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)
1.02% more ownership
Funds ownership: 111.11% → 112.13% (+1%)
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)
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Rockefeller Capital Management
New York
| $673M | -$69.2M | -2,684,235 | -9% |
|
2
KeyBank National Association
Cleveland,
Ohio
| $22.9M | – | – | – |
|
|
FT
3
Fiduciary Trust
Boston,
Massachusetts
| $22.8M | +$23.1M | +898,395 | New |
|
|
4
JP Morgan Chase
New York
| $4.46M | +$1.95M | +75,627 | +75% |
|
|
5
Franklin Resources
San Mateo,
California
| $1.72M | +$1.74M | +67,692 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.44M | +$403K | +15,623 | +38% |
|
7
Brown Advisory
Baltimore,
Maryland
| $1.08M | – | – | – |
|
|
FNBT
8
FineMark National Bank & Trust
Fort Myers,
Florida
| $761K | – | – | – |
|
|
9
Jane Street
New York
| $411K | -$326K | -12,646 | -44% |
|
|
CIA
10
Choate Investment Advisors
Boston,
Massachusetts
| $293K | +$298K | +11,557 | New |
|
|
FTUS
11
Flow Traders U.S.
New York
| $284K | +$288K | +11,189 | New |
|
12
UBS Group
Zurich,
Switzerland
| $16.5K | – | – | – |
|
RGEF Hedge Fund Activity: Q1 2025 in Review
12 of the 7,463 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.