PIMCO RAFI ESG US ETF
RAFE
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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
21% more capital invested
Capital invested by funds: $14.6M → $17.6M (+$3M)
20% more funds holding
Funds holding: 15 → 18 (+3)
5.59% more ownership
Funds ownership: 57.36% → 62.95% (+5.6%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$1.08M |
| 2 |
GG
GenWealth Group
Maplewood,
New Jersey
|
+$588K |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$514K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$173K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$16.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$499K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$431K |
| 3 |
RF
RHS Financial
San Francisco,
California
|
-$124K |
| 4 |
FI
Financial Insights
Tacoma,
Washington
|
-$66.4K |
| 5 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$59.1K |
RAFE Hedge Fund Activity: Q4 2022 in Review
18 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q4 2022, worth a combined $17.6M — up 21% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RAFE positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Northwest Bancshares, adding an estimated $1.08M. The largest seller was Osaic Holdings, exiting entirely with an estimated $499K sold.
- 18 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q4 2022, up from 15 in Q3 2022.
- Funds reported $17.6M of PIMCO RAFI ESG US ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 4 funds opened new PIMCO RAFI ESG US ETF positions in Q4 2022 and 1 closed out, a net change of +3 holders.
- The largest PIMCO RAFI ESG US ETF buyer in Q4 2022 was Northwest Bancshares, an estimated $1.08M added.
- The largest PIMCO RAFI ESG US ETF seller in Q4 2022 was Osaic Holdings, an estimated $499K sold.
Based on aggregated 13F filings for Q4 2022.