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Rockefeller

1Y record
5–0
Made money
100%
Money made
$130M
Typical return
+2.6%

Rockefeller’s Total Funds

1Y
5 funds · 100% made money
International 1$770M · 38%
US stocks 1$717M · 35%
Bonds & cash 3$545M · 27%
Rockefeller ETFs · past-year returns · as of Nov 7, 2026 · one tile per fund, grouped by category, largest first
@TheETFTracker·theetftracker.com

Rockefeller’s Total Holdings

Today
$2.0Bin 5 funds · 3 categories
CategoryFundsAssets ▼Share
International1$770M38%
US stocks1$717M35%
Bonds & cash3$545M27%
Rockefeller ETFs · current holdings · as of Nov 7, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Share of the ETF Market

Today
0%of all US ETF AUM is in Rockefeller funds
$2.0B of $16.31T · 5 of 5,803
Rockefeller’s AUMEveryone elseNo Rockefeller funds · 6 bucketsTile size = the bucket’s total AUM
Rockefeller ETFs · current AUM · as of Nov 7, 2026 · tile size = the bucket’s total AUM
@TheETFTracker·theetftracker.com

Top 10 Rockefeller ETFs

Today
$2.0B · 100% of $2.0B
1RGEFGlobal Equity$770M
2RSMCU.S. Small-Mid Cap$717M
3RMOPOpportunistic Municipal Bond$495M
4RMNYNew York Municipal Bond$30.9M
5RMCACalifornia Municipal Bond$18.8M
Rockefeller ETFs · 5 of 5 by assets · as of Nov 7, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Best ETFs

1Y
+11.2%RGEF, the Global Equity fund, led all 5
1RGEFGlobal Equity+11.2%
2RSMCU.S. Small-Mid Cap+5.9%
3RMOPOpportunistic Municipal Bond+2.6%
4RMCACalifornia Municipal Bond+1.5%
5RMNYNew York Municipal Bond+1.3%
Rockefeller ETFs · past-year returns · as of Nov 7, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s 1-Year Record

1Y
5–0made money · lost
of 5 with a full year
100% made moneyAll ETFs 77%
Typical returnMiddle fund
Rockefeller+2.6%
All ETFs+5.4%
Best fundRGEF +11.2%
Worst fundRMNY +1.3%
Money made for investors$130M · 91st of 415 issuers
Rockefeller ETFs · past-year returns · as of Nov 7, 2026
@TheETFTracker·theetftracker.com

Rockefeller vs Invesco

1Y
Rockefeller5 funds · 61st by money made
vs
Invesco247 funds
$130MMoney made$73.0B
$2.0BAssets$980B
$13.8MFees earned$2.2B
100%Win %85%
+2.6%Typical return+7.6%
$0.68Fee per $100$0.23
5Funds247
0Launches 202615
3–1Invesco wins
Rockefeller and Invesco ETFs · past-year results · as of Nov 7, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com

Rockefeller’s ETF Launches

2026
0in 20260in 12 months
JFMAMJJASON

No launches yet in 2026.

End-of-day Nov 7, 2026
@TheETFTracker·theetftracker.com