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Pimco Rafi Esg U.S. Etf (RAFE) Institutional Ownership

$39.99 -0.20 (-0.50%)
As of 09/12/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Pimco Rafi Esg U.S. Etf (NYSEARCA:RAFE)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$25.74M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.60M
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RAFE Institutional Buying and Selling by Quarter

Pimco Rafi Esg U.S. Etf Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.22,407$855K0.0%+27.3%0.934%
8/15/2025 Smartleaf Asset Management LLC1,453$55K0.0%N/A0.061%
8/15/2025 Balanced Rock Investment Advisors LLC150,806$5.75M4.5%+36.7%6.284%
8/15/2025 Bank of America Corp DE11,470$437K0.0%-27.9%0.478%
8/14/2025 NewEdge Advisors LLC44,498$1.70M0.0%-6.3%1.854%
8/4/2025 Flagship Harbor Advisors LLC12,576$480K0.0%+2.2%0.524%
7/28/2025 Arlington Financial Advisors LLC133,098$5.08M0.8%+1.2%5.546%
7/25/2025 RHS Financial LLC8,867$338K0.2%-15.7%0.369%
7/24/2025 JNBA Financial Advisors10,427$398K0.0%-5.9%0.434%
7/22/2025 Financial Insights Inc.49,333$1.88M0.7%N/A2.056%
7/17/2025 KWB Wealth8,883$323K0.0%+53.9%0.370%
7/16/2025 GenWealth Group Inc.83,517$3.19M0.6%+3.3%3.480%
7/14/2025 Sellwood Investment Partners LLC506,863$19.33M9.2%+0.7%21.119%
7/11/2025 Bond & Devick Financial Network Inc.7,239$276K0.1%+20.6%0.302%
7/9/2025 Bruce G. Allen Investments LLC37,797$1.44M1.1%-3.0%1.575%
6/27/2025 Goldman Sachs Group Inc.21,157$769K0.0%N/A0.940%
5/16/2025Goldman Sachs Group Inc.21,157$769K0.0%N/A0.940%
5/16/2025NewEdge Advisors LLC47,466$1.72M0.0%+1,358.2%2.110%
5/15/2025Royal Bank of Canada11,127$404K0.0%-26.0%0.495%
5/12/2025Balanced Rock Investment Advisors LLC110,328$4.01M3.2%-0.5%4.903%
5/7/2025LPL Financial LLC37,627$1.37M0.0%+3.2%1.672%
5/6/2025Flynn Zito Capital Management LLC11,889$432K0.2%-6.0%0.528%
4/25/2025JNBA Financial Advisors11,076$402K0.0%-35.2%0.492%
4/22/2025Flagship Harbor Advisors LLC12,309$447K0.0%+17.8%0.547%
4/10/2025KWB Wealth5,773$210K0.0%N/A0.257%
4/9/2025Bond & Devick Financial Network Inc.6,004$218K0.1%N/A0.267%
3/5/2025Financial Insights Inc.14,694$534K0.2%+92.3%0.668%
2/17/2025Citadel Advisors LLC33,772$1.23M0.0%-9.4%2.329%
2/17/2025Bank of America Corp DE15,986$581K0.0%-11.5%1.102%
2/14/2025Balanced Rock Investment Advisors LLC110,882$4.03M3.2%-0.6%7.647%
2/12/2025Sellwood Investment Partners LLC463,923$16.86M9.1%N/A31.995%
2/11/2025LPL Financial LLC36,475$1.33M0.0%+15.6%2.516%
2/10/2025Commonwealth Equity Services LLC75,918$2.76M0.0%+12.7%5.236%
1/30/2025JNBA Financial Advisors17,091$621K0.1%-9.1%1.179%
1/28/2025Arlington Financial Advisors LLC131,686$4.79M1.0%+3.8%9.082%
1/21/2025Flagship Harbor Advisors LLC10,446$380K0.0%+8.3%0.720%
1/15/2025GenWealth Group Inc.80,681$2.93M0.7%-1.6%5.564%
1/10/2025Bruce G. Allen Investments LLC38,787$1.41M1.1%-3.7%2.675%
12/3/2024Denver PWM LLC682$25K0.0%-39.1%0.047%
11/14/2024Providence Capital Advisors LLC2,889$108K0.0%N/A0.199%
10/31/2024JNBA Financial Advisors18,807$700K0.1%-21.6%1.297%
10/12/2024GenWealth Group Inc.81,953$3.05M0.7%-2.8%5.652%
10/9/2024Bruce G. Allen Investments LLC40,261$1.50M1.2%-5.9%2.777%
8/6/2024Flynn Zito Capital Management LLC11,298$398K0.2%-13.4%0.779%
8/5/2024Denver PWM LLC1,119$39K0.0%N/A0.077%
7/31/2024Balanced Rock Investment Advisors LLC109,989$3.88M3.3%+5.7%7.585%
7/31/2024Commonwealth Equity Services LLC67,904$2.39M0.0%+58.5%4.683%
7/17/2024GenWealth Group Inc.84,271$2.97M0.7%-1.3%5.812%
7/17/2024Arlington Financial Advisors LLC125,130$4.41M1.0%+1.3%8.630%
7/16/2024RHS Financial LLC18,431$649K0.4%-6.7%1.271%
7/16/2024Financial Insights Inc.7,643$269K0.1%-9.9%0.527%
5/13/2024Balanced Rock Investment Advisors LLC104,035$3.70M3.2%-2.4%7.175%
4/29/2024Commonwealth Equity Services LLC42,838$1.52M0.0%+33.1%2.954%
4/26/2024Northwest Bancshares Inc.214,697$7.64M1.2%+2.2%14.807%
4/26/2024JNBA Financial Advisors35,333$1.26M0.1%-14.1%2.437%
4/18/2024RHS Financial LLC19,746$702K0.4%-8.3%1.362%
4/18/2024Arlington Financial Advisors LLC123,573$4.40M1.0%+1.0%8.522%
4/11/2024GenWealth Group Inc.85,389$3.04M0.8%-1.2%7.763%
4/10/2024Bruce G. Allen Investments LLC42,561$1.51M1.2%-1.7%3.869%
2/8/2024JNBA Financial Advisors41,140$1.34M0.2%-0.7%3.740%
1/31/2024Flynn Zito Capital Management LLC12,863$418K0.3%N/A1.169%
1/25/2024Financial Insights Inc.8,560$278K0.1%-27.5%0.778%
1/18/2024RHS Financial LLC21,542$701K0.4%-20.0%1.958%
1/11/2024GenWealth Group Inc.86,390$2.81M0.8%-2.1%7.854%
1/11/2024Bruce G. Allen Investments LLC43,299$1.41M1.3%N/A3.936%
1/9/2024Arlington Financial Advisors LLC122,370$3.98M1.2%+2.7%11.125%
12/7/2023Financial Insights Inc.11,810$336K0.1%N/A1.074%
11/8/2023Milestone Investment Advisors LLC8,507$247K0.1%+11.3%0.773%
11/3/2023Arlington Financial Advisors LLC119,194$3.47M1.2%-1.8%10.836%
11/2/2023JNBA Financial Advisors41,446$1.21M0.2%+4.0%3.768%
10/27/2023Northwest Bancshares Inc.212,665$6.18M1.2%-3.4%19.333%
10/24/2023RHS Financial LLC26,927$783K0.5%-1.8%2.448%
8/3/2023JNBA Financial Advisors39,869$1.21M0.1%+31.7%3.624%
8/2/2023Milestone Investment Advisors LLC7,644$232K0.1%-50.2%0.695%
7/24/2023Arlington Financial Advisors LLC121,439$3.69M1.3%-1.3%11.566%
7/24/2023Northwest Bancshares Inc.220,126$6.69M1.2%+7.5%20.964%
7/21/2023RHS Financial LLC27,424$834K0.6%+11.8%2.612%
7/13/2023GenWealth Group Inc.87,234$2.65M0.8%+3.2%8.308%
5/10/2023Northwest Bancshares Inc.204,760$5.92M1.1%+1.0%19.501%
5/8/2023Arlington Financial Advisors LLC122,996$3.55M1.4%-4.8%11.714%
5/2/2023JNBA Financial Advisors30,264$875K0.1%+3.7%2.882%
4/28/2023AdvisorNet Financial Inc3,540$102K0.0%+35.6%0.337%
4/27/2023RHS Financial LLC24,525$709K0.5%-10.9%2.336%
4/11/2023GenWealth Group Inc.84,568$2.44M0.7%+1.6%8.457%
3/15/2023Milestone Investment Advisors LLC15,162$423K0.1%N/A1.516%
2/13/2023Northwest Bancshares Inc.202,760$5.66M1.1%+23.5%20.276%
2/10/2023Financial Insights Inc.9,896$276K0.1%-19.4%0.990%
2/7/2023JNBA Financial Advisors29,197$815K0.1%-5.0%2.920%
1/24/2023RHS Financial LLC27,516$768K0.6%-14.0%2.752%
1/19/2023GenWealth Group Inc.83,276$2.33M0.8%+34.0%8.328%
1/19/2023Arlington Financial Advisors LLC129,179$3.61M1.5%-1.6%12.918%
1/13/20233EDGE Asset Management LP18,456$515K0.0%N/A1.846%
11/15/2022Northwest Bancshares Inc.164,129$4.17M1.0%+2.0%17.277%
10/21/2022RHS Financial LLC31,980$812K0.7%-2.0%3.198%
10/20/2022Dynamic Advisor Solutions LLC24,231$616K0.0%+26.4%2.423%
10/19/2022Arlington Financial Advisors LLC131,299$3.34M1.7%+0.3%13.130%
10/14/2022GenWealth Group Inc.62,162$1.58M0.5%+21.1%6.216%
8/16/2022Northwest Bancshares Inc.160,892$4.43M1.0%+10.8%16.089%
8/3/2022Financial Insights Inc.12,279$338K0.3%N/A1.228%
7/28/2022GenWealth Group Inc.51,320$1.41M0.5%+6.8%5.132%
(Data available from 1/1/2016 forward)

RAFE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RAFE shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Pimco Rafi Esg U.S. Etf. The most heavily invested institutionals were Sellwood Investment Partners LLC ($19.33M), Northwest Bancshares Inc. ($7.64M), Balanced Rock Investment Advisors LLC ($5.75M), Arlington Financial Advisors LLC ($5.08M), GenWealth Group Inc. ($3.19M), Commonwealth Equity Services LLC ($2.76M), and Financial Insights Inc. ($1.88M).Learn more on Pimco Rafi Esg U.S. Etf's institutional investors.

Which institutional investors have been buying Pimco Rafi Esg U.S. Etf's stock?

Of the 21 institutional investors that purchased Pimco Rafi Esg U.S. Etf's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sellwood Investment Partners LLC ($467.60K), Financial Insights Inc. ($68.19K), Balanced Rock Investment Advisors LLC ($46.43K), Commonwealth Equity Services LLC ($44.27K), NewEdge Advisors LLC ($44.21K), Bruce G. Allen Investments LLC ($43.30K), and Goldman Sachs Group Inc. ($42.31K).

How much institutional buying is happening at Pimco Rafi Esg U.S. Etf?

Institutional investors have bought a total of 702,859 shares in the last 24 months. This purchase volume represents approximately $25.74M in transactions.

Which of Pimco Rafi Esg U.S. Etf's major shareholders have been selling company stock?

Of the 11 institutional investors that sold Pimco Rafi Esg U.S. Etf's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JNBA Financial Advisors ($13.58K), Bank of America Corp DE ($6.50K), Bruce G. Allen Investments LLC ($5.14K), Royal Bank of Canada ($3.92K), GenWealth Group Inc. ($3.59K), Citadel Advisors LLC ($3.52K), and NewEdge Advisors LLC ($2.97K).

How much institutional selling is happening at Pimco Rafi Esg U.S. Etf?

Institutional investors have sold a total of 43,247 shares in the last 24 months. This volume of shares sold represents approximately $1.60M in transactions.


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This page (NYSEARCA:RAFE) was last updated on 9/14/2025 by MarketBeat.com Staff
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