PIMCO RAFI ESG US ETF
RAFE
11 hedge funds and large institutions have $10.3M invested in PIMCO RAFI ESG US ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
34% more capital invested
Capital invested by funds: $7.72M → $10.3M (+$2.61M)
10% more funds holding
Funds holding: 10 → 11 (+1)
6.58% less ownership
Funds ownership: 63.63% → 57.05% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.35M |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$466K |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$262K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$44K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$20.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$463K |
| 2 |
Jane Street
New York
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFA
1
Arlington Financial Advisors
Santa Barbara,
California
| $3.47M | +$466K | +16,936 | +17% |
|
|
RF
2
RHS Financial
San Francisco,
California
| $1.62M | +$12.5K | +456 | +0.8% |
|
|
RCS
3
Retirement Capital Strategies
San Jose,
California
| $1.44M | +$1.35M | +49,198 | New |
|
|
JFA
4
JNBA Financial Advisors
Bloomington,
Minnesota
| $1.05M | +$262K | +9,520 | +36% |
|
|
5
Jane Street
New York
| $978K | -$220K | -8,005 | -19% |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $498K | +$20.7K | +754 | +5% |
|
|
TNA
7
True North Advisors
Dallas,
Texas
| $498K | +$20.7K | +754 | +5% |
|
|
DAS
8
Dynamic Advisor Solutions
Phoenix,
Arizona
| $379K | +$44K | +1,601 | +14% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $322K | -$463K | -16,841 | -60% |
|
|
LFG
10
Larson Financial Group
St Louis,
Missouri
| $65K | +$8.31K | +302 | +16% |
|
|
AF
11
Advisornet Financial
Minnetonka,
Minnesota
| $11K | – | – | – |
|
RAFE Hedge Fund Activity: Q1 2021 in Review
11 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q1 2021, worth a combined $10.3M — up 34% from $7.72M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new RAFE positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $1.35M. The largest seller was Susquehanna International Group, cutting an estimated $463K.
- 11 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q1 2021, up from 10 in Q4 2020.
- Funds reported $10.3M of PIMCO RAFI ESG US ETF stock for Q1 2021, up 34% quarter-over-quarter.
- 1 fund opened new PIMCO RAFI ESG US ETF positions in Q1 2021 and 0 closed out, a net change of +1 holder.
- The largest PIMCO RAFI ESG US ETF buyer in Q1 2021 was Retirement Capital Strategies, an estimated $1.35M added.
- The largest PIMCO RAFI ESG US ETF seller in Q1 2021 was Susquehanna International Group, an estimated $463K sold.
Based on aggregated 13F filings for Q1 2021.