Pacer Data & Infrastructure Real Estate ETF (SRVR) Institutional Ownership

$27.29
+0.06 (+0.22%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Pacer Data & Infrastructure Real Estate ETF (NYSEARCA:SRVR)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.57M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.66M
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SRVR Institutional Buying and Selling by Quarter

Pacer Data & Infrastructure Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024 Patron Partners LLC8,830$253K0.2%+10.4%0.055%
4/23/2024 Nations Financial Group Inc. IA ADV28,715$823K0.1%-2.1%0.176%
2/20/2024 GLOBALT Investments LLC GA24,673$736K0.0%N/A0.121%
2/9/2024 Nations Financial Group Inc. IA ADV29,325$874K0.1%-5.5%0.143%
2/1/2024 Foster & Motley Inc.356,489$10.63M0.8%-11.8%1.743%
1/18/2024 Patron Partners LLC7,999$238K0.2%N/A0.039%
1/10/2024 Creative Financial Designs Inc. ADV67,717$2.02M0.2%+2.7%0.331%
10/24/2023 Foster & Motley Inc.404,316$10.47M0.9%-1.6%1.977%
8/10/2023Bessemer Group Inc.3,800$111K0.0%N/A0.019%
8/8/2023 Foster & Motley Inc.410,865$12.00M0.9%+1.1%2.009%
7/26/2023 Creative Financial Designs Inc. ADV57,943$1.69M0.2%+19.8%0.243%
5/9/2023 Foster & Motley Inc.406,566$12.06M1.0%+9.3%1.694%
4/28/2023 Janney Montgomery Scott LLC8,370$248K0.0%-61.2%0.035%
4/25/2023 Creative Financial Designs Inc. ADV48,352$1.43M0.2%+12.4%0.201%
3/6/2023OLD Mission Capital LLC80,108$2.33M0.1%+183.1%0.288%
2/10/2023CoreCap Advisors LLC78,429$2.28M0.2%-12.0%0.282%
2/9/2023 Sowell Financial Services LLC32,973$957K0.1%-38.0%0.118%
2/9/2023 Foster & Motley Inc.372,090$10.80M0.9%+7.8%1.336%
2/1/2023 Janney Montgomery Scott LLC21,565$626K0.0%-30.1%0.077%
1/31/2023Community Bank N.A.4,035$117K0.0%-12.7%0.014%
1/25/2023 Mayflower Financial Advisors LLC7,517$218K0.0%N/A0.027%
1/19/2023 Mayflower Financial Advisors LLC7,517$218K0.1%N/A0.026%
12/2/2022American Trust9,935$284K0.0%+45.6%0.030%
11/15/2022 Signature Securities Group Corporation3,054$87K0.0%N/A0.010%
11/15/2022Partners Capital Investment Group LLP9,326$267K0.0%N/A0.029%
11/14/2022OLD Mission Capital LLC28,298$810K0.0%N/A0.086%
11/4/2022 Foster & Motley Inc.345,273$9.89M0.9%+4.7%1.054%
11/3/2022 Bogart Wealth LLC1,250$36K0.0%N/A0.004%
11/2/2022 Hudock Inc.2,176$62K0.0%-44.1%0.007%
10/31/2022Green Square Capital Advisors LLC134,266$3.84M0.7%-37.9%0.410%
10/25/2022 Janney Montgomery Scott LLC30,873$884K0.0%+3.5%0.094%
10/17/2022 WealthCare Investment Partners LLC8,391$240K0.2%+37.4%0.025%
9/16/2022 Private Trust Co. NA9,257$319K0.0%N/A0.027%
8/11/2022CoreCap Advisors LLC85,368$2.94M0.2%+8.1%0.251%
8/9/2022 Foster & Motley Inc.329,805$11.36M1.0%+5.0%0.970%
8/3/2022 Janney Montgomery Scott LLC29,832$1.04M0.0%-6.3%0.088%
8/1/2022 Creative Financial Designs Inc. ADV43,436$1.50M0.2%+3.4%0.128%
7/29/2022 Patriot Financial Group Insurance Agency LLC5,546$191K0.0%-51.7%0.016%
7/26/2022Community Bank N.A.4,605$158K0.0%-84.4%0.014%
7/20/2022Green Square Capital Advisors LLC216,116$7.44M1.4%-3.1%0.657%
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7/18/2022 WealthCare Investment Partners LLC6,106$210K0.2%N/A0.019%
6/8/2022American Trust6,683$261K0.0%N/A0.019%
5/27/2022Garde Capital Inc.7,488$292K0.0%-11.3%0.022%
5/11/2022 Patriot Financial Group Insurance Agency LLC11,489$449K0.1%+17.5%0.034%
5/10/2022 Aaron Wealth Advisors LLC15,264$391K0.0%N/A0.045%
5/10/2022Tcwp LLC829$32K0.0%N/A0.002%
5/5/2022Community Bank N.A.29,605$1.16M0.1%-40.7%0.086%
5/5/2022Green Square Capital Advisors LLC223,038$8.71M1.4%+12.3%0.651%
5/2/2022 Hudock Inc.3,869$151K0.0%-36.6%0.011%
5/2/2022 Arkadios Wealth Advisors50,237$1.96M0.3%-33.2%0.145%
4/29/2022CoreCap Advisors LLC78,944$3.08M0.2%+8.6%0.228%
4/28/2022 Foster & Motley Inc.314,163$12.27M1.0%+8.8%0.905%
4/15/2022 WealthBridge Capital Management LLC15,700$613K0.2%-10.0%0.045%
4/15/2022 Creative Financial Designs Inc. ADV41,990$1.64M0.2%-22.7%0.121%
4/8/2022 Alaska Permanent Capital Management15,757$615K0.1%N/A0.044%
3/8/2022Green Square Capital Advisors LLC198,578$8.59M1.7%+1.8%0.537%
2/10/2022 Tsfg LLC2,896$125K0.0%-16.2%0.008%
2/10/2022 Nations Financial Group Inc. IA ADV17,075$739K0.1%+3.6%0.046%
2/9/2022 Sowell Financial Services LLC45,171$1.96M0.1%+0.8%0.123%
2/9/2022Baird Financial Group Inc.26,518$1.15M0.0%-5.5%0.072%
2/8/2022 West Bancorporation Inc.674$29K0.0%N/A0.002%
2/3/2022 Arkadios Wealth Advisors75,240$3.26M0.4%+16.4%0.204%
2/2/2022 Sigma Planning Corp4,630$200K0.0%N/A0.013%
1/28/2022 Amplius Wealth Advisors LLC877$37K0.0%N/A0.002%
1/27/2022Community Bank N.A.49,955$2.16M0.2%-9.1%0.134%
1/27/2022 Janney Montgomery Scott LLC41,439$1.79M0.0%+31.2%0.111%
1/26/2022 Creative Financial Designs Inc. ADV54,306$2.35M0.4%+4.7%0.146%
1/25/2022 Foster & Motley Inc.288,641$12.49M1.0%+12.4%0.773%
1/18/2022 Lindbrook Capital LLC3,175$137K0.0%N/A0.008%
1/10/2022 Patriot Financial Group Insurance Agency LLC9,779$423K0.1%-11.3%0.025%
11/24/2021 Patriot Financial Group Insurance Agency LLC11,029$429K0.1%-13.0%0.029%
11/16/2021Captrust Financial Advisors8,926$347K0.0%+7.7%0.022%
11/12/2021 Nations Financial Group Inc. IA ADV16,475$641K0.1%+3.1%0.041%
11/4/2021 Sowell Financial Services LLC44,807$1.74M0.1%-10.8%0.112%
10/29/2021GWM Advisors LLC55,848$2.17M0.1%+27.1%0.140%
10/29/2021 Janney Montgomery Scott LLC31,596$1.23M0.0%+6.9%0.079%
10/29/2021 Foster & Motley Inc.256,722$9.99M0.8%+24.9%0.645%
10/28/2021Community Bank N.A.54,955$2.14M0.3%-26.9%0.139%
10/19/2021 Arkadios Wealth Advisors64,619$2.51M0.4%+5.9%0.166%
10/19/2021Green Square Capital Advisors LLC195,129$7.59M1.7%+11.9%0.500%
10/12/2021 Tsfg LLC3,454$134K0.1%+18.6%0.009%
10/8/2021 Creative Financial Designs Inc. ADV51,878$2.02M0.3%+13.5%0.133%
8/19/2021Garde Capital Inc.8,442$341K0.0%+12.7%0.022%
8/17/2021 Nations Financial Group Inc. IA ADV15,975$644K0.1%+6.0%0.041%
8/17/2021 Navis Wealth Advisors LLC10,575$427K0.4%-19.1%0.027%
8/13/2021Steward Partners Investment Advisory LLC73,165$2.95M0.0%-1.4%0.190%
8/13/2021 Eudaimonia Partners LLC5,375$217K0.0%+58.8%0.014%
8/10/2021 PSI Advisors LLC5,436$219K0.1%N/A0.014%
8/9/2021 Hudock Inc.6,071$244K0.1%+86.7%0.016%
8/5/2021 Sowell Financial Services LLC50,214$2.03M0.1%+3.1%0.131%
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Millions of Unsuspecting Americans Could be Wiped Out… Yet those who watch this bombshell exposé and prepare before it’s too late could have the chance to protect their financial future and grow their wealth significantly.

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8/3/2021Community Bank N.A.75,150$3.03M0.4%-2.6%0.196%
8/1/2021 Patriot Financial Group Insurance Agency LLC12,679$511K0.1%+25.3%0.033%
7/31/2021Green Square Capital Advisors LLC174,442$7.04M1.9%+8.3%0.455%
7/31/2021 Creative Financial Designs Inc. ADV45,705$1.84M0.3%+3.4%0.119%
7/31/2021 Arkadios Wealth Advisors61,025$2.46M0.3%+36.3%0.159%
7/31/2021GWM Advisors LLC43,930$1.77M0.0%+10.4%0.115%
7/31/2021 Tsfg LLC2,912$117K0.0%N/A0.008%
5/18/2021Flow Traders U.S. LLC16,487$597K0.0%N/A0.056%
5/18/2021 MBA Advisors LLC10,545$382K0.2%N/A0.036%
5/17/2021 Eudaimonia Partners LLC3,385$123K0.0%-33.9%0.012%
(Data available from 1/1/2016 forward)

SRVR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SRVR shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Pacer Data & Infrastructure Real Estate ETF. The most heavily invested institutionals were Foster & Motley Inc. ($10.63M), Green Square Capital Advisors LLC ($3.84M), OLD Mission Capital LLC ($2.33M), CoreCap Advisors LLC ($2.28M), Creative Financial Designs Inc. ADV ($2.02M), Sowell Financial Services LLC ($957K), and Nations Financial Group Inc. IA ADV ($823K).Learn more on SRVR's institutional investors.

Which institutional investors have been buying Pacer Data & Infrastructure Real Estate ETF stock?

Of the 15 institutional investors that purchased Pacer Data & Infrastructure Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foster & Motley Inc. ($96.70K), OLD Mission Capital LLC ($80.11K), GLOBALT Investments LLC GA ($24.67K), Creative Financial Designs Inc. ADV ($18.18K), Mayflower Financial Advisors LLC ($15.03K), American Trust ($9.80K), and Partners Capital Investment Group LLP ($9.33K).

How much institutional buying is happening at Pacer Data & Infrastructure Real Estate ETF?

Institutional investors have bought a total of 295,868 shares in the last 24 months. This purchase volume represents approximately $8.89M in transactions.

Which Pacer Data & Infrastructure Real Estate ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Pacer Data & Infrastructure Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Green Square Capital Advisors LLC ($88.77K), Foster & Motley Inc. ($54.38K), Community Bank N.A. ($25.59K), Janney Montgomery Scott LLC ($24.50K), Sowell Financial Services LLC ($20.22K), CoreCap Advisors LLC ($10.70K), and Patriot Financial Group Insurance Agency LLC ($5.94K).

How much institutional selling is happening at Pacer Data & Infrastructure Real Estate ETF?

Institutional investors have sold a total of 235,098 shares in the last 24 months. This volume of shares sold represents approximately $7.04M in transactions.


This page (NYSEARCA:SRVR) was last updated on 5/14/2024 by MarketBeat.com Staff

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