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Pacer Data & Infrastructure Real Estate ETF

83 hedge funds and large institutions have $364M invested in Pacer Data & Infrastructure Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 5

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

67% more capital invested

Capital invested by funds: $218M → $364M (+$146M)

43% more funds holding

Funds holding: 5883 (+25)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.04% less ownership

Funds ownership: 51.71%51.67% (-0.04%)

Holders
83
Holders Change
+25
Holders Change %
+43.1%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
42
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$90M +$41.1M +1,218,312 +93%
Morgan Stanley
2
Morgan Stanley
New York
$64.5M +$19.6M +580,385 +47%
UBS Group
3
UBS Group
Switzerland
$25.3M +$5.52M +163,735 +30%
LPL Financial
4
LPL Financial
California
$22.6M +$6.51M +193,123 +44%
RJA
5
Raymond James & Associates
Florida
$15.8M +$1.73M +51,359 +13%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$14.8M +$3.59M +106,435 +34%
Osaic Holdings
7
Osaic Holdings
Arizona
$14M +$3.82M +113,193 +40%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.4M +$8.87M +263,056 +233%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$9.87M +$9.18M +272,411 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$8.88M +$8.42M +249,861 New
PAG
11
Private Advisor Group
New Jersey
$7.86M +$5.37M +159,338 +258%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.8M +$3.18M +94,451 +76%
TIA
13
Traphagen Investment Advisors
New Jersey
$6.49M +$6.16M +182,694 New
RWA
14
Redhawk Wealth Advisors
Minnesota
$5.66M +$5.37M +159,238 New
FM
15
Foster & Motley
Ohio
$5.11M +$878K +26,038 +22%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$3.13M +$2.97M +88,028 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.88M +$2.12M +63,012 +349%
Stifel Financial
18
Stifel Financial
Missouri
$2.83M +$1.5M +44,487 +127%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.75M +$2.34M +69,347 +870%
CB
20
Community Bank
New York
$2.56M +$337K +10,000 +16%
SPC
21
Sigma Planning Corp
Michigan
$2.5M +$408K +12,102 +21%
UR
22
USCA RIA
Texas
$2.46M +$172K +5,115 +8%
SFS
23
Sowell Financial Services
Arkansas
$2.32M -$945K -28,028 -30%
HH
24
Hilltop Holdings
Texas
$1.94M +$1.84M +54,681 New
SPIA
25
Steward Partners Investment Advisory
New York
$1.83M +$71.8K +2,131 +4%

SRVR Hedge Fund Activity: Q2 2020 in Review

83 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q2 2020, worth a combined $364M — up 67% from $218M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SRVR positions and 7 closed out — a net gain of 25 holders — while 42 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $41.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.66M sold.

  • 83 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q2 2020, up from 58 in Q1 2020.
  • Funds reported $364M of Pacer Data & Infrastructure Real Estate ETF stock for Q2 2020, up 67% quarter-over-quarter.
  • 32 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q2 2020 and 7 closed out, a net change of +25 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q2 2020 was Bank of America, an estimated $41.1M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q2 2020 was Susquehanna International Group, an estimated $1.66M sold.

Based on aggregated 13F filings for Q2 2020.