We are live on ! Find out more
RAFE icon

PIMCO RAFI ESG US ETF

30 hedge funds and large institutions have $61M invested in PIMCO RAFI ESG US ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

7% more funds holding

Funds holding: 2830 (+2)

5% more capital invested

Capital invested by funds: $58.1M → $61M (+$2.97M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.1% less ownership

Funds ownership: 64.8%57.7% (-7.1%)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
16
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIP
1
Sellwood Investment Partners
Oregon
$20.7M +$73.3K +1,877 +0.4%
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$6.19M +$49K +1,255 +0.8%
AFA
3
Arlington Financial Advisors
California
$5.41M -$4.22K -108 -0.1%
NB
4
Northwest Bancshares
Pennsylvania
$4.58M -$1.89M -48,449 -30%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.43M -$373K -9,557 -8%
GG
6
GenWealth Group
New Jersey
$3.5M +$94.1K +2,409 +3%
FI
7
Financial Insights
Washington
$2.55M +$519K +13,280 +27%
LPL Financial
8
LPL Financial
California
$2.01M +$426K +10,897 +28%
NA
9
NewEdge Advisors
Louisiana
$2M +$178K +4,560 +10%
BGAI
10
Bruce G. Allen Investments
Colorado
$1.54M +$5.74K +147 +0.4%
Goldman Sachs
11
Goldman Sachs
New York
$1.18M +$318K +8,141 +39%
Osaic Holdings
12
Osaic Holdings
Arizona
$930K +$19.3K +495 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$705K -$379K -9,705 -36%
Citadel Advisors
14
Citadel Advisors
Florida
$664K -$1.06M -27,169 -62%
FHA
15
Flagship Harbor Advisors
Massachusetts
$516K +$4.22K +108 +0.9%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$498K +$478K +12,243 New
Bank of America
17
Bank of America
North Carolina
$485K +$17.6K +450 +4%
FZCM
18
Flynn Zito Capital Management
New York
$473K -$15.2K -390 -3%
JFA
19
JNBA Financial Advisors
Minnesota
$419K -$4.92K -126 -1%
KW
20
KWB Wealth
California
$363K +$25.2K +645 +7%
RF
21
RHS Financial
California
$354K -$6.21K -159 -2%
BDFN
22
Bond & Devick Financial Network
Minnesota
$295K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$273K +$256K +6,549 +4,253%
MIA
24
Milestone Investment Advisors
Wisconsin
$241K +$117 +3 +0.1%
SFC
25
Sprinkle Financial Consultants
Colorado
$214K +$206K +5,261 New

RAFE Hedge Fund Activity: Q3 2025 in Review

30 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q3 2025, worth a combined $61M — up 5.1% from $58.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RAFE positions and 1 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Financial Insights, adding an estimated $519K. The largest seller was Northwest Bancshares, cutting an estimated $1.89M.

  • 30 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q3 2025, up from 28 in Q2 2025.
  • Funds reported $61M of PIMCO RAFI ESG US ETF stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 3 funds opened new PIMCO RAFI ESG US ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
  • The largest PIMCO RAFI ESG US ETF buyer in Q3 2025 was Financial Insights, an estimated $519K added.
  • The largest PIMCO RAFI ESG US ETF seller in Q3 2025 was Northwest Bancshares, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2025.