PIMCO RAFI ESG US ETF
RAFE
17 hedge funds and large institutions have $17.7M invested in PIMCO RAFI ESG US ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
6% more funds holding
Funds holding: 16 → 17 (+1)
15% less capital invested
Capital invested by funds: $20.7M → $17.7M (-$3.05M)
15.18% less ownership
Funds ownership: 61.92% → 46.74% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$98.3K |
| 2 |
FI
Financial Insights
Tacoma,
Washington
|
+$57.4K |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$47.6K |
| 4 |
GG
GenWealth Group
Maplewood,
New Jersey
|
+$29.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$27.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$961K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$918K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$301K |
| 4 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$225K |
| 5 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$67.8K |
RAFE Hedge Fund Activity: Q3 2023 in Review
17 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q3 2023, worth a combined $17.7M — down 15% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RAFE positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $98.3K. The largest seller was Citadel Advisors, exiting entirely with an estimated $961K sold.
- 17 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q3 2023, up from 16 in Q2 2023.
- Funds reported $17.7M of PIMCO RAFI ESG US ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 2 funds opened new PIMCO RAFI ESG US ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest PIMCO RAFI ESG US ETF buyer in Q3 2023 was NewEdge Advisors, an estimated $98.3K added.
- The largest PIMCO RAFI ESG US ETF seller in Q3 2023 was Citadel Advisors, an estimated $961K sold.
Based on aggregated 13F filings for Q3 2023.