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PIMCO RAFI ESG US ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
9
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.76M
2
FI
2
Financial Insights
Washington
$534K
3
LPL Financial
3
LPL Financial
California
$1.33M
4
AFA
4
Arlington Financial Advisors
California
$4.79M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$630K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$547K
2
NB
2
Northwest Bancshares
Pennsylvania
$5.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.23M
4
PCA
4
Providence Capital Advisors
North Carolina
$0
5
Bank of America
5
Bank of America
North Carolina
$581K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIP
1
Sellwood Investment Partners
Oregon
$16.9M +$16.9M +463,923 New
NB
2
Northwest Bancshares
Pennsylvania
$5.98M -$301K -8,294 -5%
AFA
3
Arlington Financial Advisors
California
$4.79M +$175K +4,813 +4%
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$4.03M -$22.9K -629 -0.6%
GG
5
GenWealth Group
New Jersey
$2.93M -$46.2K -1,272 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.76M +$311K +8,556 +13%
BGAI
7
Bruce G. Allen Investments
Colorado
$1.41M -$53.6K -1,474 -4%
LPL Financial
8
LPL Financial
California
$1.33M +$179K +4,933 +16%
Citadel Advisors
9
Citadel Advisors
Florida
$1.23M -$128K -3,524 -9%
Osaic Holdings
10
Osaic Holdings
Arizona
$630K +$154K +4,223 +32%
JFA
11
JNBA Financial Advisors
Minnesota
$621K -$62.4K -1,716 -9%
Bank of America
12
Bank of America
North Carolina
$581K -$75.3K -2,072 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$547K -$665K -18,287 -55%
FI
14
Financial Insights
Washington
$534K +$256K +7,051 +92%
FZCM
15
Flynn Zito Capital Management
New York
$460K -$4.47K -123 -1%
RF
16
RHS Financial
California
$385K -$1.49K -41 -0.4%
FHA
17
Flagship Harbor Advisors
Massachusetts
$380K +$29K +797 +8%
MIA
18
Milestone Investment Advisors
Wisconsin
$219K -$509 -14 -0.2%
NA
19
NewEdge Advisors
Louisiana
$118K – – –
AF
20
Advisornet Financial
Minnesota
$109K +$145 +4 +0.1%
LFG
21
Larson Financial Group
Missouri
$86.3K +$363 +10 +0.4%
DP
22
Denver PWM
Colorado
$24.9K +$73 +2 +0.3%
GRP
23
Global Retirement Partners
California
$19.8K – – –
UBS Group
24
UBS Group
Switzerland
$8.47K +$8.47K +233 New
PCA
25
Providence Capital Advisors
North Carolina
– -$108K -2,889 Closed