PIMCO RAFI ESG US ETF
RAFE
10 hedge funds and large institutions have $7.72M invested in PIMCO RAFI ESG US ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
23% more capital invested
Capital invested by funds: $6.29M → $7.72M (+$1.43M)
11% more funds holding
Funds holding: 9 → 10 (+1)
2.7% less ownership
Funds ownership: 66.33% → 63.63% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$673K |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$517K |
| 3 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$425K |
| 4 |
RF
RHS Financial
San Francisco,
California
|
+$224K |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$11.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.35M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$20.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFA
1
Arlington Financial Advisors
Santa Barbara,
California
| $2.63M | +$425K | +17,580 | +21% |
|
|
RF
2
RHS Financial
San Francisco,
California
| $1.42M | +$224K | +9,255 | +20% |
|
|
3
Jane Street
New York
| $1.07M | -$1.35M | -55,882 | -57% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $719K | +$673K | +27,862 | New |
|
|
JFA
5
JNBA Financial Advisors
Bloomington,
Minnesota
| $686K | +$517K | +21,389 | +414% |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $421K | +$8.22K | +340 | +2% |
|
|
TNA
7
True North Advisors
Dallas,
Texas
| $421K | +$8.22K | +340 | +2% |
|
|
DAS
8
Dynamic Advisor Solutions
Phoenix,
Arizona
| $294K | -$20.8K | -861 | -7% |
|
|
LFG
9
Larson Financial Group
St Louis,
Missouri
| $49K | +$11.2K | +465 | +32% |
|
|
AF
10
Advisornet Financial
Minnetonka,
Minnesota
| $10K | – | – | – |
|
RAFE Hedge Fund Activity: Q4 2020 in Review
10 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q4 2020, worth a combined $7.72M — up 23% from $6.29M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new RAFE positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $673K. The largest seller was Jane Street, cutting an estimated $1.35M.
- 10 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q4 2020, up from 9 in Q3 2020.
- Funds reported $7.72M of PIMCO RAFI ESG US ETF stock for Q4 2020, up 23% quarter-over-quarter.
- 1 fund opened new PIMCO RAFI ESG US ETF positions in Q4 2020 and 0 closed out, a net change of +1 holder.
- The largest PIMCO RAFI ESG US ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $673K added.
- The largest PIMCO RAFI ESG US ETF seller in Q4 2020 was Jane Street, an estimated $1.35M sold.
Based on aggregated 13F filings for Q4 2020.