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PIMCO RAFI Dynamic Multi-Factor US Equity ETF

20 hedge funds and large institutions have $124M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
1
Schiavi & Co
Delaware
$62.3M 1,313,907 -18,777 -1%
AWM
2
Austin Wealth Management
Texas
$26.3M 548,021 +3,738 +0.7%
BEAM
3
Baker Ellis Asset Management
Washington
$10.4M 220,307 +1,203 +0.5%
WN
4
Williams & Novak
California
$6.51M 137,361 -2,123 -2%
DAS
5
Dynamic Advisor Solutions
Arizona
$6.51M 137,361 +130 +0.1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.8M 58,962 -3,535 -6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$2.32M 48,979 -27,482 -36%
MSAM
8
Moloney Securities Asset Management
Missouri
$2.21M 46,664 -172 -0.4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.44M 30,351 +825 +3%
MML Investors Services
10
MML Investors Services
Massachusetts
$943K 19,882 -2,505 -11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$943K 19,882 -1,996 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$579K 12,201 -22,532 -65%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$381K 8,034 +8,034 New
Citadel Advisors
14
Citadel Advisors
Florida
$255K 5,384 +5,384 New
Osaic Holdings
15
Osaic Holdings
Arizona
$107K 2,266 +2,266 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$104K 2,199
US Bancorp
17
US Bancorp
Minnesota
$41.5K 876 +876 New
SS
18
Sunbelt Securities
Texas
$25.9K 545 +168 +45%
Morgan Stanley
19
Morgan Stanley
New York
$13.1K 277 +276 +27,600%
CAS
20
Coppell Advisory Solutions
Texas
$7.59K 160 +160 New
BCI
21
Brinker Capital Investments
Pennsylvania
-11,785 Closed
OPS
22
Orion Portfolio Solutions
Nebraska
-11,785 Closed
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
-6,264 Closed
CFGS
24
Concourse Financial Group Securities
Alabama