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PIMCO RAFI Dynamic Multi-Factor US Equity ETF

30 hedge funds and large institutions have $175M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more capital invested

Capital invested by funds: $146M → $175M (+$29.1M)

11% more funds holding

Funds holding: 2730 (+3)

0.41% less ownership

Funds ownership: 79.75%79.35% (-0.41%)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.39%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
5
Increased
14
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Schiavi & Co
Delaware
$73.5M -$1.49M -27,412 -2%
AWM
2
Austin Wealth Management
Texas
$32.7M +$320K +5,877 +1%
BEAM
3
Baker Ellis Asset Management
Washington
$12.7M -$109K -1,999 -0.9%
MIM
4
Marshall Investment Management
Colorado
$8.92M +$8.41M +154,199 +3,529%
WN
5
Williams & Novak
California
$8.24M +$6.27K +115 +0.1%
E
6
EntreWealth
Texas
$7.18M +$738K +13,537 +12%
FC
7
Financial Consulate
Maryland
$5.46M +$1.83M +33,498 +53%
JP Morgan Chase
8
JP Morgan Chase
New York
$4.98M +$1.93M +35,443 +67%
Citadel Advisors
9
Citadel Advisors
Florida
$4.68M +$4.54M +83,183 New
Goldman Sachs
10
Goldman Sachs
New York
$2.85M +$2.47M +45,295 +844%
MSAM
11
Moloney Securities Asset Management
Missouri
$2.57M +$20.9K +383 +0.8%
Raymond James Financial
12
Raymond James Financial
Florida
$1.59M -$32K -587 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.52M -$79.3K -1,454 -5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.46M +$1.41M +25,911 New
LPL Financial
15
LPL Financial
California
$1.14M +$272K +4,987 +33%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$772K +$175K +3,217 +31%
MML Investors Services
17
MML Investors Services
Massachusetts
$772K +$289K +5,292 +63%
Wells Fargo
18
Wells Fargo
California
$725K -$394K -7,220 -36%
MAWAG
19
Mid-American Wealth Advisory Group
Missouri
$672K +$128K +2,346 +24%
CIA
20
Caerus Investment Advisors
Texas
$538K +$521K +9,560 New
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$525K +$509K +9,335 New
IWC
22
Integrated Wealth Concepts
Massachusetts
$488K +$9.65K +177 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$199K
SPIA
24
Steward Partners Investment Advisory
New York
$168K +$62K +1,137 +61%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$125K

MFUS Hedge Fund Activity: Q3 2025 in Review

30 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) for Q3 2025, worth a combined $175M — up 20% from $146M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MFUS positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Marshall Investment Management, adding an estimated $8.41M. The largest seller was Schiavi & Co, cutting an estimated $1.49M.

  • 30 institutional investors held PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) as of Q3 2025, up from 27 in Q2 2025.
  • Funds reported $175M of PIMCO RAFI Dynamic Multi-Factor US Equity ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 5 funds opened new PIMCO RAFI Dynamic Multi-Factor US Equity ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF buyer in Q3 2025 was Marshall Investment Management, an estimated $8.41M added.
  • The largest PIMCO RAFI Dynamic Multi-Factor US Equity ETF seller in Q3 2025 was Schiavi & Co, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2025.