Rockefeller Global Equity ETF
RGEF
12 hedge funds and large institutions have $729M invested in Rockefeller Global Equity ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 8 → 12 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
3% less capital invested
Capital invested by funds: $750M → $729M (-$21.3M)
6.6% less ownership
Funds ownership: 123.87% → 117.27% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$23.1M |
| 2 |
JP Morgan Chase
New York
|
+$1.95M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$1.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$403K |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$69.2M |
| 2 |
Jane Street
New York
|
-$326K |
RGEF Hedge Fund Activity: Q1 2025 in Review
12 of the 7,476 institutional investors tracked by Wall St. Rank reported a position in Rockefeller Global Equity ETF (RGEF) for Q1 2025, worth a combined $729M — down 2.8% from $750M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RGEF positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Fiduciary Trust, opening a new position worth an estimated $23.1M. The largest seller was Rockefeller Capital Management, cutting an estimated $69.2M.
- 12 institutional investors held Rockefeller Global Equity ETF (RGEF) as of Q1 2025, up from 8 in Q4 2024.
- Funds reported $729M of Rockefeller Global Equity ETF stock for Q1 2025, down 2.8% quarter-over-quarter.
- 4 funds opened new Rockefeller Global Equity ETF positions in Q1 2025 and 0 closed out, a net change of +4 holders.
- The largest Rockefeller Global Equity ETF buyer in Q1 2025 was Fiduciary Trust, an estimated $23.1M added.
- The largest Rockefeller Global Equity ETF seller in Q1 2025 was Rockefeller Capital Management, an estimated $69.2M sold.
Based on aggregated 13F filings for Q1 2025.