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PIMCO RAFI Dynamic Multi-Factor US Equity ETF

13 hedge funds and large institutions have $53.9M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

8% more funds holding

Funds holding: 1213 (+1)

29.42% less ownership

Funds ownership: 90.47%61.05% (-29%)

54% less capital invested

Capital invested by funds: $116M → $53.9M (-$62.4M)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
1
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change

MFUS Hedge Fund Activity: Q1 2020 in Review

13 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) for Q1 2020, worth a combined $53.9M — down 54% from $116M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MFUS positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.32M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $29.3M sold.

  • 13 institutional investors held PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) as of Q1 2020, up from 12 in Q4 2019.
  • Funds reported $53.9M of PIMCO RAFI Dynamic Multi-Factor US Equity ETF stock for Q1 2020, down 54% quarter-over-quarter.
  • 4 funds opened new PIMCO RAFI Dynamic Multi-Factor US Equity ETF positions in Q1 2020 and 1 closed out, a net change of +3 holders.
  • The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF buyer in Q1 2020 was Morgan Stanley, an estimated $1.32M added.
  • The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF seller in Q1 2020 was Pacific Financial Group, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2020.