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PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF

34 hedge funds and large institutions have $91.3M invested in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0.66% more ownership

Funds ownership: 93.06%93.73% (+0.66%)

0% more funds holding

Funds holding: 3434 (0)

9% less capital invested

Capital invested by funds: $100M → $91.3M (-$8.85M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
10
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Schiavi & Co
Delaware
$16.8M +$55.9K +2,792 +0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.7M +$97K +4,851 +0.6%
PAS
3
Park Avenue Securities
New York
$12M +$96.5K +4,826 +0.8%
SA
4
Sanctuary Advisors
Indiana
$10.5M +$447K +22,369 +4%
PPW
5
Pasadena Private Wealth
California
$6.28M +$720K +36,005 +12%
AWM
6
Austin Wealth Management
Texas
$5.02M +$52.9K +2,642 +1%
ICMP
7
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.26M +$27.9K +1,394 +0.6%
BCI
8
Brinker Capital Investments
Pennsylvania
$3.56M -$367K -18,337 -9%
OPS
9
Orion Portfolio Solutions
Nebraska
$3.56M -$367K -18,337 -9%
SG
10
StoneX Group
New York
$2.34M +$2.46M +123,214 New
WN
11
Williams & Novak
California
$1.92M +$892K +44,581 +79%
LJAC
12
L.J. Altfest & Co
New York
$1.41M -$346K -17,317 -19%
E
13
EntreWealth
Texas
$1.07M +$1.03M +51,656 New
Jane Street
14
Jane Street
New York
$751K -$170K -8,475 -18%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$677K
MML Investors Services
16
MML Investors Services
Massachusetts
$666K +$110K +5,482 +19%
LPL Financial
17
LPL Financial
California
$617K -$73.5K -3,675 -10%
EAM
18
Empirical Asset Management
Massachusetts
$595K -$16.8K -839 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$538K -$27.1K -1,353 -5%
OMC
20
Old Mission Capital
Illinois
$527K +$127K +6,365 +30%
AQR Capital Management
21
AQR Capital Management
Connecticut
$415K -$580 -29 -0.1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$360K -$18.8K -940 -5%
MSAM
23
Moloney Securities Asset Management
Missouri
$359K -$141K -7,053 -27%
FTUS
24
Flow Traders U.S.
New York
$326K -$1.01M -50,516 -75%
Osaic Holdings
25
Osaic Holdings
Arizona
$302K -$12.8K -642 -4%

MFEM Hedge Fund Activity: Q4 2024 in Review

34 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) for Q4 2024, worth a combined $91.3M — down 8.8% from $100M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MFEM positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 16 trimmed.

The largest buyer was StoneX Group, opening a new position worth an estimated $2.46M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.81M sold.

  • 34 institutional investors held PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $91.3M of PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF stock for Q4 2024, down 8.8% quarter-over-quarter.
  • 5 funds opened new PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF buyer in Q4 2024 was StoneX Group, an estimated $2.46M added.
  • The largest PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF seller in Q4 2024 was Citadel Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2024.