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PIMCO Ultra Short Government Active ETF

57 hedge funds and large institutions have $250M invested in PIMCO Ultra Short Government Active ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

59% more capital invested

Capital invested by funds: $157M → $250M (+$92.6M)

46% more funds holding

Funds holding: 3957 (+18)

4.99% more ownership

Funds ownership: 63.52%68.51% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
57
Holders Change
+18
Holders Change %
+46.15%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
24
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.14M +$195K +1,935 +21%
Citadel Advisors
27
Citadel Advisors
Florida
$1.11M +$1.1M +10,942 New
PP
28
Patten & Patten
Tennessee
$1.1M +$291K +2,880 +36%
PIS
29
POM Investment Strategies
North Carolina
$1.07M +$625K +6,190 +142%
FI
30
FWG Investments
Kentucky
$931K +$390K +3,863 +72%
IWC
31
Integrated Wealth Concepts
Massachusetts
$931K +$484K +4,792 +109%
KFG
32
Kingdom Financial Group
Arizona
$867K +$271K +2,683 +46%
CC
33
Chicago Capital
Illinois
$837K
KA
34
Keene & Associates
Texas
$793K -$403K -3,995 -34%
BOSSRA
35
B.O.S.S. Retirement Advisors
Utah
$563K +$562K +5,568 New
BWM
36
Biltmore Wealth Management
Arizona
$549K +$34.5K +342 +7%
PAG
37
Private Advisor Group
New Jersey
$544K -$95.5K -946 -15%
HCM
38
Hollencrest Capital Management
California
$506K +$505K +5,000 New
SFS
39
Security Financial Services
Indiana
$402K +$401K +3,975 New
Osaic Holdings
40
Osaic Holdings
Arizona
$328K -$909K -9,004 -74%
SEP
41
Southland Equity Partners
Missouri
$320K +$319K +3,163 New
FA
42
FSA Advisors
Michigan
$316K -$3.33K -33 -1%
AC
43
Addison Capital
Pennsylvania
$303K +$303K +3,000 New
SF
44
Slagle Financial
Illinois
$270K +$65.2K +646 +32%
HWM
45
Heirloom Wealth Management
Colorado
$262K -$2.06M -20,400 -89%
KWM
46
Kingsview Wealth Management
Oregon
$256K +$255K +2,528 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$231K -$8.88K -88 -4%
PA
48
Pineridge Advisors
Missouri
$65.2K +$2.42K +24 +4%
CAS
49
Coppell Advisory Solutions
Texas
$49.1K +$49K +486 New
BCMLT
50
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.9K +$27.9K +276 New

BILZ Hedge Fund Activity: Q2 2024 in Review

57 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q2 2024, worth a combined $250M — up 59% from $157M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BILZ positions and 2 closed out — a net gain of 18 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $29.3M. The largest seller was Mariner, cutting an estimated $7.06M.

  • 57 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $250M of PIMCO Ultra Short Government Active ETF stock for Q2 2024, up 59% quarter-over-quarter.
  • 20 funds opened new PIMCO Ultra Short Government Active ETF positions in Q2 2024 and 2 closed out, a net change of +18 holders.
  • The largest PIMCO Ultra Short Government Active ETF buyer in Q2 2024 was AE Wealth Management, an estimated $29.3M added.
  • The largest PIMCO Ultra Short Government Active ETF seller in Q2 2024 was Mariner, an estimated $7.06M sold.

Based on aggregated 13F filings for Q2 2024.