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PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM

Overview Fund Activity

38 hedge funds and large institutions have $82.6M invested in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
12
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.91M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.95M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18M
4
PPW
4
Pasadena Private Wealth
California
$915K
5
Jane Street
5
Jane Street
New York
$2.06M

Top Sellers

1
SC
1
Schiavi & Co
Delaware
$16.1M
2
MWM
2
Merriman Wealth Management
Washington
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$4.98M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$4.98M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$230K -$47K -2,451 -17%
WN
27
Williams & Novak
California
$201K +$201K +10,482 New
SPIA
28
Steward Partners Investment Advisory
New York
$122K +$122K +6,362 New
Wells Fargo
29
Wells Fargo
California
$116K -$959 -50 -0.8%
SOS
30
Silver Oak Securities
Tennessee
$92K +$92K +4,796 New
Osaic Holdings
31
Osaic Holdings
Arizona
$80.7K -$42.6K -2,219 -35%
ADL
32
Asset Dedication LLC
California
$61K – – –
MWM
33
Mascoma Wealth Management
New Hampshire
$42.2K – – –
IA
34
IFP Advisors
Florida
$33.3K +$33.3K +1,736 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$14K – – –
PGAM
36
Princeton Global Asset Management
New Jersey
$7.44K – – –
BWM
37
Baystate Wealth Management
Massachusetts
$3.58K +$39 +2 +1%
SAG
38
SageView Advisory Group
California
$1.4K +$1.4K +25,984 New
MWM
39
Merriman Wealth Management
Washington
– -$2.15M -118,837 Closed
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
– -$407K -21,400 Closed
OC
41
Oppenheimer & Co
New York
– -$255K -14,050 Closed
UBS Group
42
UBS Group
Switzerland
– -$2.34K -129 Closed
CFD
43
Creative Financial Designs
Indiana
– -$2.07K -114 Closed
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