Rockefeller Global Equity ETF
RGEF
14 hedge funds and large institutions have $699M invested in Rockefeller Global Equity ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 0 closing their positions.
17% more funds holding
Funds holding: 12 → 14 (+2)
15% less capital invested
Capital invested by funds: $820M → $699M (-$120M)
19.31% less ownership
Funds ownership: 112.37% → 93.06% (-19%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWMR
GC Wealth Management RIA
Cambridge,
Massachusetts
|
+$1.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$501K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$338K |
| 4 |
Morgan Stanley
New York
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$154M |
| 2 |
Jane Street
New York
|
-$974K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$296K |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$138K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Rockefeller Capital Management
New York
| $622M | -$154M | -5,094,317 | -20% |
|
2
KeyBank National Association
Cleveland,
Ohio
| $27.6M | – | – | – |
|
|
FT
3
Fiduciary Trust
Boston,
Massachusetts
| $27.5M | – | – | – |
|
|
GWMR
4
GC Wealth Management RIA
Cambridge,
Massachusetts
| $12.5M | +$1.4M | +46,556 | +13% |
|
|
5
Brown Advisory
Baltimore,
Maryland
| $2.26M | -$138K | -4,574 | -6% |
|
6
Franklin Resources
San Mateo,
California
| $2.08M | – | – | – |
|
|
FTUS
7
Flow Traders U.S.
New York
| $1.44M | +$338K | +11,213 | +31% |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.34M | -$296K | -9,833 | -18% |
|
|
FNBT
9
FineMark National Bank & Trust
Fort Myers,
Florida
| $920K | – | – | – |
|
|
10
Jane Street
New York
| $565K | -$974K | -32,316 | -64% |
|
|
11
Citadel Advisors
Miami,
Florida
| $510K | +$501K | +16,625 | New |
|
|
CIA
12
Choate Investment Advisors
Boston,
Massachusetts
| $354K | – | – | – |
|
|
13
Morgan Stanley
New York
| $246K | +$242K | +8,025 | New |
|
|
14
UBS Group
Zurich,
Switzerland
| $5.49K | -$6.63K | -220 | -55% |
|
RGEF Hedge Fund Activity: Q4 2025 in Review
14 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in Rockefeller Global Equity ETF (RGEF) for Q4 2025, worth a combined $699M — down 15% from $820M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RGEF positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was GC Wealth Management RIA, adding an estimated $1.4M. The largest seller was Rockefeller Capital Management, cutting an estimated $154M.
- 14 institutional investors held Rockefeller Global Equity ETF (RGEF) as of Q4 2025, up from 12 in Q3 2025.
- Funds reported $699M of Rockefeller Global Equity ETF stock for Q4 2025, down 15% quarter-over-quarter.
- 2 funds opened new Rockefeller Global Equity ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest Rockefeller Global Equity ETF buyer in Q4 2025 was GC Wealth Management RIA, an estimated $1.4M added.
- The largest Rockefeller Global Equity ETF seller in Q4 2025 was Rockefeller Capital Management, an estimated $154M sold.
Based on aggregated 13F filings for Q4 2025.