Pimco Rafi Esg U.S. Etf (RAFE) Institutional Ownership

$34.91
-0.02 (-0.06%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Pimco Rafi Esg U.S. Etf (NYSEARCA:RAFE)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$3.86M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.35M
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RAFE Institutional Buying and Selling by Quarter

Pimco Rafi Esg U.S. Etf Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Balanced Rock Investment Advisors LLC104,035$3.70M3.2%-2.4%7.175%
4/29/2024Commonwealth Equity Services LLC42,838$1.52M0.0%+33.1%2.954%
4/26/2024 Northwest Bancshares Inc.214,697$7.64M1.2%+2.2%14.807%
4/26/2024 JNBA Financial Advisors35,333$1.26M0.1%-14.1%2.437%
4/18/2024 RHS Financial LLC19,746$702K0.4%-8.3%1.362%
4/18/2024 Arlington Financial Advisors LLC123,573$4.40M1.0%+1.0%8.522%
4/11/2024 GenWealth Group Inc.85,389$3.04M0.8%-1.2%7.763%
4/10/2024 Bruce G. Allen Investments LLC42,561$1.51M1.2%-1.7%3.869%
2/8/2024 JNBA Financial Advisors41,140$1.34M0.2%-0.7%3.740%
1/31/2024 Flynn Zito Capital Management LLC12,863$418K0.3%N/A1.169%
1/25/2024 Financial Insights Inc.8,560$278K0.1%-27.5%0.778%
1/18/2024 RHS Financial LLC21,542$701K0.4%-20.0%1.958%
1/11/2024 GenWealth Group Inc.86,390$2.81M0.8%-2.1%7.854%
1/11/2024 Bruce G. Allen Investments LLC43,299$1.41M1.3%N/A3.936%
1/9/2024 Arlington Financial Advisors LLC122,370$3.98M1.2%+2.7%11.125%
12/7/2023 Financial Insights Inc.11,810$336K0.1%N/A1.074%
11/8/2023 Milestone Investment Advisors LLC8,507$247K0.1%+11.3%0.773%
11/3/2023 Arlington Financial Advisors LLC119,194$3.47M1.2%-1.8%10.836%
11/2/2023 JNBA Financial Advisors41,446$1.21M0.2%+4.0%3.768%
10/27/2023 Northwest Bancshares Inc.212,665$6.18M1.2%-3.4%19.333%
10/24/2023 RHS Financial LLC26,927$783K0.5%-1.8%2.448%
8/3/2023 JNBA Financial Advisors39,869$1.21M0.1%+31.7%3.624%
8/2/2023 Milestone Investment Advisors LLC7,644$232K0.1%-50.2%0.695%
7/24/2023 Arlington Financial Advisors LLC121,439$3.69M1.3%-1.3%11.566%
7/24/2023 Northwest Bancshares Inc.220,126$6.69M1.2%+7.5%20.964%
7/21/2023 RHS Financial LLC27,424$834K0.6%+11.8%2.612%
7/13/2023 GenWealth Group Inc.87,234$2.65M0.8%+3.2%8.308%
5/10/2023 Northwest Bancshares Inc.204,760$5.92M1.1%+1.0%19.501%
5/8/2023 Arlington Financial Advisors LLC122,996$3.55M1.4%-4.8%11.714%
5/2/2023 JNBA Financial Advisors30,264$875K0.1%+3.7%2.882%
4/28/2023 AdvisorNet Financial Inc3,540$102K0.0%+35.6%0.337%
4/27/2023 RHS Financial LLC24,525$709K0.5%-10.9%2.336%
4/11/2023 GenWealth Group Inc.84,568$2.44M0.7%+1.6%8.457%
3/15/2023 Milestone Investment Advisors LLC15,162$423K0.1%N/A1.516%
2/13/2023 Northwest Bancshares Inc.202,760$5.66M1.1%+23.5%20.276%
2/10/2023 Financial Insights Inc.9,896$276K0.1%-19.4%0.990%
2/7/2023 JNBA Financial Advisors29,197$815K0.1%-5.0%2.920%
1/24/2023 RHS Financial LLC27,516$768K0.6%-14.0%2.752%
1/19/2023 GenWealth Group Inc.83,276$2.33M0.8%+34.0%8.328%
1/19/2023 Arlington Financial Advisors LLC129,179$3.61M1.5%-1.6%12.918%
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1/13/2023 3EDGE Asset Management LP18,456$515K0.0%N/A1.846%
11/15/2022 Northwest Bancshares Inc.164,129$4.17M1.0%+2.0%17.277%
10/21/2022 RHS Financial LLC31,980$812K0.7%-2.0%3.198%
10/20/2022 Dynamic Advisor Solutions LLC24,231$616K0.0%+26.4%2.423%
10/19/2022 Arlington Financial Advisors LLC131,299$3.34M1.7%+0.3%13.130%
10/14/2022 GenWealth Group Inc.62,162$1.58M0.5%+21.1%6.216%
8/16/2022 Northwest Bancshares Inc.160,892$4.43M1.0%+10.8%16.089%
8/3/2022 Financial Insights Inc.12,279$338K0.3%N/A1.228%
7/28/2022 GenWealth Group Inc.51,320$1.41M0.5%+6.8%5.132%
7/15/2022 RHS Financial LLC32,640$898K0.7%-31.0%3.138%
7/13/2022 Arlington Financial Advisors LLC130,899$3.60M1.6%+1.1%12.586%
5/5/2022 GenWealth Group Inc.48,050$1.52M0.4%+92.8%4.408%
5/4/2022 Advisor Group Holdings Inc.17,828$564K0.0%N/A1.636%
4/29/2022 Northwest Bancshares Inc.145,170$4.59M0.9%-2.3%13.318%
4/29/2022 JNBA Financial Advisors30,548$966K0.1%-18.2%2.803%
4/26/2022 Arlington Financial Advisors LLC129,423$4.09M1.6%+3.5%13.073%
4/14/2022 RHS Financial LLC47,294$1.50M1.1%-13.5%5.436%
4/11/2022 Dynamic Advisor Solutions LLC18,995$601K0.0%+5.3%2.183%
2/11/2022 True North Advisors LLC37,194$1.23M0.2%N/A4.275%
2/10/2022 GenWealth Group Inc.24,917$824K0.2%+50.5%2.864%
2/9/2022 Northwest Bancshares Inc.148,527$4.92M1.0%+1,385.3%17.072%
2/3/2022 JNBA Financial Advisors37,364$1.24M0.2%-2.2%4.295%
1/26/2022 RHS Financial LLC54,670$1.81M1.3%+1.2%6.667%
1/26/2022 Dynamic Advisor Solutions LLC18,035$597K0.0%+16.1%2.199%
1/18/2022 Arlington Financial Advisors LLC125,010$4.14M1.4%+1.7%15.245%
11/10/2021 JNBA Financial Advisors38,185$1.16M0.2%+3.3%5.699%
11/9/2021 Nottingham Advisors Inc.7,450$227K0.0%N/A1.112%
10/28/2021 Dynamic Advisor Solutions LLC15,528$472K0.0%+25.2%2.318%
10/19/2021 GenWealth Group Inc.16,551$503K0.1%N/A2.470%
10/15/2021 AdvisorNet Financial Inc2,431$74K0.0%+351.0%0.363%
10/14/2021 RHS Financial LLC54,047$1.64M1.2%-3.0%8.067%
10/13/2021 Northwest Bancshares Inc.10,000$304K0.1%N/A1.493%
9/3/2021Parametric Portfolio Associates LLC35,265$1.09M0.0%+106.6%5.263%
8/17/2021 Citadel Advisors LLC37,902$1.17M0.0%N/A5.657%
8/16/2021 Goldman Sachs Group Inc.21,854$672K0.0%N/A3.262%
8/13/2021 OLD Mission Capital LLC23,458$721K0.0%N/A3.501%
8/10/2021 Dynamic Advisor Solutions LLC12,399$381K0.0%-4.5%1.851%
8/4/2021 JNBA Financial Advisors36,979$1.14M0.2%+2.5%5.519%
8/1/2021 Arlington Financial Advisors LLC113,714$3.50M1.3%-4.3%16.972%
5/19/2021 RHS Financial LLC55,489$1.62M1.4%+0.8%9.735%
5/18/2021 Jane Street Group LLC33,483$978K0.0%-19.3%5.874%
5/3/2021 JNBA Financial Advisors36,072$1.05M0.2%+35.9%6.328%
4/29/2021 Retirement Capital Strategies49,198$1.44M0.6%N/A8.631%
4/27/2021 Dynamic Advisor Solutions LLC12,984$379K0.0%+14.1%2.278%
4/23/2021 Arlington Financial Advisors LLC118,763$3.47M1.4%+16.6%20.836%
3/26/2021Susquehanna International Group LLP27,862$719K0.0%N/A5.928%
2/17/2021 Jane Street Group LLC41,488$1.07M0.0%-57.4%9.878%
2/3/2021 Dynamic Advisor Solutions LLC11,383$294K0.0%-7.0%2.710%
1/30/2021 Arlington Financial Advisors LLC101,827$2.63M1.1%+20.9%24.245%
1/30/2021 RHS Financial LLC55,033$1.42M1.2%+20.2%13.103%
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1/25/2021 JNBA Financial Advisors26,552$686K0.1%+414.3%6.322%
1/14/2021 Larson Financial Group LLC1,911$49K0.0%+32.2%0.455%
11/17/2020 Jane Street Group LLC97,370$2.20M0.0%-48.7%23.183%
11/5/2020 JNBA Financial Advisors5,163$117K0.0%+247.9%1.229%
10/27/2020 Dynamic Advisor Solutions LLC12,244$276K0.0%N/A2.915%
10/20/2020 RHS Financial LLC45,778$1.03M1.0%+159.9%10.900%
10/8/2020 Larson Financial Group LLC1,446$33K0.0%N/A0.344%
8/17/2020 Jane Street Group LLC189,863$4.06M0.0%-60.7%45.205%
7/24/2020 JNBA Financial Advisors1,484$32K0.0%N/A0.353%
7/20/2020 RHS Financial LLC17,612$377K0.4%+17.2%4.193%
(Data available from 1/1/2016 forward)

RAFE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RAFE shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Pimco Rafi Esg U.S. Etf. The most heavily invested institutionals were Northwest Bancshares Inc. ($7.64M), Arlington Financial Advisors LLC ($4.40M), Balanced Rock Investment Advisors LLC ($3.70M), GenWealth Group Inc. ($3.04M), Commonwealth Equity Services LLC ($1.52M), Bruce G. Allen Investments LLC ($1.51M), and JNBA Financial Advisors ($1.26M).Learn more on RAFE's institutional investors.

Which institutional investors have been buying Pimco Rafi Esg U.S. Etf stock?

Of the 13 institutional investors that purchased Pimco Rafi Esg U.S. Etf stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwest Bancshares Inc. ($79.49K), Bruce G. Allen Investments LLC ($43.30K), GenWealth Group Inc. ($39.18K), Financial Insights Inc. ($24.09K), 3EDGE Asset Management LP ($18.46K), Milestone Investment Advisors LLC ($16.03K), and Flynn Zito Capital Management LLC ($12.86K).

How much institutional buying is happening at Pimco Rafi Esg U.S. Etf?

Institutional investors have bought a total of 271,443 shares in the last 24 months. This purchase volume represents approximately $8.01M in transactions.

Which Pimco Rafi Esg U.S. Etf major shareholders have been selling company stock?

Of the 9 institutional investors that sold Pimco Rafi Esg U.S. Etf stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RHS Financial LLC ($30.45K), Arlington Financial Advisors LLC ($12.11K), Milestone Investment Advisors LLC ($7.72K), JNBA Financial Advisors ($7.66K), Northwest Bancshares Inc. ($7.46K), Financial Insights Inc. ($5.63K), and GenWealth Group Inc. ($2.82K).

How much institutional selling is happening at Pimco Rafi Esg U.S. Etf?

Institutional investors have sold a total of 77,091 shares in the last 24 months. This volume of shares sold represents approximately $2.33M in transactions.


This page (NYSEARCA:RAFE) was last updated on 5/19/2024 by MarketBeat.com Staff

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