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PIMCO Ultra Short Government Active ETF
BILZ

64 hedge funds and large institutions have $354M invested in PIMCO Ultra Short Government Active ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

42% more capital invested

Capital invested by funds: $250M → $354M (+$104M)

12% more funds holding

Funds holding: 57 → 64 (+7)

7.72% more ownership

Funds ownership: 68.51% → 76.23% (+7.7%)

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
28
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$119M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$16.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.83M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.6M
5
GS
GTS Securities
New York
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$47M
2
LAS
Lloyd Advisory Services
Georgia
-$5.03M
3
TF
Trek Financial
Arizona
-$3.42M
4
FTUS
Flow Traders U.S.
New York
-$3.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
26
Precision Wealth Strategies
Missouri
$1.72M +$130K +1,292 +8%
SCA
27
Snowden Capital Advisors
New York
$1.57M – – –
PAG
28
Private Advisory Group
Washington
$1.3M +$1.3M +12,852 New
PIS
29
POM Investment Strategies
North Carolina
$1.18M +$115K +1,136 +11%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.08M +$1.08M +10,663 New
FTUS
31
Flow Traders U.S.
New York
$1.01M -$3.1M -30,673 -75%
SW
32
SMART Wealth
Nebraska
$863K +$861K +8,527 New
KA
33
Keene & Associates
Texas
$862K +$68.1K +675 +9%
CC
34
Chicago Capital
Illinois
$838K – – –
CAG
35
Csenge Advisory Group
Florida
$739K -$478K -4,738 -39%
KWM
36
Kingsview Wealth Management
Oregon
$717K +$460K +4,558 +180%
KFG
37
Kingdom Financial Group
Arizona
$714K -$153K -1,518 -18%
BOSSRA
38
B.O.S.S. Retirement Advisors
Utah
$693K +$129K +1,274 +23%
EFS
39
Essex Financial Services
Connecticut
$678K +$677K +6,709 New
OWA
40
Outlook Wealth Advisors
Texas
$670K -$2.63M -26,052 -80%
BWM
41
Biltmore Wealth Management
Arizona
$581K +$30.8K +305 +6%
LWM
42
Lodestone Wealth Management
Washington
$560K +$559K +5,536 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$540K -$3.05M -30,175 -85%
FA
44
FSA Advisors
Michigan
$532K +$217K +2,145 +69%
PAG
45
Private Advisor Group
New Jersey
$495K -$49.1K -486 -9%
Osaic Holdings
46
Osaic Holdings
Arizona
$490K +$161K +1,595 +49%
SEP
47
Southland Equity Partners
Missouri
$458K +$138K +1,365 +43%
SFS
48
Security Financial Services
Indiana
$409K +$6.16K +61 +2%
AC
49
Addison Capital
Pennsylvania
$353K +$49K +485 +16%
Mariner
50
Mariner
Kansas
$352K -$1.17M -11,615 -77%
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BILZ Hedge Fund Activity: Q3 2024 in Review

64 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q3 2024, worth a combined $354M — up 42% from $250M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BILZ positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was Beacon Capital Management LLC (Tennessee), adding an estimated $119M. The largest seller was AE Wealth Management, cutting an estimated $47M.

  • 64 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q3 2024, up from 57 in Q2 2024.
  • Funds reported $354M of PIMCO Ultra Short Government Active ETF stock for Q3 2024, up 42% quarter-over-quarter.
  • 14 funds opened new PIMCO Ultra Short Government Active ETF positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest PIMCO Ultra Short Government Active ETF buyer in Q3 2024 was Beacon Capital Management LLC (Tennessee), an estimated $119M added.
  • The largest PIMCO Ultra Short Government Active ETF seller in Q3 2024 was AE Wealth Management, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2024.