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PIMCO RAFI ESG US ETF

29 hedge funds and large institutions have $58.5M invested in PIMCO RAFI ESG US ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
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
$20.7M
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$6.19M
AFA
3
Arlington Financial Advisors
California
$5.41M
NB
4
Northwest Bancshares
Pennsylvania
$4.58M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.43M
GG
6
GenWealth Group
New Jersey
$3.5M
LPL Financial
7
LPL Financial
California
$2.01M
NA
8
NewEdge Advisors
Louisiana
$2M
BGAI
9
Bruce G. Allen Investments
Colorado
$1.54M
Goldman Sachs
10
Goldman Sachs
New York
$1.18M
Osaic Holdings
11
Osaic Holdings
Arizona
$930K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$705K
Citadel Advisors
13
Citadel Advisors
Florida
$664K
FHA
14
Flagship Harbor Advisors
Massachusetts
$516K
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$498K
Bank of America
16
Bank of America
North Carolina
$485K
FZCM
17
Flynn Zito Capital Management
New York
$473K
JFA
18
JNBA Financial Advisors
Minnesota
$419K
KW
19
KWB Wealth
California
$363K
RF
20
RHS Financial
California
$354K
BDFN
21
Bond & Devick Financial Network
Minnesota
$295K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$273K
MIA
23
Milestone Investment Advisors
Wisconsin
$241K
SFC
24
Sprinkle Financial Consultants
Colorado
$214K
WN
25
Williams & Novak
California
$204K