PIMCO RAFI ESG U.S.
RAFE • ARCA
PIMCO RAFI ESG U.S. is an exchange-traded fund on ARCA. As of Q3 2025, 29 institutional investors hold shares in this ETF, with total holdings valued at $58.5M. Sellwood Investment Partners LLC is the largest holder with a position valued at $20.7M.
Overview
Overview of institutional ownership in RAFE as of Q3 2025
All Institutions
- Institutions
- 29
- Value Held
- $58.5M
- Shares Held
- 1.4M
- Avg Position
- $2.0M
- Median Position
- $498.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $664.0K
- Shares Held
- 16.3K
- Avg Position
- $664.0K
- Median Position
- $664.0K
Biggest Investors
Institutions with the largest positions in RAFE as of Q3 2025
| Institution | Position Value |
|---|---|
 Sellwood Investment Partners LLC Fund of Funds | $20.7M 8.24% of portfolio |
 Balanced Rock Investment Advisor RIA/Wealth | $6.2M 4.62% of portfolio |
A Arlington Financial Advisors, LLC Institution | $5.4M 0.80% of portfolio |
 Northwest Bancshares, Inc. Institution | $4.6M 0.76% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $4.4M 0.01% of portfolio |
 GenWealth Group, Inc. RIA/Wealth | $3.5M 0.65% of portfolio |
L LPL Financial LLC Institution | $2.0M 0.00% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $2.0M 0.01% of portfolio |
 Bruce G. Allen Investments, LLC RIA/Wealth | $1.5M 1.11% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $1.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RAFE in Q3 2025
- Traded
- −$1.5M
- Buyers
- 18
- Sellers
- 10
- Total Bought
- +$2.4M
- Total Sold
- −$3.9M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Walkner Condon Financial Advisors LLC RIA/Wealth | +$498.3K +12.2K shares |
L LPL Financial LLC Institution | +$443.5K +10.9K shares |
GOLDMAN SACHS GROUP INC Institution | +$331.3K +8.1K shares |
R ROYAL BANK OF CANADA Institution | +$266.5K +6.5K shares |
S Sprinkle Financial Consultants LLC RIA/Wealth | +$214.1K +5.3K shares |
W Williams & Novak, LLC Institution | +$203.5K +5.0K shares |
Goss Wealth Management LLC RIA/Wealth | +$185.6K +4.6K shares |
GenWealth Group, Inc. RIA/Wealth | +$98.0K +2.4K shares |
Sellwood Investment Partners LLC Fund of Funds | +$76.4K +1.9K shares |
Balanced Rock Investment Advisor RIA/Wealth | +$51.1K +1.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Northwest Bancshares, Inc. Institution | −$2.0M −48.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.1M −27.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$395.0K −9.7K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$389.0K −9.6K shares |
 FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | −$15.9K −390.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$12.7K −332.0 shares |
 RHS Financial, LLC RIA/Wealth | −$6.5K −159.0 shares |
 JNBA Financial Advisors RIA/Wealth | −$5.1K −126.0 shares |
A Arlington Financial Advisors, LLC Institution | −$4.4K −108.0 shares |
 Global Retirement Partners, LLC RIA/Wealth | −$569.8 −14.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RAFE in Q3 2025
- New Positions
- 3
- New Value
- $915.9K
- Exited Positions
- 1
- Exited Value
- $12.7K
New Positions
| Institution | Position Value |
|---|---|
Walkner Condon Financial Advisors LLC RIA/Wealth | $498.3K 12.2K shares |
S Sprinkle Financial Consultants LLC RIA/Wealth | $214.1K 5.3K shares |
W Williams & Novak, LLC Institution | $203.5K 5.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $12.7K 332.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in RAFE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RAFE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Sellwood Investment Partners LLC Fund of Funds | 8.24% $20.7M |
Balanced Rock Investment Advisor RIA/Wealth | 4.62% $6.2M |
Bruce G. Allen Investments, LLC RIA/Wealth | 1.11% $1.5M |
A Arlington Financial Advisors, LLC Institution | 0.80% $5.4M |
Northwest Bancshares, Inc. Institution | 0.76% $4.6M |
GenWealth Group, Inc. RIA/Wealth | 0.65% $3.5M |
RHS Financial, LLC RIA/Wealth | 0.18% $354.4K |
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | 0.17% $473.1K |
W Williams & Novak, LLC Institution | 0.16% $203.5K |
S Sprinkle Financial Consultants LLC RIA/Wealth | 0.12% $214.1K |
Hedge Fund Spotlight
Discover hedge funds investing in RAFE
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in PIMCO RAFI ESG U.S.
- Market Value
- $664.0K
- Shares Held
- 16.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
