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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$25.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.53M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$3.98M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
+$3.55M |
| 5 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$64.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$17.1M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$6.66M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.65M |
| 5 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$4.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
151
PSI Advisors
Tampa,
Florida
| – | -$240K | -6,717 | Closed |
|
|
LA
152
LVW Advisors
Pittsford,
New York
| – | -$212K | -5,900 | Closed |
|
|
VWM
153
Venturi Wealth Management
Austin,
Texas
| – | -$60K | -1,680 | Closed |
|
|
CAL
154
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$20K | -553 | Closed |
|
|
CCC
155
Crescent Capital Consulting
New Orleans,
Louisiana
| – | -$4K | -108 | Closed |
|
|
SIC
156
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$4K | -100 | Closed |
|
|
FFG
157
Fortem Financial Group
Palm Desert,
California
| – | -$2K | -55 | Closed |
|
|
SIM
158
Sonora Investment Management
Tucson,
Arizona
| – | -$2K | -50 | Closed |
|
159
JP Morgan Chase
New York
| – | +$107 | +3 | New |
|
|
PFBT
160
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$320 | +9 | New |
|
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.