PIMCO Ultra Short Government Active ETF
BILZ
33 hedge funds and large institutions have $193M invested in PIMCO Ultra Short Government Active ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
700% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 3
554% more capital invested
Capital invested by funds: $29.5M → $193M (+$163M)
154% more funds holding
Funds holding: 13 → 33 (+20)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
32.83% more ownership
Funds ownership: 75.09% → 107.93% (+33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$128M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$13.6M |
| 3 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$7.17M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$6.42M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$5.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
-$6.65M |
| 2 |
Jane Street
New York
|
-$2.94M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.66M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$304K |
| 5 |
KA
Keene & Associates
Fort Worth,
Texas
|
-$135K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
26
Equitable Holdings
New York
| $202K | +$202K | +2,010 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $163K | +$163K | +1,620 | New |
|
|
PA
28
Pineridge Advisors
St. Charles,
Missouri
| $64.2K | +$64.2K | +638 | New |
|
|
OLVIG
29
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $20.3K | +$20.3K | +202 | New |
|
|
PCM
30
Penserra Capital Management
Orinda,
California
| $7K | +$7.45K | +74 | New |
|
|
RWPA
31
Richard W. Paul & Associates
Novi,
Michigan
| $6.45K | +$6.44K | +64 | New |
|
|
TAM
32
Tucker Asset Management
Littleton,
Colorado
| $6.44K | +$6.44K | +64 | New |
|
33
JP Morgan Chase
New York
| $2.42K | +$2.42K | +24 | New |
|
|
PWM
34
Palumbo Wealth Management
Great Neck,
New York
| – | -$6.65M | -66,027 | Closed |
|
|
35
Jane Street
New York
| – | -$2.94M | -29,195 | Closed |
|
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1.66M | -16,529 | Closed |
|
BILZ Hedge Fund Activity: Q4 2023 in Review
33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q4 2023, worth a combined $193M — up 554% from $29.5M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BILZ positions and 3 closed out — a net gain of 21 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $128M. The largest seller was Palumbo Wealth Management, exiting entirely with an estimated $6.65M sold.
- 33 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $193M of PIMCO Ultra Short Government Active ETF stock for Q4 2023, up 554% quarter-over-quarter.
- 24 funds opened new PIMCO Ultra Short Government Active ETF positions in Q4 2023 and 3 closed out, a net change of +21 holders.
- The largest PIMCO Ultra Short Government Active ETF buyer in Q4 2023 was AE Wealth Management, an estimated $128M added.
- The largest PIMCO Ultra Short Government Active ETF seller in Q4 2023 was Palumbo Wealth Management, an estimated $6.65M sold.
Based on aggregated 13F filings for Q4 2023.