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PIMCO RAFI ESG US ETF
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Overview Fund Activity

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
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
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.05M
2
FZCM
2
Flynn Zito Capital Management
New York
$418K
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$231K
4
Bank of America
4
Bank of America
North Carolina
$138K
5
AFA
5
Arlington Financial Advisors
California
$3.98M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$849K
2
RF
2
RHS Financial
California
$701K
3
FI
3
Financial Insights
Washington
$278K
4
NB
4
Northwest Bancshares
Pennsylvania
$6.83M
5
GG
5
GenWealth Group
New Jersey
$2.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
1
Northwest Bancshares
Pennsylvania
$6.83M -$81.2K -2,497 -1%
AFA
2
Arlington Financial Advisors
California
$3.98M +$103K +3,176 +3%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$3.46M +$3.46M +106,539 New
GG
4
GenWealth Group
New Jersey
$2.81M -$59.3K -1,822 -2%
BGAI
5
Bruce G. Allen Investments
Colorado
$1.41M +$1.41M +43,299 New
JFA
6
JNBA Financial Advisors
Minnesota
$1.34M -$9.95K -306 -0.7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.05M +$1.05M +32,195 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$849K -$364K -11,200 -30%
Goldman Sachs
9
Goldman Sachs
New York
$711K – – –
RF
10
RHS Financial
California
$701K -$175K -5,385 -20%
Osaic Holdings
11
Osaic Holdings
Arizona
$683K +$781 +24 +0.1%
FZCM
12
Flynn Zito Capital Management
New York
$418K +$418K +12,863 New
MIA
13
Milestone Investment Advisors
Wisconsin
$279K +$2.08K +64 +0.8%
FI
14
Financial Insights
Washington
$278K -$106K -3,250 -28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$245K -$25.8K -793 -10%
FHA
16
Flagship Harbor Advisors
Massachusetts
$231K +$231K +7,106 New
Bank of America
17
Bank of America
North Carolina
$138K +$108K +3,319 +364%
AF
18
Advisornet Financial
Minnesota
$112K +$163 +5 +0.1%
NA
19
NewEdge Advisors
Louisiana
$106K – – –
LFG
20
Larson Financial Group
Missouri
$75.8K +$358 +11 +0.5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$29.3K +$29.3K +900 New
GRP
22
Global Retirement Partners
California
$17.6K – – –
UBS Group
23
UBS Group
Switzerland
$3.42K +$3.06K +94 +855%