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Pacer Data & Infrastructure Real Estate ETF

106 hedge funds and large institutions have $251M invested in Pacer Data & Infrastructure Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.33% less ownership

Funds ownership: 60.87%60.55% (-0.33%)

2% less funds holding

Funds holding: 108106 (-2)

11% less capital invested

Capital invested by funds: $284M → $251M (-$32.2M)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
29
Reduced
37
Closed
15
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
$98.4M -$4.15M -132,540 -4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$38.4M -$264K -8,421 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$20.2M -$5.53M -176,845 -21%
UBS Group
4
UBS Group
Switzerland
$12.5M +$89.3K +2,853 +0.7%
FM
5
Foster & Motley
Ohio
$10.6M -$375K -11,974 -3%
LPL Financial
6
LPL Financial
California
$7.81M -$418K -13,355 -5%
Wells Fargo
7
Wells Fargo
California
$5.2M +$1.33M +42,485 +32%
Franklin Resources
8
Franklin Resources
California
$4.76M -$320K -10,214 -6%
TC
9
TAP Consulting
Missouri
$4.7M -$43.5K -1,389 -0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.13M -$806K -25,753 -16%
Stifel Financial
11
Stifel Financial
Missouri
$3.39M +$604K +19,308 +21%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.85M +$389K +12,436 +15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.39M -$1.45M -46,396 -37%
WAOTB
14
Wealth Advisors of Tampa Bay
Florida
$2.29M +$806K +25,760 +51%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.27M +$176K +5,613 +8%
Raymond James Financial
16
Raymond James Financial
Florida
$2.07M +$2.16M +69,111 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.03M +$702K +22,445 +50%
CM
18
Cornerstone Management
Georgia
$1.94M -$38.5K -1,231 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.92M -$32.2K -1,028 -2%
Ameriprise
20
Ameriprise
Minnesota
$1.59M -$791K -25,270 -32%
LJAC
21
L.J. Altfest & Co
New York
$1.52M -$598K -19,118 -27%
IWP
22
Invenio Wealth Partners
Florida
$1.43M +$1.49M +47,592 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1.41M +$248K +7,936 +20%
AFAS
24
Acorn Financial Advisory Services
Virginia
$1.33M -$61.7K -1,970 -4%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.29M -$82.6K -2,639 -6%

SRVR Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pacer Data & Infrastructure Real Estate ETF (SRVR) for Q4 2024, worth a combined $251M — down 11% from $284M a quarter earlier.

Fund positioning in SRVR was balanced in Q4 2024: 15 funds opened new positions, 15 closed out, 29 added to existing stakes and 37 trimmed.

The largest buyer was Invenio Wealth Partners, opening a new position worth an estimated $1.49M. The largest seller was Morgan Stanley, cutting an estimated $5.53M.

  • 106 institutional investors held Pacer Data & Infrastructure Real Estate ETF (SRVR) as of Q4 2024, down from 108 in Q3 2024.
  • Funds reported $251M of Pacer Data & Infrastructure Real Estate ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 15 funds opened new Pacer Data & Infrastructure Real Estate ETF positions in Q4 2024 and 15 closed out, a net change of 0 holders.
  • The largest Pacer Data & Infrastructure Real Estate ETF buyer in Q4 2024 was Invenio Wealth Partners, an estimated $1.49M added.
  • The largest Pacer Data & Infrastructure Real Estate ETF seller in Q4 2024 was Morgan Stanley, an estimated $5.53M sold.

Based on aggregated 13F filings for Q4 2024.