PIMCO RAFI ESG US ETF
RAFE
24 hedge funds and large institutions have $46M invested in PIMCO RAFI ESG US ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 1 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
52% more capital invested
Capital invested by funds: $30.2M → $46M (+$15.8M)
11.08% more ownership
Funds ownership: 49.23% → 60.31% (+11%)
4% more funds holding
Funds holding: 23 → 24 (+1)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$318K |
| 2 |
FI
Financial Insights
Tacoma,
Washington
|
+$262K |
| 3 |
LPL Financial
San Diego,
California
|
+$184K |
| 4 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$179K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$681K |
| 2 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$309K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$131K |
| 4 |
PCA
Providence Capital Advisors
Charlotte,
North Carolina
|
-$108K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$77.1K |
RAFE Hedge Fund Activity: Q4 2024 in Review
24 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q4 2024, worth a combined $46M — up 52% from $30.2M 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 11 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $318K. The largest seller was Royal Bank of Canada, cutting an estimated $681K.
- 24 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q4 2024, up from 23 in Q3 2024.
- Funds reported $46M of PIMCO RAFI ESG US ETF stock for Q4 2024, up 52% quarter-over-quarter.
- 2 funds opened new PIMCO RAFI ESG US ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest PIMCO RAFI ESG US ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $318K added.
- The largest PIMCO RAFI ESG US ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $681K sold.
Based on aggregated 13F filings for Q4 2024.