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PIMCO RAFI ESG US ETF

43 hedge funds and large institutions have $86.5M invested in PIMCO RAFI ESG US ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

9% more capital invested

Capital invested by funds: $79.2M → $86.5M (+$7.38M)

8% more funds holding

Funds holding: 4043 (+3)

2.12% more ownership

Funds ownership: 66.08%68.21% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
26
RHS Financial
California
$310K +$16.6K +388 +5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$267K +$274K +6,428 New
MIA
28
Milestone Investment Advisors
Wisconsin
$248K +$128 +3 +0.1%
Raymond James Financial
29
Raymond James Financial
Florida
$233K +$7.9K +185 +3%
SFC
30
Sprinkle Financial Consultants
Colorado
$221K +$896 +21 +0.4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$213K +$896 +21 +0.4%
WN
32
Williams & Novak
California
$208K
Wells Fargo
33
Wells Fargo
California
$173K +$178K +4,169 New
AF
34
Advisornet Financial
Minnesota
$160K +$35.9K +841 +28%
FFA
35
Farther Finance Advisors
California
$154K -$42.7K -1,000 -21%
HI
36
Harbour Investments
Wisconsin
$153K +$157K +3,678 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$153K +$157K +3,673 New
SG
38
Sankala Group
Colorado
$134K +$36.2K +847 +35%
GSEP
39
Golden State Equity Partners
California
$114K +$117K +2,745 New
Osaic Holdings
40
Osaic Holdings
Arizona
$78.1K -$1.32M -30,995 -94%
SAM
41
Smartleaf Asset Management
Massachusetts
$59.2K
JP Morgan Chase
42
JP Morgan Chase
New York
$4.11K +$4.31K +101 New
BA
43
Blueline Advisors
New Hampshire
$1.04K -$7.47K -175 -88%
Goldman Sachs
44
Goldman Sachs
New York
-$722K -17,189 Closed
TAM
45
Townsend Asset Management
North Carolina
-$202K -4,815 Closed
LFG
46
Larson Financial Group
Missouri
-$102K -2,418 Closed
UBS Group
47
UBS Group
Switzerland
-$630 -15 Closed

RAFE Hedge Fund Activity: Q1 2026 in Review

43 of the 8,136 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q1 2026, worth a combined $86.5M — up 9.3% from $79.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RAFE positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.82M. The largest seller was Osaic Holdings, cutting an estimated $1.32M.

  • 43 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q1 2026, up from 40 in Q4 2025.
  • Funds reported $86.5M of PIMCO RAFI ESG US ETF stock for Q1 2026, up 9.3% quarter-over-quarter.
  • 8 funds opened new PIMCO RAFI ESG US ETF positions in Q1 2026 and 4 closed out, a net change of +4 holders.
  • The largest PIMCO RAFI ESG US ETF buyer in Q1 2026 was LPL Financial, an estimated $4.82M added.
  • The largest PIMCO RAFI ESG US ETF seller in Q1 2026 was Osaic Holdings, an estimated $1.32M sold.

Based on aggregated 13F filings for Q1 2026.