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RGEF

Rockefeller Global Equity ETF
RGEF

15 hedge funds and large institutions have $661M invested in Rockefeller Global Equity ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding

Funds holding: 14 → 15 (+1)

1.66% less ownership

Funds ownership: 93.06% → 91.4% (-1.7%)

6% less capital invested

Capital invested by funds: $699M → $661M (-$38.8M)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.91M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.39M
3
CB
Commerce Bank
Missouri
+$938K
4
Morgan Stanley
Morgan Stanley
New York
+$357K
5
Jane Street
Jane Street
New York
+$101K

Top Sellers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$29.2M
2
FTUS
Flow Traders U.S.
New York
-$884K
3
FT
Fiduciary Trust
Massachusetts
-$385K
4
Brown Advisory
Brown Advisory
Maryland
-$96.9K
5
CIA
Choate Investment Advisors
Massachusetts
-$49K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$582M -$29.2M -933,313 -5%
KeyBank National Association
2
KeyBank National Association
Ohio
$27.1M – – –
FT
3
Fiduciary Trust
Massachusetts
$26.6M -$385K -12,300 -1%
GWMR
4
GC Wealth Management RIA
Massachusetts
$12.2M – – –
JP Morgan Chase
5
JP Morgan Chase
New York
$2.7M +$2.91M +92,942 New
Brown Advisory
6
Brown Advisory
Maryland
$2.13M -$96.9K -3,098 -4%
Franklin Resources
7
Franklin Resources
California
$2.03M – – –
Citadel Advisors
8
Citadel Advisors
Florida
$1.84M +$1.39M +44,533 +268%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.28M -$31.3K -1,000 -2%
CB
10
Commerce Bank
Missouri
$902K +$938K +30,000 New
Jane Street
11
Jane Street
New York
$651K +$101K +3,243 +18%
Morgan Stanley
12
Morgan Stanley
New York
$584K +$357K +11,402 +142%
FTUS
13
Flow Traders U.S.
New York
$561K -$884K -28,267 -60%
CIA
14
Choate Investment Advisors
Massachusetts
$300K -$49K -1,567 -14%
UBS Group
15
UBS Group
Switzerland
$13.6K +$8.54K +273 +153%

RGEF Hedge Fund Activity: Q1 2026 in Review

15 of the 8,141 institutional investors tracked by Wall St. Rank reported a position in Rockefeller Global Equity ETF (RGEF) for Q1 2026, worth a combined $661M — down 5.5% from $699M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RGEF positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $2.91M. The largest seller was Rockefeller Capital Management, cutting an estimated $29.2M.

  • 15 institutional investors held Rockefeller Global Equity ETF (RGEF) as of Q1 2026, up from 14 in Q4 2025.
  • Funds reported $661M of Rockefeller Global Equity ETF stock for Q1 2026, down 5.5% quarter-over-quarter.
  • 2 funds opened new Rockefeller Global Equity ETF positions in Q1 2026 and 0 closed out, a net change of +2 holders.
  • The largest Rockefeller Global Equity ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $2.91M added.
  • The largest Rockefeller Global Equity ETF seller in Q1 2026 was Rockefeller Capital Management, an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2026.