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Pacer Data & Infrastructure Real Estate ETF

58 hedge funds and large institutions have $218M invested in Pacer Data & Infrastructure Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

131% more capital invested

Capital invested by funds: $94.2M → $218M (+$124M)

32% more funds holding

Funds holding: 4458 (+14)

3.9% more ownership

Funds ownership: 47.82%51.71% (+3.9%)

Holders
58
Holders Change
+14
Holders Change %
+31.82%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
24
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
Nottingham Advisors
New York
$40.6M +$13.1M +397,348 New
Bank of America
2
Bank of America
North Carolina
$40.3M +$21M +637,511 +94%
Morgan Stanley
3
Morgan Stanley
New York
$37.8M +$24.5M +744,485 +152%
UBS Group
4
UBS Group
Switzerland
$16.8M +$11.7M +356,838 +187%
LPL Financial
5
LPL Financial
California
$13.5M +$5.54M +168,418 +62%
RJA
6
Raymond James & Associates
Florida
$12M +$3.26M +99,147 +34%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$9.46M +$8.56M +260,315 +537%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.64M +$9.25M +281,443 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.83M +$648K +19,715 +19%
FM
10
Foster & Motley
Ohio
$3.61M +$3.87M +117,721 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.46M +$2.12M +64,471 +133%
SFS
12
Sowell Financial Services
Arkansas
$2.85M +$3.06M +93,168 New
UR
13
USCA RIA
Texas
$1.96M +$104K +3,178 +5%
CB
14
Community Bank
New York
$1.9M +$2.04M +62,140 New
PAG
15
Private Advisor Group
New Jersey
$1.89M +$1.17M +35,620 +136%
SPC
16
Sigma Planning Corp
Michigan
$1.78M -$181K -5,501 -9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.66M +$1.78M +54,278 New
Jane Street
18
Jane Street
New York
$1.54M +$170K +5,180 +12%
SPIA
19
Steward Partners Investment Advisory
New York
$1.51M +$120K +3,662 +8%
Truist Financial
20
Truist Financial
North Carolina
$1.35M +$959K +29,160 +196%
Stifel Financial
21
Stifel Financial
Missouri
$1.07M +$321K +9,752 +38%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.03M +$753K +22,907 +216%
FAIM
23
Financial Advocates Investment Management
Washington
$928K +$996K +30,295 New
OC
24
Oppenheimer & Co
New York
$646K +$693K +21,090 New
PMG
25
ProVise Management Group
Florida
$616K +$93.2K +2,835 +16%

SRVR Hedge Fund Activity: Q1 2020 in Review

58 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q1 2020, worth a combined $218M — up 131% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SRVR positions and 6 closed out — a net gain of 16 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.5M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $2.11M sold.

  • 58 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q1 2020, up from 44 in Q4 2019.
  • Funds reported $218M of Pacer Data & Infrastructure Real Estate ETF stock for Q1 2020, up 131% quarter-over-quarter.
  • 22 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q1 2020 and 6 closed out, a net change of +16 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q1 2020 was Morgan Stanley, an estimated $24.5M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q1 2020 was Niemann Capital Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2020.