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PIMCO RAFI Dynamic Multi-Factor US Equity ETF

28 hedge funds and large institutions have $141M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

17% more funds holding

Funds holding: 2428 (+4)

1% more capital invested

Capital invested by funds: $140M → $141M (+$1.29M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.67% less ownership

Funds ownership: 84.61%82.94% (-1.7%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.38%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
12
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Schiavi & Co
Delaware
$67.4M -$1.04M -20,368 -1%
AWM
2
Austin Wealth Management
Texas
$27.5M +$227K +4,437 +0.8%
BEAM
3
Baker Ellis Asset Management
Washington
$11.5M -$122K -2,380 -1%
WN
4
Williams & Novak
California
$7.19M +$444K +8,699 +6%
E
5
EntreWealth
Texas
$5.5M +$219K +4,288 +4%
MIM
6
Marshall Investment Management
Colorado
$3.94M -$1.5M -29,333 -27%
JP Morgan Chase
7
JP Morgan Chase
New York
$3.63M +$2.4M +46,998 +186%
Goldman Sachs
8
Goldman Sachs
New York
$2.72M +$639K +12,517 +30%
MSAM
9
Moloney Securities Asset Management
Missouri
$2.32M -$27.2K -532 -1%
Raymond James Financial
10
Raymond James Financial
Florida
$1.44M +$5.46K +107 +0.4%
CS
11
Capital Square
Tennessee
$1.27M +$289K +5,660 +29%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.15M +$1.17M +22,969 +382,817%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.13M +$140K +2,749 +14%
MML Investors Services
14
MML Investors Services
Massachusetts
$726K -$101K -1,974 -12%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$726K -$101K -1,974 -12%
Wells Fargo
16
Wells Fargo
California
$598K +$608K +11,907 New
Citadel Advisors
17
Citadel Advisors
Florida
$535K +$544K +10,646 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$400K +$30.7K +602 +8%
LPL Financial
19
LPL Financial
California
$383K +$389K +7,625 New
PAS
20
PKS Advisory Services
New York
$322K -$487K -9,529 -60%
MAWAG
21
Mid-American Wealth Advisory Group
Missouri
$279K +$284K +5,555 New
QCM
22
Quantinno Capital Management
New York
$245K -$41.7K -817 -14%
Osaic Holdings
23
Osaic Holdings
Arizona
$238K +$132K +2,581 +120%
EWA
24
EQ Wealth Advisors
Texas
$149K +$151K +2,962 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$112K +$1.07K +21 +1%