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Pacer Data & Infrastructure Real Estate ETF

115 hedge funds and large institutions have $509M invested in Pacer Data & Infrastructure Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 7

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more capital invested

Capital invested by funds: $364M → $509M (+$145M)

39% more funds holding

Funds holding: 83115 (+32)

5.97% more ownership

Funds ownership: 51.67%57.65% (+6%)

Holders
115
Holders Change
+32
Holders Change %
+38.55%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
52
Reduced
18
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
$104M +$14.9M +412,375 +16%
Morgan Stanley
2
Morgan Stanley
New York
$76.1M +$12.3M +338,733 +19%
UBS Group
3
UBS Group
Switzerland
$31.2M +$6.17M +170,270 +24%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$28.7M +$20.4M +562,835 +225%
LPL Financial
5
LPL Financial
California
$23.7M +$1.35M +37,391 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.8M +$9.8M +270,432 +72%
RJA
7
Raymond James & Associates
Florida
$15.1M -$594K -16,387 -4%
NA
8
Nottingham Advisors
New York
$15M +$205K +5,650 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$12M -$1.95M -53,779 -14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$11.9M -$2.85M -78,710 -19%
PAG
11
Private Advisor Group
New Jersey
$11.1M +$3.33M +91,816 +42%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$10.8M +$1.17M +32,179 +12%
KAS
13
Kestra Advisory Services
Texas
$9.58M +$9.82M +270,986 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.25M +$1.54M +42,463 +19%
Franklin Resources
15
Franklin Resources
California
$8.37M +$8.58M +236,872 New
TIA
16
Traphagen Investment Advisors
New Jersey
$8.01M +$1.59M +43,988 +24%
ARG
17
Advisory Resource Group
Oklahoma
$6.51M +$6.67M +184,228 New
AWM
18
AE Wealth Management
Kansas
$6.21M +$6.37M +175,735 New
SS
19
Simplicity Solutions
Minnesota
$6.14M +$6.29M +173,751 New
FM
20
Foster & Motley
Ohio
$5.79M +$731K +20,189 +14%
SGCA
21
Steel Grove Capital Advisors
Tennessee
$4.36M +$3.19M +87,978 +248%
LWAC
22
Laurel Wealth Advisors (California)
California
$4.24M +$4.35M +120,021 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.98M +$1.15M +31,614 +39%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$3.98M +$888K +24,513 +28%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.19M +$471K +13,011 +17%

SRVR Hedge Fund Activity: Q3 2020 in Review

115 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q3 2020, worth a combined $509M — up 40% from $364M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SRVR positions and 7 closed out — a net gain of 32 holders — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $20.4M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $5.66M sold.

  • 115 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q3 2020, up from 83 in Q2 2020.
  • Funds reported $509M of Pacer Data & Infrastructure Real Estate ETF stock for Q3 2020, up 40% quarter-over-quarter.
  • 39 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q3 2020 and 7 closed out, a net change of +32 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q3 2020 was Northwestern Mutual Wealth Management, an estimated $20.4M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q3 2020 was Redhawk Wealth Advisors, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2020.