PIMCO RAFI ESG US ETF
RAFE
9 hedge funds and large institutions have $6.29M invested in PIMCO RAFI ESG US ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
15% more capital invested
Capital invested by funds: $5.47M → $6.29M (+$818K)
5.44% more ownership
Funds ownership: 60.89% → 66.33% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$1.52M |
| 2 |
RF
RHS Financial
San Francisco,
California
|
+$629K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$273K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$82.2K |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$32.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.2M | -$2.07M | -92,493 | -49% |
|
|
AFA
2
Arlington Financial Advisors
Santa Barbara,
California
| $1.9M | +$1.52M | +68,202 | +425% |
|
|
RF
3
RHS Financial
San Francisco,
California
| $1.03M | +$629K | +28,166 | +160% |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $361K | +$13.6K | +609 | +4% |
|
|
TNA
5
True North Advisors
Dallas,
Texas
| $360K | +$13.6K | +609 | +4% |
|
|
DAS
6
Dynamic Advisor Solutions
Phoenix,
Arizona
| $276K | +$273K | +12,244 | New |
|
|
JFA
7
JNBA Financial Advisors
Bloomington,
Minnesota
| $117K | +$82.2K | +3,679 | +248% |
|
|
LFG
8
Larson Financial Group
St Louis,
Missouri
| $33K | +$32.3K | +1,446 | New |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $9K | +$8.46K | +379 | New |
|
RAFE Hedge Fund Activity: Q3 2020 in Review
9 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q3 2020, worth a combined $6.29M — up 15% from $5.47M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RAFE positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Arlington Financial Advisors, adding an estimated $1.52M. The largest seller was Jane Street, cutting an estimated $2.07M.
- 9 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q3 2020, up from 6 in Q2 2020.
- Funds reported $6.29M of PIMCO RAFI ESG US ETF stock for Q3 2020, up 15% quarter-over-quarter.
- 3 funds opened new PIMCO RAFI ESG US ETF positions in Q3 2020 and 0 closed out, a net change of +3 holders.
- The largest PIMCO RAFI ESG US ETF buyer in Q3 2020 was Arlington Financial Advisors, an estimated $1.52M added.
- The largest PIMCO RAFI ESG US ETF seller in Q3 2020 was Jane Street, an estimated $2.07M sold.
Based on aggregated 13F filings for Q3 2020.