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PIMCO RAFI ESG US ETF

28 hedge funds and large institutions have $58.2M 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
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.38%
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
Shares
Change %
SIP
1
Sellwood Investment Partners
Oregon
$19.3M +$140K +3,678 +0.7%
NB
2
Northwest Bancshares
Pennsylvania
$6.14M -$134K -3,518 -2%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$5.75M +$1.54M +40,478 +37%
AFA
4
Arlington Financial Advisors
California
$5.08M +$58.2K +1,527 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.52M +$573K +15,037 +15%
GG
6
GenWealth Group
New Jersey
$3.19M +$103K +2,694 +3%
FI
7
Financial Insights
Washington
$1.88M +$1.88M +49,333 New
NA
8
NewEdge Advisors
Louisiana
$1.7M -$113K -2,968 -6%
Citadel Advisors
9
Citadel Advisors
Florida
$1.66M +$800K +20,988 +93%
LPL Financial
10
LPL Financial
California
$1.47M +$31.9K +837 +2%
BGAI
11
Bruce G. Allen Investments
Colorado
$1.44M -$44.2K -1,159 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.03M -$77.5K -2,032 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.01M +$350K +9,281 +53%
Goldman Sachs
14
Goldman Sachs
New York
$796K -$10.8K -283 -1%
FHA
15
Flagship Harbor Advisors
Massachusetts
$480K +$10.2K +267 +2%
FZCM
16
Flynn Zito Capital Management
New York
$458K +$4.73K +124 +1%
Bank of America
17
Bank of America
North Carolina
$437K -$169K -4,430 -28%
JFA
18
JNBA Financial Advisors
Minnesota
$398K -$24.8K -649 -6%
RF
19
RHS Financial
California
$338K -$63.2K -1,657 -16%
KW
20
KWB Wealth
California
$323K +$113K +3,110 +54%
BDFN
21
Bond & Devick Financial Network
Minnesota
$276K +$47.1K +1,235 +21%
MIA
22
Milestone Investment Advisors
Wisconsin
$226K +$76 +2 +0%
AF
23
Advisornet Financial
Minnesota
$114K -$1.11K -29 -1%
LFG
24
Larson Financial Group
Missouri
$91.4K +$458 +12 +0.5%
SAM
25
Smartleaf Asset Management
Massachusetts
$54.9K +$54.9K +1,453 New