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Pacer Data & Infrastructure Real Estate ETF

174 hedge funds and large institutions have $1.2B invested in Pacer Data & Infrastructure Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 14

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

23% more funds holding

Funds holding: 142174 (+32)

8% more capital invested

Capital invested by funds: $1.11B → $1.2B (+$87.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 73.02%72.31% (-0.71%)

Holders
174
Holders Change
+32
Holders Change %
+22.54%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$72K +$40.8K +1,003 +153%
William Blair & Company
127
William Blair & Company
Illinois
$67K +$62.6K +1,541 New
MCC
128
Money Concepts Capital
Florida
$67K +$63.3K +1,557 New
OIA
129
Optimum Investment Advisors
Illinois
$61K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$45K +$42K +1,033 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$43K +$40.6K +1,000 New
Fidelity Investments
132
Fidelity Investments
Massachusetts
$40K +$5K +123 +15%
AWA
133
Amplius Wealth Advisors
Pennsylvania
$37K +$35.6K +877 New
TCWM
134
Total Clarity Wealth Management
Illinois
$35K +$25.5K +627 +358%
GWANC
135
Guardian Wealth Advisors (North Carolina)
North Carolina
$30K +$28.4K +698 New
US Bancorp
136
US Bancorp
Minnesota
$29K +$14.8K +365 +122%
WB
137
West Bancorporation
Iowa
$29K +$27.4K +674 New
SC
138
SouthState Corp
Florida
$26K +$24.4K +601 New
HI
139
Harbour Investments
Wisconsin
$24K -$330K -8,113 -94%
CFA
140
Carroll Financial Associates
North Carolina
$21K
IA
141
IFP Advisors
Florida
$20K +$18.5K +454 New
CWAF
142
Core Wealth Advisors (Florida)
Florida
$14K
SAM
143
Strategic Asset Management
Minnesota
$13K
TFS
144
TrustCore Financial Services
Tennessee
$13K
FCA
145
FinTrust Capital Advisors
South Carolina
$12K -$325 -8 -3%
LF
146
Lee Financial
Texas
$11K
AA
147
Ancora Advisors
Ohio
$11K +$10.7K +264 New
CWS
148
Confluence Wealth Services
Pennsylvania
$11K +$11K +270 New
SC
149
Solstein Capital
California
$10K
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$10K +$9.63K +237 New

SRVR Hedge Fund Activity: Q4 2021 in Review

174 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2021, worth a combined $1.2B — up 7.9% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SRVR positions and 14 closed out — a net gain of 35 holders — while 71 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.47M. The largest seller was Bank of America, cutting an estimated $69.2M.

  • 174 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2021, up from 142 in Q3 2021.
  • Funds reported $1.2B of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 49 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2021 and 14 closed out, a net change of +35 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2021 was Morgan Stanley, an estimated $5.47M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2021 was Bank of America, an estimated $69.2M sold.

Based on aggregated 13F filings for Q4 2021.