Who Owns PIMCO RAFI ESG U.S. ETF (RAFE)?Hedge Fund & Institutional Holders
Institutional Holders
40
as of Q4 2025
Total Institutional Value
$2.0580000620300048e+154T
% of Float Held
—
QoQ Change in Holders
+12 / -2
Price History
RAFE — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sellwood Investment Partners LLC | New Position | +490K | +$20.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +120K | +$5.0B |
| Bruce G. Allen Investments, LLC | New Position | +38K | +$1.6B |
| Mason & Associates Inc | New Position | +20K | +$830.0M |
| Walkner Condon Financial Advisors LLC | New Position | +13K | +$555.0M |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | New Position | +12K | +$487.0M |
| Bond & Devick Financial Network, Inc. | New Position | +9K | +$361.0M |
| RHS Financial, LLC | New Position | +7K | +$296.0M |
| FLAGSHIP HARBOR ADVISORS, LLC | Increased | +5K | +$279.6M |
| Williams & Novak, LLC | New Position | +5K | +$209.0M |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | New Position | +5K | +$202.0M |
| Farther Finance Advisors, LLC | New Position | +5K | +$197.0M |
| OSAIC HOLDINGS, INC. | Increased | +10K | +$70.0M |
| KWB Wealth | Increased | +179 | +$43.6M |
| Savant Capital, LLC | New Position | +198K | +$8.0M |
RAFE — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Decreased | -12K | -$1.2B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -17K | -$705.3M |
| CITADEL ADVISORS LLC | Decreased | -8K | -$664.0M |
| ROYAL BANK OF CANADA | Closed Position | -7K | -$273.0M |
| BANK OF AMERICA CORP /DE/ | Decreased | -588 | -$485K |
| Arlington Financial Advisors, LLC | Decreased | -6K | -$66K |
| Northwest Bancshares, Inc. | Decreased | -3K | -$-40K |
| GenWealth Group, Inc. | Decreased | -926 | -$-151K |
| Balanced Rock Investment Advisors LLC | Decreased | -4K | -$-14.1M |
Top Institutional Holders(Q4 2025)
RAFE Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 38 | $39.1B | +20 |
| Q3 2025 | 18 | $15.3B | -8 |
| Q2 2025 | 26 | $41.4B | +2 |
| Q1 2025 | 24 | $36.9B | +1 |
| Q4 2024 | 23 | $49.2B | +6 |
| Q3 2024 | 17 | $1.3T | +1 |
| Q2 2024 | 16 | $84.1B | -1 |
| Q1 2024 | 17 | $559.6T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 40 institutional investors hold RAFE (PIMCO RAFI ESG U.S. ETF). The largest holder is Sellwood Investment Partners LLC with $20.6B in shares. This quarter, 12 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 $20.6B in shares.
Is institutional ownership of RAFE increasing or decreasing?
This quarter, 12 institutions opened new positions in RAFE and 2 closed their positions.