RAFE icon

PIMCO RAFI ESG US ETF

43 hedge funds and large institutions have $85.1M invested in PIMCO RAFI ESG US ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
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
$20.8M
SC
2
Savant Capital
Illinois
$10.6M
LPL Financial
3
LPL Financial
California
$7.12M
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$6.21M
AFA
5
Arlington Financial Advisors
California
$5.12M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.72M
NB
7
Northwest Bancshares
Pennsylvania
$4.51M
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$4.22M
GG
9
GenWealth Group
New Jersey
$3.75M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.79M
FI
11
Financial Insights
Washington
$2.63M
BGAI
12
Bruce G. Allen Investments
Colorado
$1.53M
Mariner
13
Mariner
Kansas
$1.29M
Citadel Advisors
14
Citadel Advisors
Florida
$1.11M
DAS
15
Dynamic Advisor Solutions
Arizona
$872K
MAC
16
Mason & Associates (California)
California
$820K
CAL
17
Capital Analysts LLC
Pennsylvania
$769K
FHA
18
Flagship Harbor Advisors
Massachusetts
$559K
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$553K
FZCM
20
Flynn Zito Capital Management
New York
$481K
JFA
21
JNBA Financial Advisors
Minnesota
$389K
KW
22
KWB Wealth
California
$372K
NA
23
NewEdge Advisors
Louisiana
$370K
BDFN
24
Bond & Devick Financial Network
Minnesota
$327K
Bank of America
25
Bank of America
North Carolina
$316K