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Pacer Data & Infrastructure Real Estate ETF
SRVR

107 hedge funds and large institutions have $299M invested in Pacer Data & Infrastructure Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

8.63% less ownership

Funds ownership: 72.22% → 63.59% (-8.6%)

12% less funds holding

Funds holding: 122 → 107 (-15)

21% less capital invested

Capital invested by funds: $380M → $299M (-$81.2M)

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

Holders
107
Holders Change
-15
Holders Change %
-12.3%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
43
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$3.73M
2
UBS Group
UBS Group
Switzerland
+$3.15M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.11M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.87M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34M
2
Morgan Stanley
Morgan Stanley
New York
-$26.4M
3
Jane Street
Jane Street
New York
-$8.99M
4
EWM
Elevatus Welath Management
New York
-$5.25M
5
MIH
Meitav Investment House
Israel
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$134M -$34M -1,180,669 -20%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$39M -$114K -3,965 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$24.5M -$26.4M -916,019 -52%
FM
4
Foster & Motley
Ohio
$10.7M +$521K +18,074 +5%
LPL Financial
5
LPL Financial
California
$9.53M -$821K -28,468 -8%
UBS Group
6
UBS Group
Switzerland
$6.72M +$3.15M +109,180 +87%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.74M -$836K -29,000 -15%
Franklin Resources
8
Franklin Resources
California
$4.4M +$37K +1,285 +0.8%
TC
9
TAP Consulting
Missouri
$3.97M +$456K +15,826 +13%
CCMG
10
Clark Capital Management Group
Pennsylvania
$3.71M +$3.73M +129,328 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.67M +$14.7K +511 +0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.63M +$1.87M +64,782 +104%
PAG
13
Private Advisor Group
New Jersey
$3.31M -$160K -5,539 -5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.21M +$1.38M +47,705 +74%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.15M +$2.11M +73,087 +199%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.88M +$1.17M +40,433 +67%
Wells Fargo
17
Wells Fargo
California
$2.84M +$1.07M +36,951 +60%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.75M -$594K -20,599 -18%
RJA
19
Raymond James & Associates
Florida
$2.39M -$22.3K -772 -0.9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.11M -$1.08M -37,384 -34%
CFD
21
Creative Financial Designs
Indiana
$2.05M +$111K +3,843 +6%
Stifel Financial
22
Stifel Financial
Missouri
$1.9M +$342K +11,863 +22%
CA
23
Cetera Advisors
Colorado
$1.81M +$459K +15,928 +34%
CM
24
Cornerstone Management
Georgia
$1.54M +$22.2K +769 +1%
AFAS
25
Acorn Financial Advisory Services
Virginia
$1.28M +$120K +4,155 +10%
1
2 3 4 5

SRVR Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q1 2024, worth a combined $299M — down 21% from $380M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SRVR and 10 opened new positions — a net loss of 15 holders — while 33 trimmed existing stakes and 43 added.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $3.73M. The largest seller was Bank of America, cutting an estimated $34M.

  • 107 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q1 2024, down from 122 in Q4 2023.
  • Funds reported $299M of Pacer Data & Infrastructure Real Estate ETF stock for Q1 2024, down 21% quarter-over-quarter.
  • 10 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q1 2024 and 25 closed out, a net change of -15 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q1 2024 was Clark Capital Management Group, an estimated $3.73M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q1 2024 was Bank of America, an estimated $34M sold.

Based on aggregated 13F filings for Q1 2024.