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

Pacer Data & Infrastructure Real Estate ETF logo
$31.06 -0.04 (-0.12%)
As of 11:18 AM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Data & Infrastructure Real Estate ETF (NYSEARCA:SRVR)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$2.09M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.01M
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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
5/8/2025 Foster & Motley Inc.363,918$10.68M0.7%+2.8%2.767%
5/7/2025 GLOBALT Investments LLC GA18,155$533K0.0%-9.7%0.138%
4/24/2025 Patron Partners LLC13,648$401K0.2%+22.7%0.104%
4/17/2025 Copia Wealth Management1,912$56K0.1%+50.3%0.014%
3/6/2025 Copia Wealth Management1,272$38K0.0%N/A0.009%
2/17/2025 Ameriprise Financial Inc.53,183$1.59M0.0%-32.2%0.331%
2/12/2025 Invenio Wealth Partners LLC47,592$1.43M0.6%N/A0.297%
2/12/2025 JPMorgan Chase & Co.3,786$114K0.0%+717.7%0.024%
2/10/2025 GLOBALT Investments LLC GA20,107$603K0.0%-2.4%0.125%
1/24/2025 Patron Partners LLC11,119$333K0.2%+16.9%0.069%
1/23/2025 Foster & Motley Inc.353,856$10.61M0.7%-3.3%2.205%
11/13/2024 Private Trust Co. NA1,950$63K0.0%+550.0%0.012%
11/7/2024 GLOBALT Investments LLC GA20,593$662K0.0%-2.7%0.128%
11/5/2024 Nations Financial Group Inc. IA ADV10,859$349K0.0%-58.0%0.068%
10/30/2024 Foster & Motley Inc.365,830$11.76M0.7%-0.2%2.279%
10/28/2024 Creative Financial Designs Inc. ADV75,586$2.43M0.2%+0.8%0.471%
8/6/2024 Patron Partners LLC9,432$258K0.2%+6.8%0.059%
8/3/2024 Foster & Motley Inc.366,745$10.03M0.7%-2.1%2.285%
7/29/2024 Nations Financial Group Inc. IA ADV25,869$707K0.1%-9.9%0.161%
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%
8/10/2023 Bessemer 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%
3/6/2023 OLD Mission Capital LLC80,108$2.33M0.1%+183.1%0.288%
2/10/2023 CoreCap 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%
1/31/2023 Community Bank N.A.4,035$117K0.0%-12.7%0.014%
1/25/2023 Mayflower Financial Advisors LLC7,517$218K0.0%N/A0.027%
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1/19/2023 Mayflower Financial Advisors LLC7,517$218K0.1%N/A0.026%
12/2/2022 American Trust9,935$284K0.0%+45.6%0.030%
11/15/2022 Signature Securities Group Corporation3,054$87K0.0%N/A0.010%
11/15/2022 Partners Capital Investment Group LLP9,326$267K0.0%N/A0.029%
11/14/2022 OLD 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%
10/31/2022 Green 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%
8/11/2022 CoreCap 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%
7/26/2022 Community Bank N.A.4,605$158K0.0%-84.4%0.014%
7/20/2022 Green Square Capital Advisors LLC216,116$7.44M1.4%-3.1%0.657%
7/18/2022 WealthCare Investment Partners LLC6,106$210K0.2%N/A0.019%
6/8/2022 American Trust6,683$261K0.0%N/A0.019%
5/27/2022 Garde 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%
5/5/2022 Community Bank N.A.29,605$1.16M0.1%-40.7%0.086%
5/5/2022 Green 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%
4/29/2022 CoreCap 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%
3/8/2022 Green 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%
2/9/2022 Baird 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%
1/27/2022 Community 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%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
11/16/2021 Captrust 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%
10/29/2021 GWM 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%
10/28/2021 Community 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%
10/19/2021 Green Square Capital Advisors LLC195,129$7.59M1.7%+11.9%0.500%
10/12/2021 Tsfg LLC3,454$134K0.1%+18.6%0.009%
(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, 11 institutional investors and hedge funds held shares of Pacer Data & Infrastructure Real Estate ETF. The most heavily invested institutionals were Foster & Motley Inc. ($10.68M), Creative Financial Designs Inc. ADV ($2.43M), Ameriprise Financial Inc. ($1.59M), Invenio Wealth Partners LLC ($1.43M), GLOBALT Investments LLC GA ($533K), Patron Partners LLC ($401K), and Nations Financial Group Inc. IA ADV ($349K).Learn more on SRVR's institutional investors.

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

Of the 9 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: Invenio Wealth Partners LLC ($47.59K), GLOBALT Investments LLC GA ($24.67K), Foster & Motley Inc. ($14.36K), Patron Partners LLC ($13.57K), Creative Financial Designs Inc. ADV ($11.98K), Bessemer Group Inc. ($3.80K), and JPMorgan Chase & Co. ($3.32K).

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

Institutional investors have bought a total of 122,859 shares in the last 24 months. This purchase volume represents approximately $3.66M in transactions.

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

The following institutional investors have sold Pacer Data & Infrastructure Real Estate ETF stock in the last 24 months: Foster & Motley Inc. ($75.08K), Ameriprise Financial Inc. ($25.27K), Nations Financial Group Inc. IA ADV ($20.18K), and GLOBALT Investments LLC GA ($3.02K).

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

Institutional investors have sold a total of 123,555 shares in the last 24 months. This volume of shares sold represents approximately $3.67M in transactions.



This page (NYSEARCA:SRVR) was last updated on 5/23/2025 by MarketBeat.com Staff
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