PIMCO RAFI ESG US ETF
RAFE
24 hedge funds and large institutions have $51M invested in PIMCO RAFI ESG US ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
11% more capital invested
Capital invested by funds: $46M → $51M (+$4.97M)
2.09% more ownership
Funds ownership: 60.31% → 62.4% (+2.1%)
0% more funds holding
Funds holding: 24 → 24 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.64M |
| 2 |
SIP
Sellwood Investment Partners
Portland,
Oregon
|
+$1.46M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.08M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.02M |
| 5 |
Goldman Sachs
New York
|
+$785K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
Financial Insights
Tacoma,
Washington
|
-$534K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$418K |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$223K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$145K |
| 5 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
-$28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DP
26
Denver PWM
Denver,
Colorado
| – | -$24.9K | -684 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$8.47K | -233 | Closed |
|
RAFE Hedge Fund Activity: Q1 2025 in Review
24 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q1 2025, worth a combined $51M — up 11% from $46M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RAFE positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $1.64M. The largest seller was Financial Insights, exiting entirely with an estimated $534K sold.
- 24 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $51M of PIMCO RAFI ESG US ETF stock for Q1 2025, up 11% quarter-over-quarter.
- 4 funds opened new PIMCO RAFI ESG US ETF positions in Q1 2025 and 3 closed out, a net change of +1 holder.
- The largest PIMCO RAFI ESG US ETF buyer in Q1 2025 was NewEdge Advisors, an estimated $1.64M added.
- The largest PIMCO RAFI ESG US ETF seller in Q1 2025 was Financial Insights, an estimated $534K sold.
Based on aggregated 13F filings for Q1 2025.