Who Owns PIMCO RAFI ESG U.S. ETF (RAFE)?Hedge Fund & Institutional Holders

$41.53-0.14 (-0.34%)Financial ServicesNYSE_ARCA

Institutional Holders

40

as of Q4 2025

Total Institutional Value

$2.058080006203535e+100T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$32.04$35.03$38.02$41.02$44.01Sep 24Jun 25Mar 26

RAFE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sellwood Investment Partners LLCNew Position+490K+$20.6M
Savant Capital, LLCNew Position+198K+$8.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+120K+$5.0M
Envestnet Portfolio Solutions, Inc.New Position+100K+$4.0M
Cetera Investment AdvisersNew Position+66K+$2.0M
Bruce G. Allen Investments, LLCNew Position+38K+$1.6M
Dynamic Advisor Solutions LLCNew Position+21K+$881K
Mason & Associates IncNew Position+20K+$830K
Walkner Condon Financial Advisors LLCNew Position+13K+$555K
FLYNN ZITO CAPITAL MANAGEMENT, LLCNew Position+12K+$487K
JNBA Financial AdvisorsNew Position+10K+$418K
Bond & Devick Financial Network, Inc.New Position+9K+$361K
RHS Financial, LLCNew Position+7K+$296K
Williams & Novak, LLCNew Position+5K+$209K
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVNew Position+5K+$202K

RAFE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Balanced Rock Investment Advisors LLCDecreased-4K-$6.2B
Arlington Financial Advisors, LLCDecreased-6K-$5.4B
Northwest Bancshares, Inc.Decreased-3K-$4.6B
GenWealth Group, Inc.Decreased-926-$3.5B
GOLDMAN SACHS GROUP INCDecreased-12K-$1.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-17K-$705.3M
CITADEL ADVISORS LLCDecreased-8K-$664.0M
BANK OF AMERICA CORP /DE/Decreased-588-$485.1M
ROYAL BANK OF CANADAClosed Position-7K-$273.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Sellwood Investment Partners LLC490,135$20.6M8.04%Share
2Savant Capital, LLC198,131$8.0M0.05%Share
3Balanced Rock Investment Advisors LLC147,728$6.2M4.41%Share
4Arlington Financial Advisors, LLC127,322$5.3M0.77%Share
5COMMONWEALTH EQUITY SERVICES, LLC119,740$5.0M0.01%Share
6Northwest Bancshares, Inc.109,992$4.6M0.89%Share
7Envestnet Portfolio Solutions, Inc.100,202$4.0M0.01%Share
8GenWealth Group, Inc.85,000$3.6M0.62%Share
9LPL Financial LLC58,152$2.0M0.00%Share
10Cetera Investment Advisers66,336$2.0M0.00%Share
11NewEdge Advisors, LLC49,497$2.0M0.01%Share
12Bruce G. Allen Investments, LLC38,065$1.6M1.08%Share
13OSAIC HOLDINGS, INC.31,047$1.0M0.00%Share
14Dynamic Advisor Solutions LLC20,995$881K0.03%Share
15Mason & Associates Inc19,780$830K0.16%Share
16FLAGSHIP HARBOR ADVISORS, LLC13,384$562K0.03%Share
17Walkner Condon Financial Advisors LLC13,226$555K0.08%Share
18FLYNN ZITO CAPITAL MANAGEMENT, LLC11,620$487K0.17%Share
19JNBA Financial Advisors9,976$418K0.04%Share
20KWB Wealth9,707$407K0.04%Share
21Bond & Devick Financial Network, Inc.8,605$361K0.10%Share
22RHS Financial, LLC7,065$296K0.14%Share
23Milestone Investment Advisors LLC5,953$249K0.06%Share
24Sprinkle Financial Consultants LLC5,283$221K0.11%Share
25Williams & Novak, LLC5,000$209K0.16%Share
26TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,815$202K0.07%Share
27Farther Finance Advisors, LLC4,700$197K0.00%Share
28AdvisorNet Financial, Inc2,994$125K0.01%Share
29BLUELINE ADVISORS LLC200$8K0.01%Share
30Larson Financial Group LLC2,418$00.00%Share
31Global Retirement Partners, LLC516$00.00%Share
32BANK OF AMERICA CORP /DE/3,480$00.00%Share
33CITADEL ADVISORS LLC7,937$00.00%Share
34GOLDMAN SACHS GROUP INC17,189$00.00%Share
35OSAIC HOLDINGS, INC.1,824$00.00%Share
36RAYMOND JAMES FINANCIAL INC5,404$00.00%Share
37Smartleaf Asset Management LLC1,453$00.00%Share
38UBS Group AG15$00.00%Share
39ENVESTNET ASSET MANAGEMENT INC5,089$00.00%Share
40BANK OF AMERICA CORP /DE/7,852$00.00%Share

RAFE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$72.0M+20
Q3 202518$29.2B-8
Q2 202526$51.7B+2
Q1 202524$47.3B+1
Q4 202423$549.9B+6
Q3 202417$5.0T+1
Q2 202416$2.2T-1
Q1 202417$2.1T—

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As of Q4 2025, 40 institutional investors hold RAFE (PIMCO RAFI ESG U.S. ETF). The largest holder is Sellwood Investment Partners LLC with $20.6M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own RAFE?

As of Q4 2025, 40 institutional investors report holding RAFE (PIMCO RAFI ESG U.S. ETF) in their 13F filings.

Who is the largest institutional holder of RAFE?

The largest institutional holder of RAFE is Sellwood Investment Partners LLC with $20.6M in shares.

Is institutional ownership of RAFE increasing or decreasing?

This quarter, 15 institutions opened new positions in RAFE and 2 closed their positions.