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PIMCO RAFI ESG US ETF
RAFE

15 hedge funds and large institutions have $13M invested in PIMCO RAFI ESG US ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

15% more funds holding

Funds holding: 13 → 15 (+2)

1.72% more ownership

Funds ownership: 62.31% → 64.03% (+1.7%)

2% more capital invested

Capital invested by funds: $12.8M → $13M (+$211K)

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GG
GenWealth Group
New Jersey
+$514K
2
NB
Northwest Bancshares
Pennsylvania
+$310K
3
AFA
Arlington Financial Advisors
California
+$285K
4
NA
Nottingham Advisors
New York
+$231K
5
DAS
Dynamic Advisor Solutions
Arizona
+$97.1K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$721K
2
Jane Street
Jane Street
New York
-$311K
3
Citadel Advisors
Citadel Advisors
Florida
-$117K
4
UBS Group
UBS Group
Switzerland
-$66.6K
5
RF
RHS Financial
California
-$51.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1
Arlington Financial Advisors
California
$3.74M +$285K +9,180 +8%
RF
2
RHS Financial
California
$1.64M -$51.1K -1,646 -3%
JFA
3
JNBA Financial Advisors
Minnesota
$1.16M +$37.4K +1,206 +3%
PPA
4
Parametric Portfolio Associates
Washington
$1.12M +$48.3K +1,555 +4%
TNA
5
True North Advisors
Texas
$1.12M +$48.3K +1,555 +4%
Citadel Advisors
6
Citadel Advisors
Florida
$1.04M -$117K -3,756 -10%
Jane Street
7
Jane Street
New York
$910K -$311K -10,023 -25%
Goldman Sachs
8
Goldman Sachs
New York
$665K – – –
GG
9
GenWealth Group
New Jersey
$503K +$514K +16,551 New
DAS
10
Dynamic Advisor Solutions
Arizona
$472K +$97.1K +3,129 +25%
NB
11
Northwest Bancshares
Pennsylvania
$304K +$310K +10,000 New
NA
12
Nottingham Advisors
New York
$227K +$231K +7,450 New
AF
13
Advisornet Financial
Minnesota
$74K +$58.7K +1,892 +351%
LFG
14
Larson Financial Group
Missouri
$68K +$248 +8 +0.4%
UBS Group
15
UBS Group
Switzerland
$3K -$66.6K -2,147 -95%
OMC
16
Old Mission Capital
Illinois
– -$721K -23,458 Closed

RAFE Hedge Fund Activity: Q3 2021 in Review

15 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q3 2021, worth a combined $13M — up 1.6% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RAFE positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was GenWealth Group, opening a new position worth an estimated $514K. The largest seller was Old Mission Capital, exiting entirely with an estimated $721K sold.

  • 15 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q3 2021, up from 13 in Q2 2021.
  • Funds reported $13M of PIMCO RAFI ESG US ETF stock for Q3 2021, up 1.6% quarter-over-quarter.
  • 3 funds opened new PIMCO RAFI ESG US ETF positions in Q3 2021 and 1 closed out, a net change of +2 holders.
  • The largest PIMCO RAFI ESG US ETF buyer in Q3 2021 was GenWealth Group, an estimated $514K added.
  • The largest PIMCO RAFI ESG US ETF seller in Q3 2021 was Old Mission Capital, an estimated $721K sold.

Based on aggregated 13F filings for Q3 2021.