PIMCO RAFI ESG US ETF (RAFE) Institutional Ownership Changes & 13F Activity

PIMCO RAFI ESG US ETF (RAFE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Savant Capital, Llc, Osaic Holdings, Inc., Commonwealth Equity Services, Llc, Royal Bank Of Canada, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+7,724+29.0%34,331$1.64MQ2 2026Sep 02, 2026
Financial Insights, Inc.Sell-1,582-2.5%61,530$2.95MQ2 2026Aug 25, 2026
Balanced Rock Investment Advisors LlcBuy+3,671+2.5%152,855$7.32MQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+39,451+2102.9%41,327$1.98MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+22,979+625.6%26,652$1.28MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+20,06320,063$960.29KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+16,00816,008$766.21KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+7,282+96.0%14,868$711.64KQ2 2026Aug 14, 2026
Milestone Investment Advisors LlcBuy+998+16.8%6,954$332.83KQ2 2026Aug 14, 2026
Northwest Bancshares, Inc.Buy+502+0.5%108,915$5.21MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+59+1.1%5,648$270.34KQ2 2026Aug 14, 2026
Mariner, LlcSell-234-0.8%30,664$1.47MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+3,2153,215$154.35KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+3,119+8.6%39,282$1.88MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+2,551+3.8%69,511$3.33MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+19+0.5%3,697$176.95KQ2 2026Aug 12, 2026
Providence Capital Advisors, LlcBuy+1,2761,276$61.08KQ2 2026Aug 11, 2026
Savant Capital, LlcBuy+309,514+121.5%564,233$25.43MQ2 2026Aug 10, 2026
Lpl Financial LlcSell-11,808-6.9%159,208$7.62MQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+1,956+30.4%8,384$401.29KQ2 2026Aug 06, 2026
Capital Analysts, LlcBuy+192+1.0%18,681$894.00KQ2 2026Aug 05, 2026
Bruce G. Allen Investments, LlcBuy+575+1.6%37,314$1.79MQ2 2026Jul 31, 2026
Commonwealth Equity Services, LlcBuy+28,744+25.3%142,184$6.81MQ2 2026Jul 29, 2026
Kestra Private Wealth Services, LlcBuy+4,6594,659$223.00KQ2 2026Jul 28, 2026
Kestra Advisory Services, LlcBuy+4,4684,468$213.86KQ2 2026Jul 28, 2026
Private Advisor Group, LlcBuy+4,7664,766$228.12KQ2 2026Jul 27, 2026
Nottingham Advisors, Inc.Buy+4,5774,577$218.14KQ2 2026Jul 27, 2026
Walkner Condon Financial Advisors LlcBuy+586+4.4%13,875$664.11KQ2 2026Jul 27, 2026
Townsend Asset Management CorpBuy+4,4474,447$212.83KQ2 2026Jul 24, 2026
Flynn Zito Capital Management, LlcSell-347-3.0%11,214$536.76KQ2 2026Jul 24, 2026
Showing 30 of 48

Frequently asked questions about RAFE activity

  • Which institutional owners are buying RAFE?

    Institutional owners buying RAFE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RAFE activity?

    "Buy" means an investor increased their reported position in RAFE compared to the prior reporting period. This reflects growing exposure to PIMCO RAFI ESG US ETF (RAFE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RAFE increasing?

    Institutional interest in RAFE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.