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PIMCO RAFI ESG US ETF
RAFE

16 hedge funds and large institutions have $14.9M invested in PIMCO RAFI ESG US ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 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

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

14% more funds holding

Funds holding: 14 → 16 (+2)

5.29% less ownership

Funds ownership: 57.38% → 52.09% (-5.3%)

15% less capital invested

Capital invested by funds: $17.6M → $14.9M (-$2.7M)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NB
Northwest Bancshares
Pennsylvania
+$463K
2
FI
Financial Insights
Washington
+$361K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$344K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$226K
5
GG
GenWealth Group
New Jersey
+$96.3K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.55M
2
RF
RHS Financial
California
-$431K
3
UBS Group
UBS Group
Switzerland
-$61.7K
4
Citadel Advisors
Citadel Advisors
Florida
-$46.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1
Northwest Bancshares
Pennsylvania
$4.43M +$463K +15,722 +11%
AFA
2
Arlington Financial Advisors
California
$3.6M +$43.5K +1,476 +1%
GG
3
GenWealth Group
New Jersey
$1.41M +$96.3K +3,270 +7%
Citadel Advisors
4
Citadel Advisors
Florida
$1.07M -$46.1K -1,566 -4%
RF
5
RHS Financial
California
$898K -$431K -14,654 -31%
JFA
6
JNBA Financial Advisors
Minnesota
$843K +$2.5K +85 +0.3%
Goldman Sachs
7
Goldman Sachs
New York
$601K – – –
DAS
8
Dynamic Advisor Solutions
Arizona
$527K +$5K +170 +0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$491K – – –
FI
10
Financial Insights
Washington
$338K +$361K +12,279 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$321K +$344K +11,685 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$211K +$226K +7,669 New
AF
13
Advisornet Financial
Minnesota
$72K – – –
LFG
14
Larson Financial Group
Missouri
$62K +$294 +10 +0.4%
UBS Group
15
UBS Group
Switzerland
$23K -$61.7K -2,097 -72%
IA
16
IFP Advisors
Florida
$8K – – –
Jane Street
17
Jane Street
New York
– -$1.55M -48,912 Closed

RAFE Hedge Fund Activity: Q2 2022 in Review

16 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q2 2022, worth a combined $14.9M — down 15% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RAFE positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Northwest Bancshares, adding an estimated $463K. The largest seller was Jane Street, exiting entirely with an estimated $1.55M sold.

  • 16 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q2 2022, up from 14 in Q1 2022.
  • Funds reported $14.9M of PIMCO RAFI ESG US ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 3 funds opened new PIMCO RAFI ESG US ETF positions in Q2 2022 and 1 closed out, a net change of +2 holders.
  • The largest PIMCO RAFI ESG US ETF buyer in Q2 2022 was Northwest Bancshares, an estimated $463K added.
  • The largest PIMCO RAFI ESG US ETF seller in Q2 2022 was Jane Street, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2022.