RAFE icon

PIMCO RAFI ESG US ETF
RAFE

Overview Fund Activity

21 hedge funds and large institutions have $26.3M invested in PIMCO RAFI ESG US ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
8
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.51M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.39M
3
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$3.88M
4
Bank of America
4
Bank of America
North Carolina
$364K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$355K

Top Sellers

1
NB
1
Northwest Bancshares
Pennsylvania
$6.09M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
JFA
4
JNBA Financial Advisors
Minnesota
$846K
5
MIA
5
Milestone Investment Advisors
Wisconsin
$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
1
Northwest Bancshares
Pennsylvania
$6.09M -$1.48M -41,944 -20%
AFA
2
Arlington Financial Advisors
California
$4.41M +$54.9K +1,557 +1%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$3.88M +$210K +5,954 +6%
GG
4
GenWealth Group
New Jersey
$2.97M -$39.4K -1,118 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.39M +$883K +25,066 +59%
LPL Financial
6
LPL Financial
California
$1.51M +$1.51M +42,906 New
BGAI
7
Bruce G. Allen Investments
Colorado
$1.51M +$7.22K +205 +0.5%
JFA
8
JNBA Financial Advisors
Minnesota
$846K -$399K -11,330 -32%
RF
9
RHS Financial
California
$649K -$46.3K -1,315 -7%
FZCM
10
Flynn Zito Capital Management
New York
$398K -$61.4K -1,743 -13%
Bank of America
11
Bank of America
North Carolina
$364K +$109K +3,101 +43%
Osaic Holdings
12
Osaic Holdings
Arizona
$355K +$93.7K +2,659 +36%
FI
13
Financial Insights
Washington
$269K -$29.7K -842 -10%
MIA
14
Milestone Investment Advisors
Wisconsin
$213K -$89.3K -2,534 -30%
AF
15
Advisornet Financial
Minnesota
$121K +$176 +5 +0.1%
NA
16
NewEdge Advisors
Louisiana
$115K – – –
LFG
17
Larson Financial Group
Missouri
$82.9K +$388 +11 +0.5%
UBS Group
18
UBS Group
Switzerland
$44.1K +$44.1K +1,251 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$43K -$12.1K -346 -22%
DP
20
Denver PWM
Colorado
$39.4K +$39.4K +1,119 New
GRP
21
Global Retirement Partners
California
$19.2K – – –
Goldman Sachs
22
Goldman Sachs
New York
– -$777K -21,854 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
– -$560K -15,728 Closed