PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 111 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,621 | +10.1% | 18,602 | +24.2% | 0.05% | +36.1% |
| Q2 2023 | $437,509 | +2.1% | 14,983 | +3.7% | 0.04% | -16.3% |
| Q1 2023 | $428,372 | +32.0% | 14,447 | +29.2% | 0.04% | +48.3% |
| Q4 2022 | $324,639 | +4.1% | 11,186 | +2.6% | 0.03% | -3.3% |
| Q3 2022 | $312,000 | -16.4% | 10,904 | +1.7% | 0.03% | -11.8% |
| Q2 2022 | $373,000 | -10.3% | 10,720 | +0.6% | 0.03% | +6.2% |
| Q1 2022 | $416,000 | -15.6% | 10,654 | -6.4% | 0.03% | -17.9% |
| Q4 2021 | $493,000 | -9.9% | 11,386 | -19.0% | 0.04% | -22.0% |
| Q3 2021 | $547,000 | – | 14,053 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advisory Resource Group | 184,228 | $6,509,000 | 3.82% |
| New England Private Wealth Advisors LLC | 304,590 | $10,759,000 | 2.70% |
| Hill Winds Capital LP | 85,000 | $3,003,000 | 2.39% |
| NOTTINGHAM ADVISORS, INC. | 421,857 | $14,988,000 | 1.94% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 123,494 | $4,363,000 | 1.78% |
| Fulcrum Equity Management | 66,932 | $2,365,000 | 1.10% |
| Laurel Wealth Advisors, Inc. | 120,021 | $4,240,000 | 0.70% |
| FOSTER & MOTLEY INC | 163,948 | $5,792,000 | 0.68% |
| Shepherd Financial Partners LLC | 80,225 | $2,834,000 | 0.67% |
| Indie Asset Partners, LLC | 14,100 | $498,000 | 0.62% |