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PIMCO RAFI ESG US ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
10
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$1.61M
2
SIP
Sellwood Investment Partners
Oregon
+$1.43M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.06M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$998K
5
Goldman Sachs
Goldman Sachs
New York
+$769K

Top Sellers

1
FI
Financial Insights
Washington
-$534K
2
Citadel Advisors
Citadel Advisors
Florida
-$410K
3
JFA
JNBA Financial Advisors
Minnesota
-$219K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142K
5
FZCM
Flynn Zito Capital Management
New York
-$27.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIP
1
Sellwood Investment Partners
Oregon
$18.3M +$1.43M +39,262 +8%
NB
2
Northwest Bancshares
Pennsylvania
$5.97M – – –
AFA
3
Arlington Financial Advisors
California
$4.78M -$4.18K -115 -0.1%
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$4.01M -$20.1K -554 -0.5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.76M +$998K +27,461 +36%
GG
6
GenWealth Group
New Jersey
$2.94M +$5.16K +142 +0.2%
NA
7
NewEdge Advisors
Louisiana
$1.72M +$1.61M +44,211 +1,358%
BGAI
8
Bruce G. Allen Investments
Colorado
$1.42M +$6.14K +169 +0.4%
LPL Financial
9
LPL Financial
California
$1.37M +$41.9K +1,152 +3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.06M +$1.06M +29,066 New
Citadel Advisors
11
Citadel Advisors
Florida
$817K -$410K -11,276 -33%
Goldman Sachs
12
Goldman Sachs
New York
$769K +$769K +21,157 New
Osaic Holdings
13
Osaic Holdings
Arizona
$640K +$12.2K +337 +2%
Bank of America
14
Bank of America
North Carolina
$578K -$3.12K -86 -0.5%
FHA
15
Flagship Harbor Advisors
Massachusetts
$447K +$67.7K +1,863 +18%
FZCM
16
Flynn Zito Capital Management
New York
$432K -$27.4K -755 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$404K -$142K -3,917 -26%
JFA
18
JNBA Financial Advisors
Minnesota
$402K -$219K -6,015 -35%
RF
19
RHS Financial
California
$382K -$2.03K -56 -0.5%
BDFN
20
Bond & Devick Financial Network
Minnesota
$218K +$218K +6,004 New
MIA
21
Milestone Investment Advisors
Wisconsin
$215K -$3.6K -99 -2%
KW
22
KWB Wealth
California
$210K +$210K +5,773 New
AF
23
Advisornet Financial
Minnesota
$110K +$182 +5 +0.2%
LFG
24
Larson Financial Group
Missouri
$86.6K +$400 +11 +0.5%
FI
25
Financial Insights
Washington
– -$534K -14,694 Closed
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