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PIMCO RAFI ESG US ETF

40 hedge funds and large institutions have $79.2M invested in PIMCO RAFI ESG US ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

33% more funds holding

Funds holding: 3040 (+10)

30% more capital invested

Capital invested by funds: $61M → $79.2M (+$18.1M)

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

8.38% more ownership

Funds ownership: 57.7%66.08% (+8.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
40
Holders Change
+10
Holders Change %
+33.33%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
14
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIP
1
Sellwood Investment Partners
Oregon
$20.6M -$768K -18,605 -4%
SC
2
Savant Capital
Illinois
$8.32M +$8.18M +198,131 New
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$6.2M -$179K -4,333 -3%
AFA
4
Arlington Financial Advisors
California
$5.35M -$234K -5,668 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.03M +$449K +10,881 +10%
NB
6
Northwest Bancshares
Pennsylvania
$4.62M -$103K -2,500 -2%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$4.21M +$4.14M +100,202 New
GG
8
GenWealth Group
New Jersey
$3.65M -$38.2K -926 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.79M +$2.74M +66,336 New
FI
10
Financial Insights
Washington
$2.65M +$19.8K +479 +0.8%
LPL Financial
11
LPL Financial
California
$2.44M +$363K +8,791 +18%
NA
12
NewEdge Advisors
Louisiana
$2.08M +$18.1K +439 +0.9%
BGAI
13
Bruce G. Allen Investments
Colorado
$1.6M +$5K +121 +0.3%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.39M +$412K +9,969 +44%
DAS
15
Dynamic Advisor Solutions
Arizona
$882K +$867K +20,995 New
MAC
16
Mason & Associates (California)
California
$831K +$817K +19,780 New
Goldman Sachs
17
Goldman Sachs
New York
$722K -$488K -11,826 -41%
FHA
18
Flagship Harbor Advisors
Massachusetts
$562K +$28.9K +700 +6%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$555K +$40.6K +983 +8%
FZCM
20
Flynn Zito Capital Management
New York
$488K -$124 -3 -0%
Bank of America
21
Bank of America
North Carolina
$476K -$24.3K -588 -5%
JFA
22
JNBA Financial Advisors
Minnesota
$419K -$13.4K -325 -3%
KW
23
KWB Wealth
California
$408K +$7.39K +179 +2%
BDFN
24
Bond & Devick Financial Network
Minnesota
$361K +$56.4K +1,366 +19%
Citadel Advisors
25
Citadel Advisors
Florida
$333K -$346K -8,378 -51%

RAFE Hedge Fund Activity: Q4 2025 in Review

40 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in PIMCO RAFI ESG US ETF (RAFE) for Q4 2025, worth a combined $79.2M — up 30% from $61M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RAFE positions and 2 closed out — a net gain of 10 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $8.18M. The largest seller was Sellwood Investment Partners, cutting an estimated $768K.

  • 40 institutional investors held PIMCO RAFI ESG US ETF (RAFE) as of Q4 2025, up from 30 in Q3 2025.
  • Funds reported $79.2M of PIMCO RAFI ESG US ETF stock for Q4 2025, up 30% quarter-over-quarter.
  • 12 funds opened new PIMCO RAFI ESG US ETF positions in Q4 2025 and 2 closed out, a net change of +10 holders.
  • The largest PIMCO RAFI ESG US ETF buyer in Q4 2025 was Savant Capital, an estimated $8.18M added.
  • The largest PIMCO RAFI ESG US ETF seller in Q4 2025 was Sellwood Investment Partners, an estimated $768K sold.

Based on aggregated 13F filings for Q4 2025.