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RGEF

Rockefeller Global Equity ETF

12 hedge funds and large institutions have $811M invested in Rockefeller Global Equity ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $729M → $811M (+$82.4M)

3.28% more ownership

Funds ownership: 112.13%115.41% (+3.3%)

0% more funds holding

Funds holding: 1212 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
5
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$748M +$9.24M +357,413 +1%
KeyBank National Association
2
KeyBank National Association
Ohio
$25.1M
FT
3
Fiduciary Trust
Massachusetts
$25M
JP Morgan Chase
4
JP Morgan Chase
New York
$4.89M
Brown Advisory
5
Brown Advisory
Maryland
$2.18M +$924K +35,740 +84%
Franklin Resources
6
Franklin Resources
California
$1.88M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.49M +$1.38M +53,542 New
FTUS
8
Flow Traders U.S.
New York
$1.05M +$690K +26,687 +239%
Jane Street
9
Jane Street
New York
$1.05M +$558K +21,578 +133%
FNBT
10
FineMark National Bank & Trust
Florida
$834K
CIA
11
Choate Investment Advisors
Massachusetts
$321K
UBS Group
12
UBS Group
Switzerland
$127K +$101K +3,910 +602%
Citadel Advisors
13
Citadel Advisors
Florida
-$1.44M -56,823 Closed

RGEF Hedge Fund Activity: Q2 2025 in Review

12 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Rockefeller Global Equity ETF (RGEF) for Q2 2025, worth a combined $811M — up 11% from $729M a quarter earlier.

Fund positioning in RGEF was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 0 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $9.24M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.44M sold.

  • 12 institutional investors held Rockefeller Global Equity ETF (RGEF) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $811M of Rockefeller Global Equity ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 1 fund opened new Rockefeller Global Equity ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest Rockefeller Global Equity ETF buyer in Q2 2025 was Rockefeller Capital Management, an estimated $9.24M added.
  • The largest Rockefeller Global Equity ETF seller in Q2 2025 was Citadel Advisors, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2025.