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

$33.68 +0.19 (+0.57%)
As of 04/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$20.12M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.31M
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RAFE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025 KWB Wealth5,773$210K0.0%N/A0.257%
4/9/2025 Bond & 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%
1/28/2025 Arlington Financial Advisors LLC131,686$4.79M1.0%+3.8%9.082%
1/21/2025Flagship Harbor Advisors LLC10,446$380K0.0%+8.3%0.720%
1/15/2025 GenWealth Group Inc.80,681$2.93M0.7%-1.6%5.564%
1/10/2025 Bruce 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%
10/12/2024 GenWealth Group Inc.81,953$3.05M0.7%-2.8%5.652%
10/9/2024 Bruce 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%
7/17/2024 GenWealth Group Inc.84,271$2.97M0.7%-1.3%5.812%
7/17/2024 Arlington Financial Advisors LLC125,130$4.41M1.0%+1.3%8.630%
7/16/2024 RHS 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%
4/18/2024 RHS Financial LLC19,746$702K0.4%-8.3%1.362%
4/18/2024 Arlington Financial Advisors LLC123,573$4.40M1.0%+1.0%8.522%
4/11/2024 GenWealth Group Inc.85,389$3.04M0.8%-1.2%7.763%
4/10/2024 Bruce 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%
1/18/2024 RHS Financial LLC21,542$701K0.4%-20.0%1.958%
1/11/2024 GenWealth Group Inc.86,390$2.81M0.8%-2.1%7.854%
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1/11/2024 Bruce G. Allen Investments LLC43,299$1.41M1.3%N/A3.936%
1/9/2024 Arlington 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%
11/3/2023 Arlington 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%
10/24/2023 RHS 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%
7/24/2023 Arlington 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%
7/21/2023 RHS Financial LLC27,424$834K0.6%+11.8%2.612%
7/13/2023 GenWealth 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%
5/8/2023 Arlington Financial Advisors LLC122,996$3.55M1.4%-4.8%11.714%
5/2/2023JNBA Financial Advisors30,264$875K0.1%+3.7%2.882%
4/28/2023 AdvisorNet Financial Inc3,540$102K0.0%+35.6%0.337%
4/27/2023 RHS Financial LLC24,525$709K0.5%-10.9%2.336%
4/11/2023 GenWealth 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%
1/24/2023 RHS Financial LLC27,516$768K0.6%-14.0%2.752%
1/19/2023 GenWealth Group Inc.83,276$2.33M0.8%+34.0%8.328%
1/19/2023 Arlington 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%
10/21/2022 RHS Financial LLC31,980$812K0.7%-2.0%3.198%
10/20/2022 Dynamic Advisor Solutions LLC24,231$616K0.0%+26.4%2.423%
10/19/2022 Arlington Financial Advisors LLC131,299$3.34M1.7%+0.3%13.130%
10/14/2022 GenWealth 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%
7/28/2022 GenWealth Group Inc.51,320$1.41M0.5%+6.8%5.132%
7/15/2022 RHS Financial LLC32,640$898K0.7%-31.0%3.138%
7/13/2022 Arlington Financial Advisors LLC130,899$3.60M1.6%+1.1%12.586%
5/5/2022 GenWealth Group Inc.48,050$1.52M0.4%+92.8%4.408%
5/4/2022Advisor Group Holdings Inc.17,828$564K0.0%N/A1.636%
4/29/2022Northwest Bancshares Inc.145,170$4.59M0.9%-2.3%13.318%
4/29/2022JNBA Financial Advisors30,548$966K0.1%-18.2%2.803%
4/26/2022 Arlington Financial Advisors LLC129,423$4.09M1.6%+3.5%13.073%
4/14/2022 RHS Financial LLC47,294$1.50M1.1%-13.5%5.436%
4/11/2022 Dynamic Advisor Solutions LLC18,995$601K0.0%+5.3%2.183%
2/11/2022True North Advisors LLC37,194$1.23M0.2%N/A4.275%
2/10/2022 GenWealth Group Inc.24,917$824K0.2%+50.5%2.864%
2/9/2022Northwest Bancshares Inc.148,527$4.92M1.0%+1,385.3%17.072%
2/3/2022JNBA Financial Advisors37,364$1.24M0.2%-2.2%4.295%
1/26/2022 RHS Financial LLC54,670$1.81M1.3%+1.2%6.667%
What to do with your collapsing portfolio… (Ad)

There might be only one way to save your retirement in this volatile time. After watching investors lose $6 trillion in market cap in a matter of DAYS... And after seeing businesses bleeding dry as trade tensions spiral out of control... What the acclaimed “Market Wizard” Larry Benedict — who beat the market by 103% during the 2008 crash — is about to reveal could not only save your retirement from Trump's tariffs…

Click here to access this emergency briefing BEFORE the next tariff announcement...
1/26/2022 Dynamic Advisor Solutions LLC18,035$597K0.0%+16.1%2.199%
1/18/2022 Arlington Financial Advisors LLC125,010$4.14M1.4%+1.7%15.245%
11/10/2021JNBA Financial Advisors38,185$1.16M0.2%+3.3%5.699%
11/9/2021Nottingham Advisors Inc.7,450$227K0.0%N/A1.112%
10/28/2021 Dynamic Advisor Solutions LLC15,528$472K0.0%+25.2%2.318%
10/19/2021 GenWealth Group Inc.16,551$503K0.1%N/A2.470%
10/15/2021 AdvisorNet Financial Inc2,431$74K0.0%+351.0%0.363%
10/14/2021 RHS Financial LLC54,047$1.64M1.2%-3.0%8.067%
10/13/2021Northwest Bancshares Inc.10,000$304K0.1%N/A1.493%
9/3/2021Parametric Portfolio Associates LLC35,265$1.09M0.0%+106.6%5.263%
(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, 21 institutional investors and hedge funds held shares of Pimco Rafi Esg U.S. Etf. The most heavily invested institutionals were Sellwood Investment Partners LLC ($16.86M), Northwest Bancshares Inc. ($7.64M), Arlington Financial Advisors LLC ($4.79M), Balanced Rock Investment Advisors LLC ($4.03M), GenWealth Group Inc. ($2.93M), Commonwealth Equity Services LLC ($2.76M), and Bruce G. Allen Investments LLC ($1.41M).Learn more on RAFE's institutional investors.

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

Of the 19 institutional investors that purchased Pimco Rafi Esg U.S. Etf stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sellwood Investment Partners LLC ($463.92K), Commonwealth Equity Services LLC ($44.27K), Bruce G. Allen Investments LLC ($43.30K), Northwest Bancshares Inc. ($21.90K), Financial Insights Inc. ($18.86K), Flynn Zito Capital Management LLC ($12.86K), and JNBA Financial Advisors ($12.25K).

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

Institutional investors have bought a total of 662,931 shares in the last 24 months. This purchase volume represents approximately $23.51M in transactions.

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

Of the 13 institutional investors that sold Pimco Rafi Esg U.S. Etf stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JNBA Financial Advisors ($13.03K), RHS Financial LLC ($11.98K), Arlington Financial Advisors LLC ($9.99K), Milestone Investment Advisors LLC ($7.72K), GenWealth Group Inc. ($7.53K), Northwest Bancshares Inc. ($7.46K), and Bruce G. Allen Investments LLC ($4.72K).

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

Institutional investors have sold a total of 77,422 shares in the last 24 months. This volume of shares sold represents approximately $2.57M in transactions.



This page (NYSEARCA:RAFE) was last updated on 4/18/2025 by MarketBeat.com Staff
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