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PIMCO RAFI ESG US ETF

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 %
% 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
$18.3M
NB
2
Northwest Bancshares
Pennsylvania
$5.97M
AFA
3
Arlington Financial Advisors
California
$4.78M
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$4.01M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.76M
GG
6
GenWealth Group
New Jersey
$2.94M
NA
7
NewEdge Advisors
Louisiana
$1.72M
BGAI
8
Bruce G. Allen Investments
Colorado
$1.42M
LPL Financial
9
LPL Financial
California
$1.37M
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.06M
Citadel Advisors
11
Citadel Advisors
Florida
$817K
Goldman Sachs
12
Goldman Sachs
New York
$769K
Osaic Holdings
13
Osaic Holdings
Arizona
$640K
Bank of America
14
Bank of America
North Carolina
$578K
FHA
15
Flagship Harbor Advisors
Massachusetts
$447K
FZCM
16
Flynn Zito Capital Management
New York
$432K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$404K
JFA
18
JNBA Financial Advisors
Minnesota
$402K
RF
19
RHS Financial
California
$382K
BDFN
20
Bond & Devick Financial Network
Minnesota
$218K
MIA
21
Milestone Investment Advisors
Wisconsin
$215K
KW
22
KWB Wealth
California
$210K
AF
23
Advisornet Financial
Minnesota
$110K
LFG
24
Larson Financial Group
Missouri
$86.6K
FI
25
Financial Insights
Washington