Free Trial
→ INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (From Traders Agency) (Ad) Free RAFE Stock Alerts

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

$38.30 +0.08 (+0.21%)
As of 07/8/2025 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)
13
Total
Institutional Inflows
(last 12 months)
$22.79M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.36M
Get RAFE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pimco Rafi Esg U.S. Etf stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RAFE Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman 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%
How Trade Wars Are Creating Fresh Opportunities for Investors (Ad)

Tariffs and trade tensions are back in the headlines, and while many are focused on the risks, smart investors know there’s also opportunity. New supply chain shifts, pricing power adjustments, and sector revaluations are already underway—creating openings for those who act early. That’s why we’ve just released our latest research: 📈 “From Tariffs to Returns: How to Capitalize on Trade Disputes in Your Portfolio”

Position yourself ahead of the next move—get the full report here.
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%
7/15/2022RHS Financial LLC32,640$898K0.7%-31.0%3.138%
7/13/2022Arlington Financial Advisors LLC130,899$3.60M1.6%+1.1%12.586%
5/5/2022GenWealth 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%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
4/29/2022JNBA Financial Advisors30,548$966K0.1%-18.2%2.803%
4/26/2022Arlington Financial Advisors LLC129,423$4.09M1.6%+3.5%13.073%
4/14/2022RHS Financial LLC47,294$1.50M1.1%-13.5%5.436%
4/11/2022Dynamic Advisor Solutions LLC18,995$601K0.0%+5.3%2.183%
2/11/2022True North Advisors LLC37,194$1.23M0.2%N/A4.275%
2/10/2022GenWealth 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%
1/26/2022RHS Financial LLC54,670$1.81M1.3%+1.2%6.667%
1/26/2022Dynamic Advisor Solutions LLC18,035$597K0.0%+16.1%2.199%
(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, 23 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 ($4.01M), GenWealth Group Inc. ($2.93M), Commonwealth Equity Services LLC ($2.76M), and NewEdge Advisors LLC ($1.72M).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 20 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 ($463.92K), Commonwealth Equity Services LLC ($44.27K), NewEdge Advisors LLC ($44.21K), Bruce G. Allen Investments LLC ($43.30K), Goldman Sachs Group Inc. ($42.31K), Northwest Bancshares Inc. ($19.90K), and Financial Insights Inc. ($18.86K).

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

Institutional investors have bought a total of 627,975 shares in the last 24 months. This purchase volume represents approximately $22.79M 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 ($12.93K), GenWealth Group Inc. ($4.71K), Bruce G. Allen Investments LLC ($3.98K), Royal Bank of Canada ($3.92K), Citadel Advisors LLC ($3.52K), Flynn Zito Capital Management LLC ($2.50K), and Bank of America Corp DE ($2.07K).

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

Institutional investors have sold a total of 37,402 shares in the last 24 months. This volume of shares sold represents approximately $1.36M in transactions.


Related Companies

This page (NYSEARCA:RAFE) was last updated on 7/9/2025 by MarketBeat.com Staff
From Our Partners
A grave, grave error.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
The DOJ Just Paved the Way for Account Seizures
Washington is running out of money…And guess where they'll look next? When governments go broke, they take ...
Priority Gold | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored