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PIMCO Ultra Short Government Active ETF
BILZ

Overview Fund Activity

39 hedge funds and large institutions have $157M invested in PIMCO Ultra Short Government Active ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
19
Reduced
4
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$4.04M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.16M
3
APA
Astoria Portfolio Advisors
New York
+$3.1M
4
Mariner
Mariner
Kansas
+$2.87M
5
TF
Trek Financial
Arizona
+$2.75M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$53M
2
LAS
Lloyd Advisory Services
Georgia
-$13.6M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$6.42M
4
LCWP
Legacy Capital Wealth Partners
Arkansas
-$2.68M
5
KA
Keene & Associates
Texas
-$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$640K -$139K -1,373 -18%
KFG
27
Kingdom Financial Group
Arizona
$596K +$596K +5,892 New
FI
28
FWG Investments
Kentucky
$541K +$541K +5,349 New
BWM
29
Biltmore Wealth Management
Arizona
$512K – – –
IWC
30
Integrated Wealth Concepts
Massachusetts
$447K +$447K +4,416 New
PIS
31
POM Investment Strategies
North Carolina
$440K +$54.4K +538 +14%
FA
32
FSA Advisors
Michigan
$319K +$319K +3,153 New
LA
33
Latitude Advisors
Florida
$246K +$246K +2,429 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$240K +$6.28K +62 +3%
SF
35
Slagle Financial
Illinois
$205K +$205K +2,026 New
Allianz Asset Management
36
Allianz Asset Management
Germany
$102K +$102K +1,007 New
PA
37
Pineridge Advisors
Missouri
$62.8K -$1.72K -17 -3%
RWPA
38
Richard W. Paul & Associates
Michigan
$6.56K +$101 +1 +2%
AF
39
Allworth Financial
California
$911 +$911 +9 New
LAS
40
Lloyd Advisory Services
Georgia
– -$13.6M -134,725 Closed
BOSSRA
41
B.O.S.S. Retirement Advisors
Utah
– -$6.42M -63,745 Closed
LCWP
42
Legacy Capital Wealth Partners
Arkansas
– -$2.68M -26,664 Closed
SEP
43
Southland Equity Partners
Missouri
– -$247K -2,456 Closed
EH
44
Equitable Holdings
New York
– -$202K -2,010 Closed
OLVIG
45
Oliver Lagore Vanvalin Investment Group
Michigan
– -$20.3K -202 Closed
PCM
46
Penserra Capital Management
California
– -$7K -74 Closed
TAM
47
Tucker Asset Management
Colorado
– -$6.44K -64 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– -$2.42K -24 Closed
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