PIMCO RAFI ESG US ETF
RAFE
23 hedge funds and large institutions have $30.2M invested in PIMCO RAFI ESG US ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more capital invested
Capital invested by funds: $26.6M → $30.2M (+$3.64M)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
5% more funds holding
Funds holding: 22 → 23 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.09% less ownership
Funds ownership: 50.32% → 49.23% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.33M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$276K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$107K |
| 5 |
PCA
Providence Capital Advisors
Charlotte,
North Carolina
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$406K |
| 2 |
RF
RHS Financial
San Francisco,
California
|
-$279K |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$186K |
| 4 |
BGAI
Bruce G. Allen Investments
Denver,
Colorado
|
-$89.6K |
| 5 |
GG
GenWealth Group
Maplewood,
New Jersey
|
-$82.9K |
RAFE Hedge Fund Activity: Q3 2024 in Review
23 of the 6,979 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q3 2024, worth a combined $30.2M — up 14% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RAFE positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.33M. The largest seller was LPL Financial, cutting an estimated $406K.
- 23 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q3 2024, up from 22 in Q2 2024.
- Funds reported $30.2M of PIMCO RAFI ESG US ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 2 funds opened new PIMCO RAFI ESG US ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest PIMCO RAFI ESG US ETF buyer in Q3 2024 was Citadel Advisors, an estimated $1.33M added.
- The largest PIMCO RAFI ESG US ETF seller in Q3 2024 was LPL Financial, an estimated $406K sold.
Based on aggregated 13F filings for Q3 2024.