Pacific Life Fund Advisors' Quarter-Over-Quarter 13F Holdings: A Closer Look

As investors, one of the things we often monitor is the quarterly filings of institutional investment managers. These filings, reported on Form 13F, provide insights into the stock holdings of some of the most prominent investment managers in the world. In this article, we take a closer look at Pacific Life Fund Advisors LLC's Q4 2022 versus Q1 2023 13F holdings.

Pacific Life Fund Advisors LLC is an experienced investment manager with over 150 years of investment experience. The firm manages over $140 billion in assets across multiple strategies, including fixed income, equity, and alternatives. The company's 13F filing provides a snapshot of the firm's equity holdings as of the end of Q1 2023.

According to the filing, Pacific Life Fund Advisors LLC made several notable changes to its equity holdings during the first quarter of 2023. One of the most significant changes was a 4.5% increase in American Century ETF TR's AVIG shares. The firm had 1,301,974 AVIG shares at the end of Q4 2022, which increased to 1,323,407 shares at the end of Q1 2023. The value of these shares also rose from $53,347,000 to $55,754,000.

On the other hand, Pacific Life Fund Advisors LLC sold some shares in American Century ETF TR's AVDE, reducing its position by 4.3%. The firm had 599,598 shares of AVDE at the end of Q4 2022, which decreased to 535,004 shares by the end of Q1 2023. The value of these shares went from $31,892,000 to $30,511,000.

Pacific Life Fund Advisors LLC also trimmed down its position in American Century ETF TR's AVUS. The firm had 2,083,556 shares of AVUS at the end of Q4 2022, which decreased to 1,980,314 shares by the end of Q1 2023 – a 0.9% reduction. The value of these shares also fell from $141,702,000 to $140,364,000.

Another notable change was the increase in American Century ETF TR's AVSF shares, which rose by 8.2%. The firm had 394,564 shares of AVSF at the end of Q4 2022, which increased to 422,561 shares by the end of Q1 2023. The value of these shares also rose from $18,101,000 to $19,579,000.

Pacific Life Fund Advisors LLC also increased its position in American Century ETF TR's AVEM shares, adding 17.7% to its holdings. The firm had 141,362 shares of AVEM at the end of Q4 2022, which increased to 158,762 shares by the end of Q1 2023. The value of these shares also went up from $7,131,000 to $8,396,000.

Overall, these changes show that Pacific Life Fund Advisors LLC made some tactical changes to its equity holdings during Q1 2023. While the firm increased its position in some stocks, it also reduced its exposure to others.

In conclusion, understanding institutional investors' quarterly filings through Form 13F is an essential aspect of investment research. By analyzing and keeping up to date with these filings, we can gain insights into how prominent investment managers are positioning themselves within the market. As always, when evaluating potential investments, it's essential to do your due diligence and develop a well-informed investment strategy that aligns with your investment goals and risk tolerance.