PIMCO RAFI ESG US ETF
RAFE
16 hedge funds and large institutions have $20.7M invested in PIMCO RAFI ESG US ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
5% more capital invested
Capital invested by funds: $19.7M → $20.7M (+$967K)
1.37% less ownership
Funds ownership: 63.29% → 61.92% (-1.4%)
11% less funds holding
Funds holding: 18 → 16 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$447K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$307K |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$280K |
| 4 |
RF
RHS Financial
San Francisco,
California
|
+$84.4K |
| 5 |
GG
GenWealth Group
Maplewood,
New Jersey
|
+$77.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$524K |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$523K |
| 3 |
MIA
Milestone Investment Advisors
Middleton,
Wisconsin
|
-$225K |
| 4 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$45.3K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$3.43K |
RAFE Hedge Fund Activity: Q2 2023 in Review
16 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q2 2023, worth a combined $20.7M — up 4.9% from $19.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RAFE and 0 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 9 added.
The largest buyer was Northwest Bancshares, adding an estimated $447K. The largest seller was Citadel Advisors, cutting an estimated $524K.
- 16 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q2 2023, down from 18 in Q1 2023.
- Funds reported $20.7M of PIMCO RAFI ESG US ETF stock for Q2 2023, up 4.9% quarter-over-quarter.
- 0 funds opened new PIMCO RAFI ESG US ETF positions in Q2 2023 and 2 closed out, a net change of -2 holders.
- The largest PIMCO RAFI ESG US ETF buyer in Q2 2023 was Northwest Bancshares, an estimated $447K added.
- The largest PIMCO RAFI ESG US ETF seller in Q2 2023 was Citadel Advisors, an estimated $524K sold.
Based on aggregated 13F filings for Q2 2023.