Rockefeller Global Equity ETF
RGEF
12 hedge funds and large institutions have $820M invested in Rockefeller Global Equity ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1% more capital invested
Capital invested by funds: $811M → $820M (+$8.17M)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3.04% less ownership
Funds ownership: 115.41% → 112.37% (-3%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWMR
GC Wealth Management RIA
Cambridge,
Massachusetts
|
+$10.3M |
| 2 |
Jane Street
New York
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$43M |
| 2 |
JP Morgan Chase
New York
|
-$4.89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$61.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Rockefeller Capital Management
New York
| $746M | -$43M | -1,509,560 | -6% |
|
2
KeyBank National Association
Cleveland,
Ohio
| $26.5M | – | – | – |
|
|
FT
3
Fiduciary Trust
Boston,
Massachusetts
| $26.4M | – | – | – |
|
|
GWMR
4
GC Wealth Management RIA
Cambridge,
Massachusetts
| $10.6M | +$10.3M | +360,213 | New |
|
5
Brown Advisory
Baltimore,
Maryland
| $2.31M | – | – | – |
|
6
Franklin Resources
San Mateo,
California
| $1.99M | – | – | – |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.57M | – | – | – |
|
|
8
Jane Street
New York
| $1.49M | +$369K | +12,941 | +34% |
|
|
FTUS
9
Flow Traders U.S.
New York
| $1.05M | -$61.7K | -2,165 | -6% |
|
|
FNBT
10
FineMark National Bank & Trust
Fort Myers,
Florida
| $882K | – | – | – |
|
|
CIA
11
Choate Investment Advisors
Boston,
Massachusetts
| $340K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $11.7K | -$119K | -4,160 | -91% |
|
|
13
JP Morgan Chase
New York
| – | -$4.89M | -176,036 | Closed |
|
RGEF Hedge Fund Activity: Q3 2025 in Review
12 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in Rockefeller Global Equity ETF (RGEF) for Q3 2025, worth a combined $820M — up 1% from $811M a quarter earlier.
Fund positioning in RGEF was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was GC Wealth Management RIA, opening a new position worth an estimated $10.3M. The largest seller was Rockefeller Capital Management, cutting an estimated $43M.
- 12 institutional investors held Rockefeller Global Equity ETF (RGEF) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $820M of Rockefeller Global Equity ETF stock for Q3 2025, up 1% quarter-over-quarter.
- 1 fund opened new Rockefeller Global Equity ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest Rockefeller Global Equity ETF buyer in Q3 2025 was GC Wealth Management RIA, an estimated $10.3M added.
- The largest Rockefeller Global Equity ETF seller in Q3 2025 was Rockefeller Capital Management, an estimated $43M sold.
Based on aggregated 13F filings for Q3 2025.