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PIMCO RAFI ESG US ETF
RAFE

15 hedge funds and large institutions have $14.6M invested in PIMCO RAFI ESG US ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

5.26% more ownership

Funds ownership: 52.09% → 57.36% (+5.3%)

2% less capital invested

Capital invested by funds: $14.9M → $14.6M (-$337K)

6% less funds holding

Funds holding: 16 → 15 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
9
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$658K
2
GG
GenWealth Group
New Jersey
+$306K
3
DAS
Dynamic Advisor Solutions
Arizona
+$143K
4
NB
Northwest Bancshares
Pennsylvania
+$91.2K
5
Osaic Holdings
Osaic Holdings
Arizona
+$51K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$211K
2
Citadel Advisors
Citadel Advisors
Florida
-$170K
3
RF
RHS Financial
California
-$18.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1
Northwest Bancshares
Pennsylvania
$4.17M +$91.2K +3,237 +2%
AFA
2
Arlington Financial Advisors
California
$3.33M +$11.3K +400 +0.3%
GG
3
GenWealth Group
New Jersey
$1.58M +$306K +10,842 +21%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$890K +$658K +23,348 +200%
Citadel Advisors
5
Citadel Advisors
Florida
$836K -$170K -6,015 -15%
RF
6
RHS Financial
California
$812K -$18.6K -660 -2%
JFA
7
JNBA Financial Advisors
Minnesota
$781K +$3.19K +113 +0.4%
DAS
8
Dynamic Advisor Solutions
Arizona
$616K +$143K +5,066 +26%
Goldman Sachs
9
Goldman Sachs
New York
$555K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$499K +$51K +1,811 +10%
FI
11
Financial Insights
Washington
$312K – – –
AF
12
Advisornet Financial
Minnesota
$66K – – –
LFG
13
Larson Financial Group
Missouri
$58K +$338 +12 +0.5%
UBS Group
14
UBS Group
Switzerland
$54K +$37.3K +1,322 +161%
IA
15
IFP Advisors
Florida
$8K – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$211K -7,669 Closed

RAFE Hedge Fund Activity: Q3 2022 in Review

15 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q3 2022, worth a combined $14.6M — down 2.3% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of RAFE and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 9 added.

The largest buyer was Royal Bank of Canada, adding an estimated $658K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $211K sold.

  • 15 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q3 2022, down from 16 in Q2 2022.
  • Funds reported $14.6M of PIMCO RAFI ESG US ETF stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 0 funds opened new PIMCO RAFI ESG US ETF positions in Q3 2022 and 1 closed out, a net change of -1 holder.
  • The largest PIMCO RAFI ESG US ETF buyer in Q3 2022 was Royal Bank of Canada, an estimated $658K added.
  • The largest PIMCO RAFI ESG US ETF seller in Q3 2022 was Susquehanna International Group, an estimated $211K sold.

Based on aggregated 13F filings for Q3 2022.