We are live on ! Find out more
RGEF

Rockefeller Global Equity ETF
RGEF

8 hedge funds and large institutions have $750M invested in Rockefeller Global Equity ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

111.11% more ownership

Funds ownership: 0% → 111.11% (+111%)

Holders
8
Holders Change
+8
Holders Change %
–
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$734M
2
KeyBank National Association
KeyBank National Association
Ohio
+$22.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.52M
4
Brown Advisory
Brown Advisory
Maryland
+$1.07M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.04M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$722M +$734M +29,221,329 New
KeyBank National Association
2
KeyBank National Association
Ohio
$22.3M +$22.7M +901,375 New
JP Morgan Chase
3
JP Morgan Chase
New York
$2.48M +$2.52M +100,409 New
Brown Advisory
4
Brown Advisory
Maryland
$1.05M +$1.07M +42,667 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.02M +$1.04M +41,200 New
FNBT
6
FineMark National Bank & Trust
Florida
$741K +$754K +30,000 New
Jane Street
7
Jane Street
New York
$713K +$725K +28,860 New
UBS Group
8
UBS Group
Switzerland
$16K +$16.3K +649 New

RGEF Hedge Fund Activity: Q4 2024 in Review

8 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Rockefeller Global Equity ETF (RGEF) for Q4 2024, worth a combined $750M.

Buyers outnumbered sellers: 8 funds opened new RGEF positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $734M.

  • 8 institutional investors held Rockefeller Global Equity ETF (RGEF) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $750M of Rockefeller Global Equity ETF stock for Q4 2024.
  • 8 funds opened new Rockefeller Global Equity ETF positions in Q4 2024 and 0 closed out, a net change of +8 holders.
  • The largest Rockefeller Global Equity ETF buyer in Q4 2024 was Rockefeller Capital Management, an estimated $734M added.

Based on aggregated 13F filings for Q4 2024.