Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (SRVR)

102 + Investors. Track Smart Money conviction in SRVR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — SRVR

Based on 102 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SRVR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
102 funds currently hold this stock — 87% of the 3.0-year high of 117 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold SRVR compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 41% buying

47 buying68 selling
Last quarter: 68 funds reduced or exited vs 47 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 14 → 28 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 24% medium 21% new
57 out of 102 hedge funds have held SRVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

16 → 19 → 14 → 28 → 20 new funds/Q
New funds entering each quarter: 19 → 14 → 28 → 20. A growing number of institutions are discovering SRVR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 11% 1-2yr 25% new
Of 102 current holders: 66 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 84% AUM from top-100 funds

84% from top-100 AUM funds
17 of 102 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in SRVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SRVR

In 2026 Q1, 47 hedge funds were net buyers of SRVR (20 opened a new position, 27 added to an existing one), while 68 reduced or exited (33 trimmed, 35 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 84% of total institutional value in SRVR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 102.

Hedge Fund Ownership: SRVR

How many hedge funds hold SRVR — quarterly history vs. share price
Quarterly hedge fund ownership of SRVR vs. share price

Market Analysis: SRVR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRVR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pacer Fds Tr (SRVR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SRVR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SRVR
+7.6%
SPY
+13.9%

SRVR outperformed SPY by -6.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SRVR
-0.1%
SPY
+0.2%

Since the filing became public, SRVR outperformed SPY by -0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SRVR
102 + Investors

Track Smart Money conviction in SRVR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 102 117 -12.82%
13F Shares 8M 8M -3.29%
Total Value $230M $235M -2.32%
New Positions 20 28 -8
Increased Positions 27 25 +2
Closed Positions 35 16 +19
Reduced Positions 33 37 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SRVR

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Institutional Holders (2026 Q1)

102 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRVR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SRVR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 One Wealth Map LLC 0.68% 40,782 $1.4M
2 Invenio Wealth Partners LLC 0.54% 43,642 $1.4M
3 Baron Financial Group, LLC 0.40% 23,910 $746K
4 Private Wealth Advisors, LLC 0.40% 45,326 $1.4M
5 Krilogy Financial LLC 0.26% 231,330 $8.0M
6 Cornerstone Management, Inc. 0.21% 42,082 $1.3M
7 Patron Partners, LLC 0.17% 11,976 $374K
8 Proactive Wealth Strategies LLC 0.15% 24,869 $776K
9 Acorn Financial Advisory Services Inc /Adv 0.14% 32,162 $1.0M
10 Stelac Advisory Services LLC 0.11% 17,000 $531K
11 Endowment Wealth Management, Inc. 0.10% 6,974 $218K
12 Awm Capital, LLC 0.08% 30,000 $937K
13 Lunt Capital Management, Inc. 0.08% 6,935 $217K
14 Copia Wealth Management 0.07% 3,235 $101K
15 Advyzon Investment Management, LLC 0.03% 10,170 $318K
16 Northwestern Mutual Wealth Management Co 0.02% 1,223,466 $38.2M
17 OneAscent Financial Services LLC 0.02% 12,463 $389K
18 GLOBALT Investments LLC / GA 0.02% 14,953 $467K
19 Bryn Mawr Trust Advisors, LLC 0.02% 10,476 $327K
20 IHT Wealth Management, LLC 0.02% 21,746 $679K
21 Investors Portfolio Services LLC 0.01% 474 $15K
22 Independent Financial Group, LLC 0.01% 10,984 $343K
23 Partners Capital Investment Group, LLP 0.01% 8,667 $271K
24 Benson Wealth Management INC 0.01% 151 $5K
25 Summit Financial, LLC 0.01% 16,046 $501K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pacer Fds Tr (SRVR)

What does the Smart Money Trend signal show for SRVR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SRVR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SRVR?

More sellers than buyers — 41% buying: Last quarter: 68 funds reduced or exited vs 47 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SRVR holders?

Elite ownership — 84% AUM from top-100 funds: 17 of 102 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in SRVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SRVR?

56% of holders stayed for 2+ years: 57 out of 102 hedge funds have held SRVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pacer Fds Tr (SRVR) following the 2026 Q1 hedge fund 13F filings?

As of today, SRVR has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), SRVR has gained +7.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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