PIMCO RAFI ESG US ETF
RAFE
18 hedge funds and large institutions have $20.1M invested in PIMCO RAFI ESG US ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
14% more capital invested
Capital invested by funds: $17.6M → $20.1M (+$2.55M)
0.34% more ownership
Funds ownership: 62.95% → 63.29% (+0.34%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$582K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$372K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$301K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$680K |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$177K |
| 3 |
RF
RHS Financial
San Francisco,
California
|
-$85.7K |
| 4 |
CB
Centennial Bank
Conway,
Arkansas
|
-$83.7K |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$10.6K |
RAFE Hedge Fund Activity: Q1 2023 in Review
18 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q1 2023, worth a combined $20.1M — up 14% from $17.6M a quarter earlier.
Fund positioning in RAFE was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.3M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $680K sold.
- 18 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $20.1M of PIMCO RAFI ESG US ETF stock for Q1 2023, up 14% quarter-over-quarter.
- 3 funds opened new PIMCO RAFI ESG US ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest PIMCO RAFI ESG US ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $1.3M added.
- The largest PIMCO RAFI ESG US ETF seller in Q1 2023 was Dynamic Advisor Solutions, an estimated $680K sold.
Based on aggregated 13F filings for Q1 2023.