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PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS) Institutional Ownership

$47.29 +0.39 (+0.83%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (NYSEARCA:MFUS)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$21.25M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.36M
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MFUS Institutional Buying and Selling by Quarter

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025 Baker Ellis Asset Management LLC229,198$11.51M1.7%-1.0%6.702%
4/9/2025 Mid American Wealth Advisory Group Inc.5,555$279K0.1%N/A0.162%
2/18/2025Sunbelt Securities Inc.849$42K0.0%+55.8%0.027%
2/17/2025Quantinno Capital Management LP5,693$282K0.0%-29.9%0.182%
2/17/2025Cetera Investment Advisers19,677$976K0.0%+35.6%0.631%
2/14/2025Integrated Wealth Concepts LLC7,371$366K0.0%+55.2%0.236%
2/14/2025Susquehanna International Group LLP39,145$1.94M0.0%-18.2%1.255%
2/13/2025Capital Square LLC19,604$1.02M0.6%+70.3%0.628%
2/13/2025Schiavi & Co LLC1,361,835$67.53M26.4%+2.6%43.649%
2/13/2025Raymond James Financial Inc.28,616$1.42M0.0%N/A0.917%
2/12/2025JPMorgan Chase & Co.25,229$1.25M0.0%-19.6%0.809%
2/12/2025PKS Advisory Services LLC15,938$790K0.2%N/A0.511%
2/10/2025Entrewealth LLC105,161$5.27M4.9%N/A3.371%
2/10/2025Austin Wealth Management LLC562,707$28.61M5.9%-0.2%18.035%
2/6/2025Raymond James Financial Inc.28,616$1.42M0.0%N/A0.917%
2/4/2025Marshall Investment Management LLC107,778$5.40M3.2%N/A3.454%
1/28/2025Moloney Securities Asset Management LLC46,737$2.32M0.3%+1.3%1.498%
1/23/2025Williams & Novak LLC135,145$6.70M6.5%+0.3%4.332%
1/17/2025 Janney Montgomery Scott LLC17,013$844K0.0%N/A0.545%
1/17/2025 Baker Ellis Asset Management LLC231,578$11.48M1.7%+7.4%7.422%
12/26/2024JPMorgan Chase & Co.31,386$1.59M0.0%-35.9%1.006%
11/15/2024MML Investors Services LLC16,393$829K0.0%-17.5%0.525%
11/15/2024Quantinno Capital Management LP8,117$411K0.0%N/A0.260%
11/15/2024Integrated Wealth Concepts LLC4,749$240K0.0%N/A0.152%
11/13/2024Capital Square LLC11,509$582K0.4%N/A0.369%
10/30/2024Moloney Securities Asset Management LLC46,115$2.33M0.3%-1.2%1.478%
10/28/2024Austin Wealth Management LLC563,788$28.16M6.2%+2.9%18.070%
10/8/2024Williams & Novak LLC134,707$6.82M6.4%-1.9%4.318%
8/8/2024Schiavi & Co LLC1,313,907$62.30M24.4%-1.4%42.112%
7/31/2024Austin Wealth Management LLC548,021$26.33M6.2%+0.7%17.565%
7/12/2024Williams & Novak LLC137,361$6.51M6.1%-1.5%4.403%
7/9/2024 Baker Ellis Asset Management LLC220,307$10.45M1.6%+0.5%7.061%
5/23/2024Austin Wealth Management LLC544,283$25.35M6.3%+0.0%17.445%
5/2/2024Moloney Securities Asset Management LLC46,836$2.21M0.3%-4.5%1.455%
4/23/2024Raymond James Financial Services Advisors Inc.29,526$1.39M0.0%+24.6%0.946%
4/17/2024 Baker Ellis Asset Management LLC219,104$10.34M1.5%+6.3%7.023%
4/12/2024 Dynamic Advisor Solutions LLC137,231$6.47M0.2%+0.2%4.398%
2/21/2024Austin Wealth Management LLC544,033$24.12M6.5%+0.8%16.895%
2/8/2024Schiavi & Co LLC1,334,911$55.91M23.2%-7.0%41.457%
1/26/2024Williams & Novak LLC139,484$5.84M6.6%N/A4.332%
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1/23/2024 Baker Ellis Asset Management LLC206,060$8.63M1.4%-2.3%6.399%
1/16/2024Raymond James Financial Services Advisors Inc.23,696$992K0.0%N/A0.736%
1/11/2024 Dynamic Advisor Solutions LLC136,896$5.67M0.2%-7.4%4.251%
12/5/2023Austin Wealth Management LLC539,716$21.35M6.6%N/A16.761%
11/1/2023Orion Portfolio Solutions LLC22,351$857K0.0%-50.0%0.694%
10/27/2023Schiavi & Co LLC1,435,354$55.04M23.3%+0.1%44.576%
10/24/2023 Baker Ellis Asset Management LLC211,010$8.09M1.5%-0.7%6.553%
10/24/2023Cambridge Investment Research Advisors Inc.50,092$1.92M0.0%-25.1%1.556%
10/11/2023 Dynamic Advisor Solutions LLC147,801$5.67M0.3%+5.3%4.590%
8/9/2023 Baker Ellis Asset Management LLC212,494$8.39M1.4%+0.3%6.599%
8/7/2023Schiavi & Co LLC1,434,587$56.62M23.5%+2.7%44.552%
8/3/2023 Dynamic Advisor Solutions LLC140,299$5.54M0.3%N/A4.357%
7/13/2023Cambridge Investment Research Advisors Inc.66,881$2.64M0.0%-66.9%2.077%
5/12/2023Moloney Securities Asset Management LLC45,276$1.73M0.3%-2.7%1.406%
5/11/2023Cambridge Investment Research Advisors Inc.202,322$7.74M0.0%-25.1%6.283%
5/8/2023 Baker Ellis Asset Management LLC211,841$8.11M1.5%+4.2%6.579%
5/3/2023Schiavi & Co LLC1,396,198$53.44M23.1%+7.9%43.360%
2/13/2023Atria Wealth Solutions Inc.125,685$4.82M0.1%+7.2%4.162%
2/10/2023Schiavi & Co LLC1,293,484$49.30M31.3%-1.2%42.831%
2/9/2023 Baker Ellis Asset Management LLC203,236$7.75M1.5%-3.3%6.730%
2/8/2023Cambridge Investment Research Advisors Inc.270,088$10.30M0.1%+80.5%8.943%
2/7/2023IFP Advisors Inc8,925$252K0.0%+50.0%0.296%
1/30/2023Moloney Securities Asset Management LLC46,555$1.77M0.4%-0.6%1.542%
11/15/2022 Baker Ellis Asset Management LLC210,076$7.19M1.6%+4.0%7.194%
11/8/2022Schiavi & Co LLC1,308,611$44.79M32.4%+0.6%44.815%
11/1/2022Brinker Capital Investments LLC22,351$765K0.0%N/A0.765%
10/31/2022Moloney Securities Asset Management LLC46,828$1.60M0.4%-3.2%1.604%
10/17/2022Cambridge Investment Research Advisors Inc.149,672$5.12M0.0%+81.9%5.126%
8/15/2022Atria Wealth Solutions Inc.71,699$2.60M0.0%+562.3%2.636%
8/10/2022Schiavi & Co LLC1,300,394$47.07M34.7%+4.1%47.809%
8/3/2022Moloney Securities Asset Management LLC48,381$1.75M0.4%-0.9%1.847%
7/22/2022 Baker Ellis Asset Management LLC201,956$7.31M1.5%+5.2%7.708%
7/13/2022Cambridge Investment Research Advisors Inc.82,286$2.98M0.0%N/A3.141%
5/10/2022Moloney Securities Asset Management LLC48,813$2.02M0.4%-2.0%2.199%
5/4/2022 Baker Ellis Asset Management LLC192,040$7.93M1.4%+14.5%8.650%
5/2/2022Schiavi & Co LLC1,248,673$51.59M37.9%-1.0%56.247%
2/7/2022Schiavi & Co LLC1,260,927$52.13M39.2%+3.6%59.478%
1/28/2022Moloney Securities Asset Management LLC49,817$2.06M0.3%-0.7%2.350%
1/28/2022WBI Investments Inc.5,005$205K0.0%N/A0.236%
1/27/2022 Baker Ellis Asset Management LLC167,721$6.93M1.2%+2.6%7.911%
11/9/2021Schiavi & Co LLC1,217,083$46.93M38.1%+0.2%57.410%
10/27/2021Moloney Securities Asset Management LLC50,166$1.93M0.4%+4.4%2.366%
10/15/2021 Baker Ellis Asset Management LLC163,501$6.40M1.2%+3.8%7.712%
8/13/2021WBI Investments Inc.10,803$423K0.1%N/A0.510%
8/11/2021Susquehanna International Group LLP40,177$1.57M0.0%-11.2%1.895%
8/10/2021 Baker Ellis Asset Management LLC157,538$6.17M1.2%+15.6%7.431%
7/31/2021Schiavi & Co LLC1,215,218$47.56M39.2%+3.8%57.322%
5/18/2021Jane Street Group LLC20,005$728K0.0%-68.6%0.990%
5/12/2021UBS Group AG1,534$56K0.0%-30.0%0.076%
5/4/2021Schiavi & Co LLC1,170,793$42.62M40.4%-5.5%57.960%
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The Golden Path to Retirement gives you the whole story.
4/28/2021 Baker Ellis Asset Management LLC136,283$4.96M1.1%+10.1%6.747%
4/28/2021Moloney Securities Asset Management LLC47,990$1.75M0.3%+2.9%2.376%
(Data available from 1/1/2016 forward)

MFUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFUS shares?

During the previous two years, 23 institutional investors and hedge funds held shares of PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF. The most heavily invested institutionals were Schiavi & Co LLC ($67.53M), Austin Wealth Management LLC ($28.61M), Baker Ellis Asset Management LLC ($11.51M), Williams & Novak LLC ($6.70M), Dynamic Advisor Solutions LLC ($6.47M), Marshall Investment Management LLC ($5.40M), and Entrewealth LLC ($5.27M).Learn more on MFUS's institutional investors.

Which institutional investors have been buying PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF stock?

Of the 18 institutional investors that purchased PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Austin Wealth Management LLC ($563.79K), Schiavi & Co LLC ($176.92K), Dynamic Advisor Solutions LLC ($148.14K), Williams & Novak LLC ($139.92K), Marshall Investment Management LLC ($107.78K), Entrewealth LLC ($105.16K), and Raymond James Financial Inc. ($57.23K).

How much institutional buying is happening at PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF?

Institutional investors have bought a total of 1,447,583 shares in the last 24 months. This purchase volume represents approximately $61.25M in transactions.

Which PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($220.00K), Schiavi & Co LLC ($119.22K), JPMorgan Chase & Co. ($23.75K), Orion Portfolio Solutions LLC ($22.35K), Dynamic Advisor Solutions LLC ($10.91K), Baker Ellis Asset Management LLC ($8.81K), and Susquehanna International Group LLP ($8.72K).

How much institutional selling is happening at PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF?

Institutional investors have sold a total of 429,579 shares in the last 24 months. This volume of shares sold represents approximately $17.77M in transactions.



This page (NYSEARCA:MFUS) was last updated on 4/21/2025 by MarketBeat.com Staff
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