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PIMCO RAFI ESG US ETF
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Overview Fund Activity

21 hedge funds and large institutions have $27.4M invested in PIMCO RAFI ESG US ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.52M
2
NB
Northwest Bancshares
Pennsylvania
$7.64M
3
Bank of America
Bank of America
North Carolina
$257K
4
AFA
Arlington Financial Advisors
California
$4.4M
5
FZCM
Flynn Zito Capital Management
New York
$464K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$263K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$560K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$56K
4
JFA
JNBA Financial Advisors
Minnesota
$1.26M
5
BRIA
Balanced Rock Investment Advisors
Massachusetts
$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
1
Northwest Bancshares
Pennsylvania
$7.64M +$161K +4,529 +2%
AFA
2
Arlington Financial Advisors
California
$4.4M +$42.8K +1,203 +1%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$3.7M -$89.1K -2,504 -2%
GG
4
GenWealth Group
New Jersey
$3.04M -$35.6K -1,001 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.52M +$379K +10,643 +33%
BGAI
6
Bruce G. Allen Investments
Colorado
$1.51M -$26.3K -738 -2%
JFA
7
JNBA Financial Advisors
Minnesota
$1.26M -$207K -5,807 -14%
Goldman Sachs
8
Goldman Sachs
New York
$777K – – –
RF
9
RHS Financial
California
$702K -$63.9K -1,796 -8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$560K -$369K -10,366 -40%
FZCM
11
Flynn Zito Capital Management
New York
$464K +$6.33K +178 +1%
MIA
12
Milestone Investment Advisors
Wisconsin
$305K – – –
FI
13
Financial Insights
Washington
$302K -$2.67K -75 -0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$263K -$483K -13,585 -65%
Bank of America
15
Bank of America
North Carolina
$257K +$107K +3,000 +71%
FHA
16
Flagship Harbor Advisors
Massachusetts
$256K +$2.92K +82 +1%
AF
17
Advisornet Financial
Minnesota
$122K +$142 +4 +0.1%
NA
18
NewEdge Advisors
Louisiana
$116K – – –
LFG
19
Larson Financial Group
Missouri
$83.3K +$427 +12 +0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$56K -$212K -5,958 -79%
GRP
21
Global Retirement Partners
California
$19.4K – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
– -$29.3K -900 Closed
UBS Group
23
UBS Group
Switzerland
– -$3.42K -105 Closed