PIMCO RAFI ESG US ETF
RAFE
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.
6% more capital invested
Capital invested by funds: $25.8M → $27.4M (+$1.59M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.55% less ownership
Funds ownership: 56.57% → 53.02% (-3.5%)
9% less funds holding
Funds holding: 23 → 21 (-2)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$359K |
| 2 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$153K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$101K |
| 4 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$40.5K |
| 5 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$458K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$349K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$201K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$196K |
| 5 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
-$84.4K |
RAFE Hedge Fund Activity: Q1 2024 in Review
21 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q1 2024, worth a combined $27.4M — up 6.2% from $25.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RAFE and 0 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 8 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $359K. The largest seller was Osaic Holdings, cutting an estimated $458K.
- 21 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q1 2024, down from 23 in Q4 2023.
- Funds reported $27.4M of PIMCO RAFI ESG US ETF stock for Q1 2024, up 6.2% quarter-over-quarter.
- 0 funds opened new PIMCO RAFI ESG US ETF positions in Q1 2024 and 2 closed out, a net change of -2 holders.
- The largest PIMCO RAFI ESG US ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $359K added.
- The largest PIMCO RAFI ESG US ETF seller in Q1 2024 was Osaic Holdings, an estimated $458K sold.
Based on aggregated 13F filings for Q1 2024.