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PIMCO RAFI ESG US ETF

39 hedge funds and large institutions have $76.5M invested in PIMCO RAFI ESG US ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIP
1
Sellwood Investment Partners
Oregon
$20.6M
SC
2
Savant Capital
Illinois
$8.32M
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$6.2M
AFA
4
Arlington Financial Advisors
California
$5.35M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.03M
NB
6
Northwest Bancshares
Pennsylvania
$4.62M
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$4.21M
GG
8
GenWealth Group
New Jersey
$3.65M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.79M
LPL Financial
10
LPL Financial
California
$2.44M
NA
11
NewEdge Advisors
Louisiana
$2.08M
BGAI
12
Bruce G. Allen Investments
Colorado
$1.6M
Osaic Holdings
13
Osaic Holdings
Arizona
$1.39M
DAS
14
Dynamic Advisor Solutions
Arizona
$882K
MAC
15
Mason & Associates (California)
California
$831K
Goldman Sachs
16
Goldman Sachs
New York
$722K
FHA
17
Flagship Harbor Advisors
Massachusetts
$562K
WCFA
18
Walkner Condon Financial Advisors
Wisconsin
$555K
FZCM
19
Flynn Zito Capital Management
New York
$488K
Bank of America
20
Bank of America
North Carolina
$476K
JFA
21
JNBA Financial Advisors
Minnesota
$419K
KW
22
KWB Wealth
California
$408K
BDFN
23
Bond & Devick Financial Network
Minnesota
$361K
Citadel Advisors
24
Citadel Advisors
Florida
$333K
RF
25
RHS Financial
California
$297K