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PIMCO RAFI ESG US ETF

28 hedge funds and large institutions have $58.1M invested in PIMCO RAFI ESG US ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

17% more funds holding

Funds holding: 2428 (+4)

14% more capital invested

Capital invested by funds: $51M → $58.1M (+$7.05M)

2.4% more ownership

Funds ownership: 62.4%64.8% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
14
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIP
1
Sellwood Investment Partners
Oregon
$19.3M +$131K +3,678 +0.7%
NB
2
Northwest Bancshares
Pennsylvania
$6.14M -$126K -3,518 -2%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$5.75M +$1.45M +40,478 +37%
AFA
4
Arlington Financial Advisors
California
$5.08M +$54.6K +1,527 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.52M +$538K +15,037 +15%
GG
6
GenWealth Group
New Jersey
$3.19M +$96.3K +2,694 +3%
FI
7
Financial Insights
Washington
$1.88M +$1.76M +49,333 New
NA
8
NewEdge Advisors
Louisiana
$1.7M -$106K -2,968 -6%
Citadel Advisors
9
Citadel Advisors
Florida
$1.66M +$750K +20,988 +93%
LPL Financial
10
LPL Financial
California
$1.47M +$29.9K +837 +2%
BGAI
11
Bruce G. Allen Investments
Colorado
$1.44M -$41.4K -1,159 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.03M -$72.6K -2,032 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$855K +$172K +4,805 +27%
Goldman Sachs
14
Goldman Sachs
New York
$796K -$10.1K -283 -1%
FHA
15
Flagship Harbor Advisors
Massachusetts
$480K +$9.55K +267 +2%
FZCM
16
Flynn Zito Capital Management
New York
$458K +$4.43K +124 +1%
Bank of America
17
Bank of America
North Carolina
$437K -$158K -4,430 -28%
JFA
18
JNBA Financial Advisors
Minnesota
$398K -$23.2K -649 -6%
RF
19
RHS Financial
California
$338K -$59.2K -1,657 -16%
KW
20
KWB Wealth
California
$323K +$111K +3,110 +54%
BDFN
21
Bond & Devick Financial Network
Minnesota
$276K +$44.2K +1,235 +21%
MIA
22
Milestone Investment Advisors
Wisconsin
$226K +$72 +2 +0%
AF
23
Advisornet Financial
Minnesota
$114K -$1.04K -29 -1%
LFG
24
Larson Financial Group
Missouri
$91.4K +$429 +12 +0.5%
SAM
25
Smartleaf Asset Management
Massachusetts
$54.9K +$51.9K +1,453 New

RAFE Hedge Fund Activity: Q2 2025 in Review

28 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q2 2025, worth a combined $58.1M — up 14% from $51M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RAFE positions and 0 closed out — a net gain of 4 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Financial Insights, opening a new position worth an estimated $1.76M. The largest seller was Royal Bank of Canada, cutting an estimated $392K.

  • 28 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q2 2025, up from 24 in Q1 2025.
  • Funds reported $58.1M of PIMCO RAFI ESG US ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 4 funds opened new PIMCO RAFI ESG US ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest PIMCO RAFI ESG US ETF buyer in Q2 2025 was Financial Insights, an estimated $1.76M added.
  • The largest PIMCO RAFI ESG US ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $392K sold.

Based on aggregated 13F filings for Q2 2025.