PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
18 hedge funds and large institutions have $114M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 17 → 18 (+1)
3.01% more ownership
Funds ownership: 83.58% → 86.59% (+3%)
6% more capital inflows, than outflows
Capital inflows: $6.95M | Capital outflows: $6.55M
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$928K |
| 2 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$261K |
| 3 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$169K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$86.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$44.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Schiavi & Co
Wilmington,
Delaware
|
-$3.93M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.05M |
| 3 |
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$427K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$372K |
| 5 |
JP Morgan Chase
New York
|
-$257K |
MFUS Hedge Fund Activity: Q4 2023 in Review
18 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) for Q4 2023, worth a combined $114M — up 10% from $104M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MFUS positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $928K. The largest seller was Schiavi & Co, cutting an estimated $3.93M.
- 18 institutional investors held PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $114M of PIMCO RAFI Dynamic Multi-Factor US Equity ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 3 funds opened new PIMCO RAFI Dynamic Multi-Factor US Equity ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $928K added.
- The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF seller in Q4 2023 was Schiavi & Co, an estimated $3.93M sold.
Based on aggregated 13F filings for Q4 2023.