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PIMCO RAFI ESG US ETF
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Overview Fund Activity

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 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.33%
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
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.39M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.24M
3
Bank of America
3
Bank of America
North Carolina
$672K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$485K
5
PCA
5
Providence Capital Advisors
North Carolina
$108K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.17M
2
RF
2
RHS Financial
California
$395K
3
JFA
3
JNBA Financial Advisors
Minnesota
$700K
4
BGAI
4
Bruce G. Allen Investments
Colorado
$1.5M
5
GG
5
GenWealth Group
New Jersey
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
1
Northwest Bancshares
Pennsylvania
$6.43M – – –
AFA
2
Arlington Financial Advisors
California
$4.72M +$64.9K +1,743 +1%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$4.15M +$56.6K +1,522 +1%
GG
4
GenWealth Group
New Jersey
$3.05M -$86.3K -2,318 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.51M -$20.2K -542 -0.8%
BGAI
6
Bruce G. Allen Investments
Colorado
$1.5M -$93.2K -2,505 -6%
Citadel Advisors
7
Citadel Advisors
Florida
$1.39M +$1.39M +37,296 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.24M +$1.2M +32,106 +2,621%
LPL Financial
9
LPL Financial
California
$1.17M -$423K -11,364 -26%
JFA
10
JNBA Financial Advisors
Minnesota
$700K -$193K -5,196 -22%
Bank of America
11
Bank of America
North Carolina
$672K +$288K +7,726 +75%
Osaic Holdings
12
Osaic Holdings
Arizona
$485K +$111K +2,980 +30%
FZCM
13
Flynn Zito Capital Management
New York
$475K +$54.7K +1,469 +13%
RF
14
RHS Financial
California
$395K -$291K -7,810 -42%
FHA
15
Flagship Harbor Advisors
Massachusetts
$359K +$359K +9,649 New
FI
16
Financial Insights
Washington
$284K – – –
MIA
17
Milestone Investment Advisors
Wisconsin
$225K +$37 +1 +0%
NA
18
NewEdge Advisors
Louisiana
$121K – – –
AF
19
Advisornet Financial
Minnesota
$112K -$16.2K -434 -13%
PCA
20
Providence Capital Advisors
North Carolina
$108K +$108K +2,889 New
LFG
21
Larson Financial Group
Missouri
$88K +$409 +11 +0.5%
DP
22
Denver PWM
Colorado
$25.4K -$16.3K -437 -39%
GRP
23
Global Retirement Partners
California
$20.3K – – –
UBS Group
24
UBS Group
Switzerland
– -$44.1K -1,251 Closed