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PIMCO RAFI ESG US ETF
RAFE

15 hedge funds and large institutions have $18.3M invested in PIMCO RAFI ESG US ETF in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

40% more capital invested

Capital invested by funds: $13M → $18.3M (+$5.24M)

3.35% more ownership

Funds ownership: 64.03% → 67.38% (+3.3%)

0% more funds holding

Funds holding: 15 → 15 (0)

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NB
Northwest Bancshares
Pennsylvania
+$4.45M
2
GG
GenWealth Group
New Jersey
+$268K
3
DAS
Dynamic Advisor Solutions
Arizona
+$80.5K
4
AFA
Arlington Financial Advisors
California
+$67.9K
5
RF
RHS Financial
California
+$20K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$474K
2
Jane Street
Jane Street
New York
-$447K
3
JFA
JNBA Financial Advisors
Minnesota
-$26.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1
Northwest Bancshares
Pennsylvania
$4.92M +$4.45M +138,527 +1,385%
AFA
2
Arlington Financial Advisors
California
$4.14M +$67.9K +2,116 +2%
RF
3
RHS Financial
California
$1.81M +$20K +623 +1%
JFA
4
JNBA Financial Advisors
Minnesota
$1.24M -$26.3K -821 -2%
PPA
5
Parametric Portfolio Associates
Washington
$1.23M +$12K +374 +1%
TNA
6
True North Advisors
Texas
$1.23M +$12K +374 +1%
GG
7
GenWealth Group
New Jersey
$824K +$268K +8,366 +51%
Goldman Sachs
8
Goldman Sachs
New York
$723K – – –
Citadel Advisors
9
Citadel Advisors
Florida
$641K -$474K -14,767 -43%
DAS
10
Dynamic Advisor Solutions
Arizona
$597K +$80.5K +2,507 +16%
Jane Street
11
Jane Street
New York
$529K -$447K -13,932 -47%
NA
12
Nottingham Advisors
New York
$247K – – –
AF
13
Advisornet Financial
Minnesota
$80K – – –
LFG
14
Larson Financial Group
Missouri
$74K +$289 +9 +0.4%
UBS Group
15
UBS Group
Switzerland
$8K +$3.92K +122 +112%

RAFE Hedge Fund Activity: Q4 2021 in Review

15 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q4 2021, worth a combined $18.3M — up 40% from $13M a quarter earlier.

Fund positioning in RAFE was balanced in Q4 2021: 0 funds opened new positions, 0 closed out, 9 added to existing stakes and 3 trimmed.

The largest buyer was Northwest Bancshares, adding an estimated $4.45M. The largest seller was Citadel Advisors, cutting an estimated $474K.

  • 15 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $18.3M of PIMCO RAFI ESG US ETF stock for Q4 2021, up 40% quarter-over-quarter.
  • 0 funds opened new PIMCO RAFI ESG US ETF positions in Q4 2021 and 0 closed out.
  • The largest PIMCO RAFI ESG US ETF buyer in Q4 2021 was Northwest Bancshares, an estimated $4.45M added.
  • The largest PIMCO RAFI ESG US ETF seller in Q4 2021 was Citadel Advisors, an estimated $474K sold.

Based on aggregated 13F filings for Q4 2021.