PIMCO Rafi ESG US ETFRAFEETF
13F holders, Q1 2025 (March 31)24holders
4new positions
3sold out
1famous investor
$36.33avg. 13F price*
At the end of Q1 2025, 24 institutions reported holding PIMCO Rafi ESG US ETF (RAFE) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Sellwood Investment Partners LLC ($18.3M), Northwest Bancshares, Inc. ($6.0M) and Arlington Financial Advisors, LLC ($4.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Rafi ESG US ETF
- Filed as
- PIMCO EQUITY SER (Q1 2025)
- CUSIP
- 72201T342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.3M |
| Exits | 3 | $567K |
All 13F filers, Q4 2024 → Q1 2025: 176,613 shares bought and 38,484 shares sold, net +138,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Sellwood Investment Partners LLC | 9.54% | Add +8.5% | 503,185 | $18.3M |
| Northwest Bancshares, Inc. | 1.10% | No change | 164,459 | $6.0M |
| Arlington Financial Advisors, LLC | 0.84% | Reduce -0.1% | 131,571 | $4.8M |
| Balanced Rock Investment Advisors LLC | 3.20% | Reduce -0.5% | 110,328 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +36.2% | 103,379 | $3.8M |
| GenWealth Group, Inc. | 0.65% | Add +0.2% | 80,823 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +1358.3% | 47,466 | $1.7M |
| Bruce G. Allen Investments, LLC | 1.12% | Add +0.4% | 38,956 | $1.4M |
| LPL Financial LLC | 0.00% | Add +3.2% | 37,627 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 29,066 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -33.4% | 22,496 | $817K |
| Goldman Sachs Group Inc. | 0.00% | New | 21,157 | $769K |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 17,602 | $640K |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 15,900 | $578K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +17.8% | 12,309 | $447K |
| Flynn Zito Capital Management, LLC | 0.20% | Reduce -6.0% | 11,889 | $432K |
| Royal Bank of Canada | 0.00% | Reduce -26.0% | 11,127 | $404K |
| JNBA Financial Advisors | 0.04% | Reduce -35.2% | 11,076 | $402K |
| RHS Financial, LLC | 0.21% | Reduce -0.5% | 10,524 | $382K |
| Bond & Devick Financial Network, Inc. | 0.08% | New | 6,004 | $218K |
| Milestone Investment Advisors LLC | 0.06% | Reduce -1.6% | 5,925 | $215K |
| KWB Wealth | 0.03% | New | 5,773 | $210K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 3,015 | $110K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 2,385 | $87K |
"% of holder's portfolio" is RAFE's weight in each manager's 13F, not the share of PIMCO Rafi ESG US ETF the manager owns.