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PIMCO RAFI Dynamic Multi-Factor US Equity ETF

32 hedge funds and large institutions have $179M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 3132 (+1)

3% more capital invested

Capital invested by funds: $173M → $179M (+$5.71M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.5% less ownership

Funds ownership: 81.47%77.97% (-3.5%)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
14
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Schiavi & Co
Delaware
$76.1M +$1.85M +31,175 +2%
AWM
2
Austin Wealth Management
Texas
$26.4M -$9.21M -155,584 -26%
FC
3
Financial Consulate
Maryland
$15.4M +$11.1M +187,326 +246%
BEAM
4
Baker Ellis Asset Management
Washington
$13.4M +$22.1K +373 +0.2%
MIM
5
Marshall Investment Management
Colorado
$11.4M +$2.42M +40,906 +27%
WN
6
Williams & Novak
California
$8.57M +$80.3K +1,357 +0.9%
E
7
EntreWealth
Texas
$8.42M +$185K +3,118 +2%
Goldman Sachs
8
Goldman Sachs
New York
$2.79M -$1.91M -32,340 -40%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.78M -$2.16M -36,488 -43%
Citadel Advisors
10
Citadel Advisors
Florida
$2.24M +$529K +8,941 +30%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.12M +$263K +4,441 +14%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.51M +$30.7K +519 +2%
LPL Financial
13
LPL Financial
California
$1.27M +$178 +3 +0%
FGC
14
First Growth Capital
Maryland
$1.13M +$14.9K +252 +1%
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$836K +$135K +2,273 +19%
MAWAG
16
Mid-American Wealth Advisory Group
Missouri
$753K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$573K -$101K -1,700 -15%
AQR Capital Management
18
AQR Capital Management
Connecticut
$558K
CIA
19
Caerus Investment Advisors
Texas
$558K
Raymond James Financial
20
Raymond James Financial
Florida
$488K -$1.07M -18,026 -68%
IWC
21
Integrated Wealth Concepts
Massachusetts
$464K +$470K +7,946 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$461K +$467K +7,897 New
Wells Fargo
23
Wells Fargo
California
$182K -$22.8K -386 -11%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$160K +$30.5K +515 +23%
Osaic Holdings
25
Osaic Holdings
Arizona
$85.4K -$113K -1,916 -57%

MFUS Hedge Fund Activity: Q1 2026 in Review

32 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) for Q1 2026, worth a combined $179M — up 3.3% from $173M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MFUS positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Financial Consulate, adding an estimated $11.1M. The largest seller was Austin Wealth Management, cutting an estimated $9.21M.

  • 32 institutional investors held PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) as of Q1 2026, up from 31 in Q4 2025.
  • Funds reported $179M of PIMCO RAFI Dynamic Multi-Factor US Equity ETF stock for Q1 2026, up 3.3% quarter-over-quarter.
  • 5 funds opened new PIMCO RAFI Dynamic Multi-Factor US Equity ETF positions in Q1 2026 and 4 closed out, a net change of +1 holder.
  • The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF buyer in Q1 2026 was Financial Consulate, an estimated $11.1M added.
  • The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF seller in Q1 2026 was Austin Wealth Management, an estimated $9.21M sold.

Based on aggregated 13F filings for Q1 2026.