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Pacer Data & Infrastructure Real Estate ETF
SRVR

130 hedge funds and large institutions have $735M invested in Pacer Data & Infrastructure Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

44% more capital invested

Capital invested by funds: $509M → $735M (+$226M)

13% more funds holding

Funds holding: 115 → 130 (+15)

9.36% more ownership

Funds ownership: 57.65% → 67% (+9.4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
130
Holders Change
+15
Holders Change %
+13.04%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
55
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$188M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.3M
3
Morgan Stanley
Morgan Stanley
New York
+$6.88M
4
BFA
Beaumont Financial Advisors
Massachusetts
+$6.6M
5
Franklin Resources
Franklin Resources
California
+$6.23M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$6.14M
2
AWM
AE Wealth Management
Kansas
-$5.95M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.22M
4
NA
Nottingham Advisors
New York
-$3.11M
5
SPC
Sigma Planning Corp
Michigan
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$295M +$188M +5,292,233 +180%
Morgan Stanley
2
Morgan Stanley
New York
$84.1M +$6.88M +193,768 +9%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$43.5M +$14.3M +401,841 +49%
UBS Group
4
UBS Group
Switzerland
$30.9M -$655K -18,440 -2%
LPL Financial
5
LPL Financial
California
$23.8M -$300K -8,448 -1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19.9M -$3.22M -90,544 -14%
Franklin Resources
7
Franklin Resources
California
$14.8M +$6.23M +175,323 +74%
RJA
8
Raymond James & Associates
Florida
$14.5M -$876K -24,655 -6%
NA
9
Nottingham Advisors
New York
$12M -$3.11M -87,489 -21%
KAS
10
Kestra Advisory Services
Texas
$11.8M +$2.21M +62,148 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.6M -$577K -16,241 -5%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$11.1M +$150K +4,213 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$10.6M -$1.49M -41,964 -12%
PAG
14
Private Advisor Group
New Jersey
$8.94M -$2.26M -63,559 -20%
TIA
15
Traphagen Investment Advisors
New Jersey
$8.62M +$494K +13,903 +6%
ARG
16
Advisory Resource Group
Oklahoma
$7.85M +$1.23M +34,616 +19%
FM
17
Foster & Motley
Ohio
$6.8M +$915K +25,765 +16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.7M -$2.67M -75,044 -29%
BFA
19
Beaumont Financial Advisors
Massachusetts
$6.66M +$6.6M +185,751 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.51M +$3.25M +91,373 +101%
LWAC
21
Laurel Wealth Advisors (California)
California
$4.65M +$340K +9,561 +8%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$4.32M +$286K +8,046 +7%
SGCA
23
Steel Grove Capital Advisors
Tennessee
$4.32M -$105K -2,963 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.68M -$355K -10,005 -9%
TC
25
TAP Consulting
Missouri
$3.37M +$3.34M +93,949 New
1
2 3 4 5

SRVR Hedge Fund Activity: Q4 2020 in Review

130 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2020, worth a combined $735M — up 44% from $509M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SRVR positions and 12 closed out — a net gain of 16 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $6.14M sold.

  • 130 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2020, up from 115 in Q3 2020.
  • Funds reported $735M of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 28 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2020 and 12 closed out, a net change of +16 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2020 was Bank of America, an estimated $188M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2020 was Simplicity Solutions, an estimated $6.14M sold.

Based on aggregated 13F filings for Q4 2020.