PIMCO RAFI ESG US ETF
RAFE
22 hedge funds and large institutions have $26.6M invested in PIMCO RAFI ESG US ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
5% more funds holding
Funds holding: 21 → 22 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $27.4M → $26.6M (-$755K)
2.71% less ownership
Funds ownership: 53.02% → 50.32% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.48M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$863K |
| 3 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
+$205K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$107K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$91.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$1.44M |
| 2 |
Goldman Sachs
New York
|
-$777K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$560K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$390K |
| 5 |
MIA
Milestone Investment Advisors
Middleton,
Wisconsin
|
-$87.2K |
RAFE Hedge Fund Activity: Q2 2024 in Review
22 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q2 2024, worth a combined $26.6M — down 2.8% from $27.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RAFE positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.48M. The largest seller was Northwest Bancshares, cutting an estimated $1.44M.
- 22 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q2 2024, up from 21 in Q1 2024.
- Funds reported $26.6M of PIMCO RAFI ESG US ETF stock for Q2 2024, down 2.8% quarter-over-quarter.
- 3 funds opened new PIMCO RAFI ESG US ETF positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- The largest PIMCO RAFI ESG US ETF buyer in Q2 2024 was LPL Financial, an estimated $1.48M added.
- The largest PIMCO RAFI ESG US ETF seller in Q2 2024 was Northwest Bancshares, an estimated $1.44M sold.
Based on aggregated 13F filings for Q2 2024.