PIMCO RAFI ESG US ETF
RAFE
30 hedge funds and large institutions have $61M invested in PIMCO RAFI ESG US ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
7% more funds holding
Funds holding: 28 → 30 (+2)
5% more capital invested
Capital invested by funds: $58.1M → $61M (+$2.97M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7.1% less ownership
Funds ownership: 64.8% → 57.7% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
Financial Insights
Tacoma,
Washington
|
+$519K |
| 2 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$478K |
| 3 |
LPL Financial
San Diego,
California
|
+$426K |
| 4 |
Goldman Sachs
New York
|
+$318K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$1.89M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$379K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$373K |
| 5 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
-$15.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WN
26
Williams & Novak
Westlake Village,
California
| $204K | +$195K | +5,000 | New |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $122K | +$156 | +4 | +0.1% |
|
|
LFG
28
Larson Financial Group
St Louis,
Missouri
| $98K | +$430 | +11 | +0.5% |
|
|
SAM
29
Smartleaf Asset Management
Boston,
Massachusetts
| $58.7K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $21K | -$547 | -14 | -3% |
|
31
Raymond James Financial
St Petersburg,
Florida
| – | -$12.7K | -332 | Closed |
|
RAFE Hedge Fund Activity: Q3 2025 in Review
30 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q3 2025, worth a combined $61M — up 5.1% from $58.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RAFE positions and 1 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Financial Insights, adding an estimated $519K. The largest seller was Northwest Bancshares, cutting an estimated $1.89M.
- 30 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q3 2025, up from 28 in Q2 2025.
- Funds reported $61M of PIMCO RAFI ESG US ETF stock for Q3 2025, up 5.1% quarter-over-quarter.
- 3 funds opened new PIMCO RAFI ESG US ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
- The largest PIMCO RAFI ESG US ETF buyer in Q3 2025 was Financial Insights, an estimated $519K added.
- The largest PIMCO RAFI ESG US ETF seller in Q3 2025 was Northwest Bancshares, an estimated $1.89M sold.
Based on aggregated 13F filings for Q3 2025.