Who Owns RAFE?
PIMCO RAFI ESG U.S. ETF — Institutional Ownership & 13F Holdings
$43.93
-0.08 (-0.18%)
Market Cap
$131.7M
Shares Outstanding
2,872,435
Institutional Holders
24
Total Inst. Value
$45.5M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
6
Closed Positions
5
Increased
9
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Sellwood Investment Partners LLC | $18.3M | 503,185 |
| 2 | Northwest Bancshares, Inc. | $6.0M | 164,459 |
| 3 | Arlington Financial Advisors, LLC | $4.8M | 131,571 |
| 4 | Balanced Rock Investment Advisors LLC | $4.0M | 110,328 |
| 5 | GenWealth Group, Inc. | $2.9M | 80,823 |
| 6 | NewEdge Advisors, LLC | $1.7M | 47,466 |
| 7 | Bruce G. Allen Investments, LLCNew | $1.4M | 38,956 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $1.1M | 29,066 |
| 9 | CITADEL ADVISORS LLC | $817K | 22,496 |
| 10 | GOLDMAN SACHS GROUP INCNew | $769K | 21,157 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Sellwood Investment Partners LLC | +39K | $18.3M |
| GenWealth Group, Inc. | +142 | $2.9M |
| NewEdge Advisors, LLC | +44K | $1.7M |
| Bruce G. Allen Investments, LLCNew | +39K | $1.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +29K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -11K | $817K |
| JNBA Financial Advisors | -6K | $402 |
| ROYAL BANK OF CANADA | -4K | $404K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | -755 | $432K |
| Balanced Rock Investment Advisors LLC | -554 | $4.0M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold RAFE?
As of Q1 2025, 24 institutional investors report holding RAFE (PIMCO RAFI ESG U.S. ETF) in their 13F filings.
Which hedge fund owns the most RAFE?
The largest institutional holder of RAFE is Sellwood Investment Partners LLC with $18.3M in shares.
Are institutions buying or selling RAFE?
This quarter, 6 institutions opened new positions in RAFE and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.