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PIMCO RAFI Dynamic Multi-Factor US Equity ETF
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11 hedge funds and large institutions have $65.3M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0% more capital invested

Capital invested by funds: $65.2M → $65.3M (+$38.1K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.87% less ownership

Funds ownership: 74.53% → 67.66% (-6.9%)

8% less funds holding

Funds holding: 12 → 11 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
5
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.52M
2
AWS
Atria Wealth Solutions
New York
+$1.7M
3
BCI
Brinker Capital Investments
Pennsylvania
+$835K
4
SC
Schiavi & Co
Delaware
+$307K
5
BEAM
Baker Ellis Asset Management
Washington
+$303K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.93M
2
MSAM
Moloney Securities Asset Management
Missouri
-$58K
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14K
4
UBS Group
UBS Group
Switzerland
-$8K
5
Wells Fargo
Wells Fargo
California
-$4.93K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1
Schiavi & Co
Delaware
$44.8M +$307K +8,217 +0.6%
BEAM
2
Baker Ellis Asset Management
Washington
$7.19M +$303K +8,120 +4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.12M +$2.52M +67,386 +82%
AWS
4
Atria Wealth Solutions
New York
$4.02M +$1.7M +45,598 +64%
MSAM
5
Moloney Securities Asset Management
Missouri
$1.6M -$58K -1,553 -3%
Citadel Advisors
6
Citadel Advisors
Florida
$1.57M +$254K +6,788 +17%
BCI
7
Brinker Capital Investments
Pennsylvania
$765K +$835K +22,351 New
IA
8
IFP Advisors
Florida
$168K – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$26K -$1.93M -51,659 -99%
Wells Fargo
10
Wells Fargo
California
$20K -$4.93K -132 -18%
Osaic Holdings
11
Osaic Holdings
Arizona
$1K – – –
Fidelity Investments
12
Fidelity Investments
Massachusetts
– -$14K -400 Closed
UBS Group
13
UBS Group
Switzerland
– -$8K -220 Closed