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PIMCO RAFI ESG US ETF

43 hedge funds and large institutions have $86.5M 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

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

9% more capital invested

Capital invested by funds: $79.2M → $86.5M (+$7.38M)

8% more funds holding

Funds holding: 4043 (+3)

2.12% more ownership

Funds ownership: 66.08%68.21% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIP
1
Sellwood Investment Partners
Oregon
$20.8M +$396K +9,276 +2%
SC
2
Savant Capital
Illinois
$10.6M +$2.42M +56,588 +29%
LPL Financial
3
LPL Financial
California
$7.12M +$4.82M +112,864 +194%
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$6.21M +$62.1K +1,456 +1%
AFA
5
Arlington Financial Advisors
California
$5.12M -$180K -4,221 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.72M -$269K -6,300 -5%
NB
7
Northwest Bancshares
Pennsylvania
$4.51M -$67.4K -1,579 -1%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$4.22M +$54.3K +1,273 +1%
GG
9
GenWealth Group
New Jersey
$3.75M +$220K +5,150 +6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.79M +$26.6K +624 +0.9%
FI
11
Financial Insights
Washington
$2.63M +$854 +20 +0%
NA
12
NewEdge Advisors
Louisiana
$1.84M -$227K -5,317 -11%
BGAI
13
Bruce G. Allen Investments
Colorado
$1.53M -$56.6K -1,326 -3%
Mariner
14
Mariner
Kansas
$1.29M +$1.32M +30,898 New
Citadel Advisors
15
Citadel Advisors
Florida
$1.11M +$797K +18,670 +235%
DAS
16
Dynamic Advisor Solutions
Arizona
$872K -$1.83K -43 -0.2%
MAC
17
Mason & Associates (California)
California
$820K +$15.3K +358 +2%
CAL
18
Capital Analysts LLC
Pennsylvania
$769K +$789K +18,489 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$559K +$1.96K +46 +0.3%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$553K +$2.69K +63 +0.5%
FZCM
21
Flynn Zito Capital Management
New York
$481K -$2.52K -59 -0.5%
JFA
22
JNBA Financial Advisors
Minnesota
$389K -$27K -632 -6%
KW
23
KWB Wealth
California
$372K -$36.1K -846 -9%
BDFN
24
Bond & Devick Financial Network
Minnesota
$327K -$32.1K -753 -9%
Bank of America
25
Bank of America
North Carolina
$316K -$160K -3,746 -33%