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Pacer Data & Infrastructure Real Estate ETF
SRVR

142 hedge funds and large institutions have $1.11B invested in Pacer Data & Infrastructure Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 31

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more capital invested

Capital invested by funds: $786M → $1.11B (+$323M)

7.1% more ownership

Funds ownership: 65.92% → 73.02% (+7.1%)

4% less funds holding

Funds holding: 148 → 142 (-6)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
76
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$348M
2
Wells Fargo
Wells Fargo
California
+$8.47M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.87M
4
Morgan Stanley
Morgan Stanley
New York
+$6.02M
5
PAG
Private Advisor Group
New Jersey
+$3.79M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$8.57M
2
NA
Nottingham Advisors
New York
-$5.73M
3
LWAC
Laurel Wealth Advisors (California)
California
-$3.81M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.13M
5
PS
Portfolio Strategies
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$582M +$348M +8,486,946 +131%
Morgan Stanley
2
Morgan Stanley
New York
$98.2M +$6.02M +146,589 +6%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$90.6M +$7.87M +191,746 +9%
LPL Financial
4
LPL Financial
California
$28.1M +$3.22M +78,342 +12%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.6M -$2.13M -51,760 -7%
Franklin Resources
6
Franklin Resources
California
$22.6M +$1.45M +35,295 +6%
PAG
7
Private Advisor Group
New Jersey
$15.8M +$3.79M +92,199 +29%
UBS Group
8
UBS Group
Switzerland
$14.9M +$473K +11,522 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$13.4M +$3.06M +74,585 +28%
TIA
10
Traphagen Investment Advisors
New Jersey
$12.4M +$210K +5,113 +2%
RJA
11
Raymond James & Associates
Florida
$10.5M +$176K +4,299 +2%
NA
12
Nottingham Advisors
New York
$10.4M -$5.73M -139,463 -34%
NEPWA
13
New England Private Wealth Advisors
Massachusetts
$10.2M +$27.2K +663 +0.3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.1M +$660K +16,065 +7%
FM
15
Foster & Motley
Ohio
$9.99M +$2.1M +51,155 +25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.35M +$406K +9,892 +4%
TC
17
TAP Consulting
Missouri
$8.75M +$503K +12,246 +6%
Wells Fargo
18
Wells Fargo
California
$8.66M +$8.47M +206,326 +1,274%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.02M +$211K +5,136 +3%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$7.59M +$849K +20,687 +12%
KAS
21
Kestra Advisory Services
Texas
$6.03M +$49.1K +1,195 +0.8%
SWA
22
Stratos Wealth Advisors
Ohio
$5.39M -$284K -6,927 -5%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$4.51M +$201K +4,900 +4%
BIAS
24
Beacon Investment Advisory Services
New Jersey
$4.02M -$59.5K -1,450 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4M +$667K +16,249 +19%
1
2 3 4 5

SRVR Hedge Fund Activity: Q3 2021 in Review

142 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q3 2021, worth a combined $1.11B — up 41% from $786M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SRVR and 19 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 76 added.

The largest buyer was Bank of America, adding an estimated $348M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $8.57M sold.

  • 142 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q3 2021, down from 148 in Q2 2021.
  • Funds reported $1.11B of Pacer Data & Infrastructure Real Estate ETF stock for Q3 2021, up 41% quarter-over-quarter.
  • 19 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q3 2021 and 23 closed out, a net change of -4 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q3 2021 was Bank of America, an estimated $348M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q3 2021 was Beaumont Financial Advisors, an estimated $8.57M sold.

Based on aggregated 13F filings for Q3 2021.