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PIMCO RAFI Multi-Factor International Equity ETF

33 hedge funds and large institutions have $233M invested in PIMCO RAFI Multi-Factor International Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

22% more funds holding

Funds holding: 2733 (+6)

2.34% more ownership

Funds ownership: 85.34%87.68% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $244M → $233M (-$10.1M)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
8
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Schiavi & Co
Delaware
$96.7M +$1.18M +38,450 +1%
SIM
2
Stratos Investment Management
Ohio
$37.9M -$4.48M -145,569 -10%
FC
3
Financial Consulate
Maryland
$35.4M +$1.89M +61,617 +5%
Mariner
4
Mariner
Kansas
$24.1M +$942K +30,629 +4%
AWM
5
Austin Wealth Management
Texas
$7.5M +$71.7K +2,333 +0.9%
Jane Street
6
Jane Street
New York
$5.89M +$3.16M +102,703 +106%
IA
7
IFC Advisors
California
$5.25M +$5.47M +177,792 New
SA
8
Sanctuary Advisors
Indiana
$4.15M +$66.2K +2,152 +2%
LPL Financial
9
LPL Financial
California
$2.23M +$799K +25,989 +52%
Wells Fargo
10
Wells Fargo
California
$1.74M -$2.45M -79,729 -58%
RCM
11
Riggs Capital Management
Utah
$1.54M +$1.6M +52,190 New
E
12
EntreWealth
Texas
$1.51M +$1.45M +47,035 New
FTUS
13
Flow Traders U.S.
New York
$1.41M +$1.47M +47,719 New
ML
14
McAdam LLC
Pennsylvania
$1.34M +$1.39M +45,332 New
WN
15
Williams & Novak
California
$1.19M -$446K -14,503 -26%
Raymond James Financial
16
Raymond James Financial
Florida
$1.04M +$1.09M +35,333 New
PAG
17
Private Advisor Group
New Jersey
$919K +$957K +31,127 New
JP Morgan Chase
18
JP Morgan Chase
New York
$733K -$39.6K -1,288 -5%
BWM
19
BKM Wealth Management
Wisconsin
$696K +$51.9K +1,688 +8%
JSL
20
JT Stratford LLC
Georgia
$527K -$52.7K -1,715 -9%
MSAM
21
Moloney Securities Asset Management
Missouri
$448K -$16K -519 -3%
RFN
22
Redwood Financial Network
Ohio
$420K -$2.64K -86 -0.6%
LSA
23
L & S Advisors
California
$284K -$129K -4,184 -30%
RWM
24
Riverbend Wealth Management
South Carolina
$226K +$235K +7,632 New
FMII
25
Farmers & Merchants Investments Inc
Nebraska
$177K

MFDX Hedge Fund Activity: Q4 2024 in Review

33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI Multi-Factor International Equity ETF (MFDX) for Q4 2024, worth a combined $233M — down 4.2% from $244M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MFDX positions and 6 closed out — a net gain of 8 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $3.16M. The largest seller was Stratos Investment Management, cutting an estimated $4.48M.

  • 33 institutional investors held PIMCO RAFI Multi-Factor International Equity ETF (MFDX) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $233M of PIMCO RAFI Multi-Factor International Equity ETF stock for Q4 2024, down 4.2% quarter-over-quarter.
  • 14 funds opened new PIMCO RAFI Multi-Factor International Equity ETF positions in Q4 2024 and 6 closed out, a net change of +8 holders.
  • The largest PIMCO RAFI Multi-Factor International Equity ETF buyer in Q4 2024 was Jane Street, an estimated $3.16M added.
  • The largest PIMCO RAFI Multi-Factor International Equity ETF seller in Q4 2024 was Stratos Investment Management, an estimated $4.48M sold.

Based on aggregated 13F filings for Q4 2024.