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Pacer Data & Infrastructure Real Estate ETF

174 hedge funds and large institutions have $1.2B invested in Pacer Data & Infrastructure Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 14

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

23% more funds holding

Funds holding: 142174 (+32)

8% more capital invested

Capital invested by funds: $1.11B → $1.2B (+$87.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 73.02%72.31% (-0.71%)

Holders
174
Holders Change
+32
Holders Change %
+22.54%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
71
Reduced
33
Closed
14
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
$573M -$69.2M -1,701,784 -11%
Morgan Stanley
2
Morgan Stanley
New York
$115M +$5.47M +134,517 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$106M +$5.27M +129,655 +6%
LPL Financial
4
LPL Financial
California
$34.8M +$3.39M +83,456 +12%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.4M +$1.57M +38,677 +5%
Franklin Resources
6
Franklin Resources
California
$25.9M +$677K +16,644 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$16.1M +$1.19M +29,187 +8%
TIA
8
Traphagen Investment Advisors
New Jersey
$14.2M +$395K +9,711 +3%
UBS Group
9
UBS Group
Switzerland
$13.4M -$2.98M -73,293 -19%
FM
10
Foster & Motley
Ohio
$12.5M +$1.3M +31,919 +12%
PAG
11
Private Advisor Group
New Jersey
$12M -$5.17M -127,138 -31%
RJA
12
Raymond James & Associates
Florida
$11.5M -$130K -3,195 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.4M +$216K +5,319 +2%
TC
14
TAP Consulting
Missouri
$10.9M +$1.12M +27,445 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.7M +$267K +6,580 +3%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$10.6M -$640K -15,741 -6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.4M +$1.37M +33,804 +16%
Wells Fargo
18
Wells Fargo
California
$10M +$387K +9,529 +4%
NA
19
Nottingham Advisors
New York
$9.56M -$1.73M -42,522 -16%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$8.59M +$140K +3,449 +2%
SWA
21
Stratos Wealth Advisors
Ohio
$7.45M +$1.36M +33,570 +24%
KAS
22
Kestra Advisory Services
Texas
$5.28M -$1.35M -33,092 -21%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$5.1M +$79.8K +1,964 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.8M +$334K +8,205 +8%
Stifel Financial
25
Stifel Financial
Missouri
$4.64M +$499K +12,282 +13%

SRVR Hedge Fund Activity: Q4 2021 in Review

174 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2021, worth a combined $1.2B — up 7.9% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SRVR positions and 14 closed out — a net gain of 35 holders — while 71 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.47M. The largest seller was Bank of America, cutting an estimated $69.2M.

  • 174 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2021, up from 142 in Q3 2021.
  • Funds reported $1.2B of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 49 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2021 and 14 closed out, a net change of +35 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2021 was Morgan Stanley, an estimated $5.47M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2021 was Bank of America, an estimated $69.2M sold.

Based on aggregated 13F filings for Q4 2021.