We are live on ! Find out more
SRVR icon

Pacer Data & Infrastructure Real Estate ETF

136 hedge funds and large institutions have $655M invested in Pacer Data & Infrastructure Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.47% less ownership

Funds ownership: 77.25%75.78% (-1.5%)

4% less funds holding

Funds holding: 142136 (-6)

12% less capital invested

Capital invested by funds: $743M → $655M (-$87.7M)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

62% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 69

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
26
Reduced
69
Closed
20
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
$351M -$13.9M -481,005 -4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$43.1M -$8.24M -284,615 -16%
GI
3
Gradient Investments
Minnesota
$38.1M +$724K +25,010 +2%
Morgan Stanley
4
Morgan Stanley
New York
$33.9M -$13.9M -479,240 -29%
Jane Street
5
Jane Street
New York
$26.4M -$18.8M -649,045 -42%
LPL Financial
6
LPL Financial
California
$17.5M -$2.22M -76,582 -11%
Franklin Resources
7
Franklin Resources
California
$11M -$6.75M -233,196 -38%
FM
8
Foster & Motley
Ohio
$10.8M +$776K +26,817 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.23M -$7.02M -242,377 -43%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.97M +$647K +22,341 +9%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.65M -$375K -12,946 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.31M +$81.2K +2,806 +1%
Chevy Chase Trust
13
Chevy Chase Trust
Maryland
$5.89M +$5.87M +202,910 New
RJA
14
Raymond James & Associates
Florida
$5.09M +$250K +8,651 +5%
SWA
15
Stratos Wealth Advisors
Ohio
$4.61M -$139K -4,793 -3%
UBS Group
16
UBS Group
Switzerland
$4.43M -$3.04M -104,836 -41%
NA
17
Nottingham Advisors
New York
$4.19M -$651K -22,470 -13%
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$3.98M -$1.14M -39,420 -22%
TC
19
TAP Consulting
Missouri
$3.74M -$295K -10,186 -7%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$3.39M -$465K -16,065 -12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.17M -$278K -9,609 -8%
MIH
22
Meitav Investment House
Israel
$2.88M
OMC
23
Old Mission Capital
Illinois
$2.32M +$1.5M +51,810 +183%
CA
24
CoreCap Advisors
Michigan
$2.28M -$310K -10,702 -12%
Stifel Financial
25
Stifel Financial
Missouri
$2.22M -$77.2K -2,667 -3%

SRVR Hedge Fund Activity: Q4 2022 in Review

136 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2022, worth a combined $655M — down 12% from $743M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SRVR and 16 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 26 added.

The largest buyer was Chevy Chase Trust, opening a new position worth an estimated $5.87M. The largest seller was Jane Street, cutting an estimated $18.8M.

  • 136 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2022, down from 142 in Q3 2022.
  • Funds reported $655M of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2022, down 12% quarter-over-quarter.
  • 16 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2022 and 20 closed out, a net change of -4 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2022 was Chevy Chase Trust, an estimated $5.87M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2022 was Jane Street, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2022.