -36,327 Closed
IA
144
IFG Advisory
Georgia
– -$862K -24,048 Closed
OMC
145
Old Mission Capital
Illinois
– -$795K -22,188 Closed
SAS
146
Stelac Advisory Services
New York
– -$455K -12,687 Closed
SIM
147
Seaview Investment Managers
Florida
– -$371K -10,370 Closed
AIP
148
Almanack Investment Partners
Pennsylvania
– -$368K -10,276 Closed
AWM
149
AE Wealth Management
Kansas
– -$292K -8,157 Closed
SPC
150
Sigma Planning Corp
Michigan
– -$279K -7,782 Closed
3 4 5
6
7

SRVR Hedge Fund Activity: Q1 2021 in Review

141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q1 2021, worth a combined $685M — down 6.8% from $735M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SRVR positions and 21 closed out — a net gain of 11 holders — while 48 added to existing stakes and 48 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $25.6M. The largest seller was Bank of America, cutting an estimated $64.3M.

  • 141 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q1 2021, up from 130 in Q4 2020.
  • Funds reported $685M of Pacer Data & Infrastructure Real Estate ETF stock for Q1 2021, down 6.8% quarter-over-quarter.
  • 32 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q1 2021 and 21 closed out, a net change of +11 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q1 2021 was Northwestern Mutual Wealth Management, an estimated $25.6M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q1 2021 was Bank of America, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2021.