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Pacer Data & Infrastructure Real Estate ETF

148 hedge funds and large institutions have $786M invested in Pacer Data & Infrastructure Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 46

15% more capital invested

Capital invested by funds: $685M → $786M (+$101M)

5% more funds holding

Funds holding: 141148 (+7)

0.24% more ownership

Funds ownership: 65.68%65.92% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
63
Reduced
46
Closed
16
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
$261M +$1.38M +35,639 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$95.9M +$510K +13,182 +0.6%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$86.2M +$7.76M +200,670 +10%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$30.7M -$216K -5,597 -0.7%
LPL Financial
5
LPL Financial
California
$25.9M +$1.98M +51,256 +9%
Franklin Resources
6
Franklin Resources
California
$22M +$846K +21,883 +4%
NA
7
Nottingham Advisors
New York
$16.5M -$1.05M -27,127 -6%
UBS Group
8
UBS Group
Switzerland
$15M -$357K -9,240 -2%
TIA
9
Traphagen Investment Advisors
New Jersey
$12.7M +$424K +10,968 +4%
PAG
10
Private Advisor Group
New Jersey
$12.6M +$5.73M +148,252 +90%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.9M -$657K -17,002 -6%
RJA
12
Raymond James & Associates
Florida
$10.7M +$775K +20,051 +8%
NEPWA
13
New England Private Wealth Advisors
Massachusetts
$10.5M -$127K -3,277 -1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.78M -$249K -6,440 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.29M +$1.4M +36,085 +19%
TC
16
TAP Consulting
Missouri
$8.58M +$1.75M +45,295 +27%
BFA
17
Beaumont Financial Advisors
Massachusetts
$8.57M +$8.22M +212,553 New
FM
18
Foster & Motley
Ohio
$8.29M +$134K +3,478 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.11M +$427K +11,050 +6%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$7.04M +$516K +13,333 +8%
KAS
21
Kestra Advisory Services
Texas
$6.21M -$5.39M -139,441 -48%
SWA
22
Stratos Wealth Advisors
Ohio
$5.87M -$14K -363 -0.2%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$4.48M -$2.75K -71 -0.1%
BIAS
24
Beacon Investment Advisory Services
New Jersey
$4.22M +$370K +9,571 +10%
LWAC
25
Laurel Wealth Advisors (California)
California
$3.81M -$157K -4,068 -4%

SRVR Hedge Fund Activity: Q2 2021 in Review

148 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q2 2021, worth a combined $786M — up 15% from $685M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SRVR positions and 16 closed out — a net gain of 8 holders — while 63 added to existing stakes and 46 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $8.22M. The largest seller was Kestra Advisory Services, cutting an estimated $5.39M.

  • 148 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q2 2021, up from 141 in Q1 2021.
  • Funds reported $786M of Pacer Data & Infrastructure Real Estate ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 24 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q2 2021 and 16 closed out, a net change of +8 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q2 2021 was Beaumont Financial Advisors, an estimated $8.22M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q2 2021 was Kestra Advisory Services, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2021.