Go Pro
→ SpaceX IPO hides a much bigger story (From Weiss Ratings) (Ad)tc pixel Free RAFE Stock Alerts

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

$48.04 0.00 (0.00%)
As of 07/2/2026 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)
29
Total
Institutional Inflows
(last 12 months)
$24.54M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.68M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC44,180$1.84M0.0%-10.7%1.403%
5/19/2026NewEdge Advisors LLC36,163$1.51M0.0%-26.9%1.148%
5/19/2026Bank of America Corp DE7,586$316K0.0%-33.1%0.241%
5/18/2026Royal Bank of Canada3,673$153K0.0%N/A0.117%
5/13/2026Cetera Investment Advisers66,960$2.79M0.0%+0.9%2.126%
5/5/2026Bank of New York Mellon Corp6,428$267K0.0%N/A0.204%
4/30/2026Mason & Associates Inc20,138$820K0.2%+1.8%0.650%
4/28/2026Ascentis Independent Advisors2,745$114K0.0%N/A0.089%
4/23/2026Sellwood Investment Partners LLC499,411$20.78M8.2%+1.9%16.110%
4/17/2026AdvisorNet Financial Inc3,835$160K0.0%+28.1%0.126%
3/2/2026Sankala Group LLC2,406$105K0.1%N/A0.083%
2/18/2026NewEdge Advisors LLC49,497$2.08M0.0%+0.9%1.707%
2/17/2026Cetera Investment Advisers66,336$2.79M0.0%N/A2.287%
2/17/2026Osaic Holdings Inc.32,871$1.39M0.0%+43.5%1.133%
2/13/2026Balanced Rock Investment Advisors LLC147,728$6.20M4.4%-2.8%5.094%
2/12/2026Commonwealth Equity Services LLC119,740$5.03M0.0%+10.0%4.129%
2/11/2026LPL Financial LLC58,152$2.44M0.0%+17.8%2.005%
2/10/2026Goldman Sachs Group Inc.17,189$722K0.0%-40.8%0.593%
2/10/2026Savant Capital LLC198,131$8.32M0.0%N/A6.832%
2/6/2026Envestnet Portfolio Solutions Inc.100,202$4.21M0.0%N/A3.455%
1/26/2026Sellwood Investment Partners LLC490,135$20.58M8.0%-3.7%17.198%
1/26/2026JNBA Financial Advisors9,976$419K0.0%-3.2%0.350%
1/23/2026Farther Finance Advisors LLC4,700$197K0.0%N/A0.165%
1/21/2026Townsend Asset Management Corp NC ADV4,815$202K0.1%N/A0.169%
1/21/2026Flagship Harbor Advisors LLC13,384$562K0.0%+5.5%0.470%
1/21/2026Walkner Condon Financial Advisors LLC13,226$555K0.1%+8.0%0.464%
1/16/2026RHS Financial LLC7,065$297K0.1%-18.9%0.248%
1/14/2026Bond & Devick Financial Network Inc.8,605$361K0.1%+18.9%0.302%
1/12/2026GenWealth Group Inc.85,000$3.65M0.6%-1.1%2.982%
1/12/2026Arlington Financial Advisors LLC127,322$5.35M0.8%-4.3%4.467%
1/9/2026Dynamic Advisor Solutions LLC20,995$882K0.0%N/A0.737%
11/17/2025NewEdge Advisors LLC49,058$2.00M0.0%+10.2%1.962%
11/17/2025Susquehanna International Group LLP17,329$705K0.0%-35.9%0.693%
11/17/2025Citadel Advisors LLC16,315$664K0.0%-62.5%0.653%
11/17/2025Bank of America Corp DE11,920$485K0.0%+3.9%0.477%
11/14/2025GenWealth Group Inc.85,926$3.50M0.7%+2.9%3.437%
11/5/2025Flynn Zito Capital Management LLC11,623$473K0.2%-3.2%0.465%
10/30/2025Sellwood Investment Partners LLC508,740$20.71M8.2%+0.4%20.350%
10/30/2025Williams & Novak LLC5,000$204K0.2%N/A0.200%
10/29/2025Walkner Condon Financial Advisors LLC12,243$498K0.1%N/A0.490%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
10/9/2025Sprinkle Financial Consultants LLC5,261$214K0.1%N/A0.215%
10/8/2025KWB Wealth9,528$363K0.0%+7.3%0.389%
9/4/2025Osaic Holdings Inc.22,407$855K0.0%+27.3%0.934%
8/15/2025Smartleaf Asset Management LLC1,453$55K0.0%N/A0.061%
8/15/2025Balanced Rock Investment Advisors LLC150,806$5.75M4.5%+36.7%6.284%
8/15/2025Bank of America Corp DE11,470$437K0.0%-27.9%0.478%
8/14/2025NewEdge Advisors LLC44,498$1.70M0.0%-6.3%1.854%
8/4/2025Flagship Harbor Advisors LLC12,576$480K0.0%+2.2%0.524%
7/28/2025Arlington Financial Advisors LLC133,098$5.08M0.8%+1.2%5.546%
7/25/2025RHS Financial LLC8,867$338K0.2%-15.7%0.369%
7/24/2025JNBA Financial Advisors10,427$398K0.0%-5.9%0.434%
7/22/2025Financial Insights Inc.49,333$1.88M0.7%N/A2.056%
7/17/2025KWB Wealth8,883$323K0.0%+53.9%0.370%
7/16/2025GenWealth Group Inc.83,517$3.19M0.6%+3.3%3.480%
7/14/2025Sellwood Investment Partners LLC506,863$19.33M9.2%+0.7%21.119%
7/11/2025Bond & Devick Financial Network Inc.7,239$276K0.1%+20.6%0.302%
7/9/2025Bruce G. Allen Investments LLC37,797$1.44M1.1%-3.0%1.575%
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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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%


RAFE Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of Pimco Rafi Esg U.S. Etf. The most heavily invested institutionals were Sellwood Investment Partners LLC ($20.78M), Savant Capital LLC ($8.32M), Balanced Rock Investment Advisors LLC ($6.20M), Arlington Financial Advisors LLC ($5.35M), Commonwealth Equity Services LLC ($5.03M), Envestnet Portfolio Solutions Inc. ($4.21M), and GenWealth Group Inc. ($3.65M).Learn more on Pimco Rafi Esg U.S. Etf's institutional investors.

Of the 32 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 ($478.75K), Savant Capital LLC ($198.13K), Envestnet Portfolio Solutions Inc. ($100.20K), Cetera Investment Advisers ($66.96K), Financial Insights Inc. ($56.38K), NewEdge Advisors LLC ($49.21K), and Balanced Rock Investment Advisors LLC ($46.43K).

Institutional investors have bought a total of 595,684 shares in the last 24 months. This purchase volume represents approximately $24.54M in transactions.

Of the 13 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: Citadel Advisors LLC ($27.17K), NewEdge Advisors LLC ($21.62K), Sellwood Investment Partners LLC ($18.61K), Goldman Sachs Group Inc. ($11.83K), Susquehanna International Group LLP ($9.71K), Bank of America Corp DE ($8.18K), and Arlington Financial Advisors LLC ($5.67K).

Institutional investors have sold a total of 113,850 shares in the last 24 months. This volume of shares sold represents approximately $4.68M in transactions.


Related Companies

This page (NYSEARCA:RAFE) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel