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PIMCO RAFI Dynamic Multi-Factor US Equity ETF

24 hedge funds and large institutions have $140M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
5
Increased
11
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
1
Schiavi & Co
Delaware
$67.5M 1,361,835 +35,049 +3%
AWM
2
Austin Wealth Management
Texas
$28.6M 562,707 -1,081 -0.2%
BEAM
3
Baker Ellis Asset Management
Washington
$11.5M 231,578 +15,926 +7%
WN
4
Williams & Novak
California
$6.7M 135,145 +438 +0.3%
MIM
5
Marshall Investment Management
Colorado
$5.4M 107,778 +107,778 New
E
6
EntreWealth
Texas
$5.27M 105,161 +105,161 New
MSAM
7
Moloney Securities Asset Management
Missouri
$2.32M 46,737 +622 +1%
Goldman Sachs
8
Goldman Sachs
New York
$2.07M 41,717 -15,237 -27%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.94M 39,145 -8,719 -18%
Raymond James Financial
10
Raymond James Financial
Florida
$1.42M 28,616 +28,616 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.25M 25,229 -6,157 -20%
CS
12
Capital Square
Tennessee
$1.02M 19,604 +8,095 +70%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$976K 19,677 +5,166 +36%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$844K 17,013 +17,013 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$814K 16,424 +31 +0.2%
MML Investors Services
16
MML Investors Services
Massachusetts
$814K 16,424 +31 +0.2%
PAS
17
PKS Advisory Services
New York
$790K 15,938 +15,938 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$366K 7,371 +2,622 +55%
QCM
19
Quantinno Capital Management
New York
$282K 5,693 -2,424 -30%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$109K 2,199
Osaic Holdings
21
Osaic Holdings
Arizona
$107K 2,149 +68 +3%
SS
22
Sunbelt Securities
Texas
$42.3K 849 +304 +56%
Morgan Stanley
23
Morgan Stanley
New York
$10.4K 210 -68 -24%
Citadel Advisors
24
Citadel Advisors
Florida
-55,954 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$0 6 -933 -99%