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PIMCO RAFI ESG US ETF

23 hedge funds and large institutions have $25.8M invested in PIMCO RAFI ESG US ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $17.7M → $25.8M (+$8.09M)

35% more funds holding

Funds holding: 1723 (+6)

9.83% more ownership

Funds ownership: 46.74%56.57% (+9.8%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
7
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
1
Northwest Bancshares
Pennsylvania
$6.83M -$75.5K -2,497 -1%
AFA
2
Arlington Financial Advisors
California
$3.98M +$96K +3,176 +3%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$3.46M +$3.22M +106,539 New
GG
4
GenWealth Group
New Jersey
$2.81M -$55.1K -1,822 -2%
BGAI
5
Bruce G. Allen Investments
Colorado
$1.41M +$1.31M +43,299 New
JFA
6
JNBA Financial Advisors
Minnesota
$1.34M -$9.25K -306 -0.7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.05M +$973K +32,195 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$849K -$339K -11,200 -30%
Goldman Sachs
9
Goldman Sachs
New York
$711K
RF
10
RHS Financial
California
$701K -$163K -5,385 -20%
Osaic Holdings
11
Osaic Holdings
Arizona
$683K +$725 +24 +0.1%
FZCM
12
Flynn Zito Capital Management
New York
$418K +$389K +12,863 New
MIA
13
Milestone Investment Advisors
Wisconsin
$279K +$1.94K +64 +0.8%
FI
14
Financial Insights
Washington
$278K -$98.2K -3,250 -28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$245K -$24K -793 -10%
FHA
16
Flagship Harbor Advisors
Massachusetts
$231K +$215K +7,106 New
Bank of America
17
Bank of America
North Carolina
$138K +$100K +3,319 +364%
AF
18
Advisornet Financial
Minnesota
$112K +$151 +5 +0.1%
NA
19
NewEdge Advisors
Louisiana
$106K
LFG
20
Larson Financial Group
Missouri
$75.8K +$333 +11 +0.5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$29.3K +$27.2K +900 New
GRP
22
Global Retirement Partners
California
$17.6K
UBS Group
23
UBS Group
Switzerland
$3.42K +$2.84K +94 +855%

RAFE Hedge Fund Activity: Q4 2023 in Review

23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q4 2023, worth a combined $25.8M — up 46% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RAFE positions and 0 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $973K. The largest seller was Susquehanna International Group, cutting an estimated $339K.

  • 23 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q4 2023, up from 17 in Q3 2023.
  • Funds reported $25.8M of PIMCO RAFI ESG US ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 6 funds opened new PIMCO RAFI ESG US ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
  • The largest PIMCO RAFI ESG US ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $973K added.
  • The largest PIMCO RAFI ESG US ETF seller in Q4 2023 was Susquehanna International Group, an estimated $339K sold.

Based on aggregated 13F filings for Q4 2023.