PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
15 hedge funds and large institutions have $81.9M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
15% more funds holding
Funds holding: 13 → 15 (+2)
4% more capital invested
Capital invested by funds: $78.6M → $81.9M (+$3.29M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.89% less ownership
Funds ownership: 68.33% → 66.44% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Schiavi & Co
Wilmington,
Delaware
|
+$3.97M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.55M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$863K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$334K |
| 5 |
BEAM
Baker Ellis Asset Management
Vancouver,
Washington
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.35M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$252K |
| 4 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$49.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.76K |
MFUS Hedge Fund Activity: Q1 2023 in Review
15 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) for Q1 2023, worth a combined $81.9M — up 4.2% from $78.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MFUS positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Schiavi & Co, adding an estimated $3.97M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.62M.
- 15 institutional investors held PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) as of Q1 2023, up from 13 in Q4 2022.
- Funds reported $81.9M of PIMCO RAFI Dynamic Multi-Factor US Equity ETF stock for Q1 2023, up 4.2% quarter-over-quarter.
- 4 funds opened new PIMCO RAFI Dynamic Multi-Factor US Equity ETF positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF buyer in Q1 2023 was Schiavi & Co, an estimated $3.97M added.
- The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2023.