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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
SAM
126
Strategic Asset Management
Minnesota
$12K +$12.3K +300 New
FCA
127
FinTrust Capital Advisors
South Carolina
$11K – – –
TFS
128
TrustCore Financial Services
Tennessee
$11K – – –
LF
129
Lee Financial
Texas
$10K +$10.3K +250 New
SC
130
Solstein Capital
California
$9K – – –
AF
131
Allworth Financial
California
$7K – – –
JGIA
132
Jackson Grant Investment Advisers
Connecticut
$7K +$4.93K +120 +222%
TCWM
133
Total Clarity Wealth Management
Illinois
$7K +$7.18K +175 New
EWM
134
Evermay Wealth Management
Virginia
$6K – – –
CWC
135
Carolinas Wealth Consulting
North Carolina
$6K +$41 +1 +0.6%
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$6K +$2.75K +67 +76%
PP
137
Pacifica Partners
Canada
$4K – – –
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$2K +$2.05K +50 New
GEA
139
Glen Eagle Advisors
New Jersey
$1.56K – – –
CWP
140
Concord Wealth Partners
Virginia
$1K -$1.07K -26 -43%
BFA
141
Beaumont Financial Advisors
Massachusetts
– -$8.57M -212,553 Closed
LWAC
142
Laurel Wealth Advisors (California)
California
– -$3.81M -94,432 Closed
PS
143
Portfolio Strategies
New York
– -$2.04M -50,476 Closed
ARC
144
Advisor Resource Council
Texas
– -$1.68M -41,600 Closed
MIH
145
Meitav Investment House
Israel
– -$1.63M -40,518 Closed
FFS
146
Founders Financial Securities
Maryland
– -$928K -23,001 Closed
AWM
147
AE Wealth Management
Kansas
– -$823K -20,406 Closed
DWA
148
Delos Wealth Advisors
Texas
– -$818K -20,270 Closed
RWM
149
Ritholtz Wealth Management
New York
– -$267K -6,628 Closed
SCM
150
Southport Capital Management
Tennessee
– -$255K -6,327 Closed
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.