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PIMCO RAFI ESG US ETF
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Overview Fund Activity

18 hedge funds and large institutions have $17.6M invested in PIMCO RAFI ESG US ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NB
1
Northwest Bancshares
Pennsylvania
$5.66M
2
GG
2
GenWealth Group
New Jersey
$2.32M
3
3AM
3
3EDGE Asset Management
Florida
$515K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.09M
5
GRP
5
Global Retirement Partners
California
$16.5K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$546K
3
RF
3
RHS Financial
California
$768K
4
FI
4
Financial Insights
Washington
$276K
5
AFA
5
Arlington Financial Advisors
California
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
1
Northwest Bancshares
Pennsylvania
$5.66M +$1.08M +38,631 +24%
AFA
2
Arlington Financial Advisors
California
$3.61M -$59.2K -2,120 -2%
GG
3
GenWealth Group
New Jersey
$2.32M +$589K +21,114 +34%
Citadel Advisors
4
Citadel Advisors
Florida
$1.09M +$173K +6,201 +19%
JFA
5
JNBA Financial Advisors
Minnesota
$815K -$43.2K -1,549 -5%
RF
6
RHS Financial
California
$768K -$125K -4,464 -14%
DAS
7
Dynamic Advisor Solutions
Arizona
$680K +$3.63K +130 +0.5%
Goldman Sachs
8
Goldman Sachs
New York
$610K – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$546K -$431K -15,456 -44%
3AM
10
3EDGE Asset Management
Florida
$515K +$515K +18,456 New
MIA
11
Milestone Investment Advisors
Wisconsin
$423K +$423K +15,162 New
FI
12
Financial Insights
Washington
$276K -$66.5K -2,383 -19%
CB
13
Centennial Bank
Arkansas
$83.7K +$83.7K +3,000 New
AF
14
Advisornet Financial
Minnesota
$72.9K – – –
LFG
15
Larson Financial Group
Missouri
$63.7K +$363 +13 +0.6%
GRP
16
Global Retirement Partners
California
$16.5K +$16.5K +591 New
UBS Group
17
UBS Group
Switzerland
$9.77K -$50K -1,792 -84%
IA
18
IFP Advisors
Florida
$8K – – –
Osaic Holdings
19
Osaic Holdings
Arizona
– -$499K -19,639 Closed