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PIMCO Ultra Short Government Active ETF
BILZ

80 hedge funds and large institutions have $497M invested in PIMCO Ultra Short Government Active ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

40% more capital invested

Capital invested by funds: $354M → $497M (+$143M)

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

25% more funds holding

Funds holding: 64 → 80 (+16)

4.15% more ownership

Funds ownership: 76.23% → 80.38% (+4.1%)

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
22
Increased
31
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$62.8M
2
AWM
AE Wealth Management
Kansas
+$36.3M
3
Goldman Sachs
Goldman Sachs
New York
+$15.4M
4
AFS
Access Financial Services
Minnesota
+$13.6M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$8.16M

Top Sellers

Rank Fund Capital Flow
1
LAS
Lloyd Advisory Services
Georgia
-$7.44M
2
Jane Street
Jane Street
New York
-$4.26M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.71M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$2.36M
5
GS
GTS Securities
New York
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$1.97M +$1.98M +19,553 New
IAA
27
Independent Advisor Alliance
North Carolina
$1.94M +$1.94M +19,214 New
PP
28
Patten & Patten
Tennessee
$1.92M +$73.9K +731 +4%
KA
29
Keene & Associates
Texas
$1.85M +$993K +9,825 +115%
CAG
30
Csenge Advisory Group
Florida
$1.68M +$945K +9,349 +128%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.62M +$1.09M +10,759 +202%
SCA
32
Snowden Capital Advisors
New York
$1.57M – – –
FWM
33
FSR Wealth Management
Illinois
$1.54M +$1.54M +15,275 New
HBS
34
Howard Bailey Securities
Indiana
$1.4M -$1.67M -16,481 -54%
PIS
35
POM Investment Strategies
North Carolina
$1.25M +$72.7K +720 +6%
GS
36
GTS Securities
New York
$1.01M -$2.16M -21,399 -68%
IWC
37
Integrated Wealth Concepts
Massachusetts
$950K -$1.98M -19,611 -68%
Citadel Advisors
38
Citadel Advisors
Florida
$947K -$1.14M -11,247 -54%
Mariner
39
Mariner
Kansas
$866K +$516K +5,107 +147%
CC
40
Chicago Capital
Illinois
$835K – – –
SW
41
SMART Wealth
Nebraska
$830K -$29.9K -296 -3%
AWA
42
Authentikos Wealth Advisory
California
$766K -$1.17M -11,579 -60%
EFS
43
Essex Financial Services
Connecticut
$728K +$52K +515 +8%
KWM
44
Kingsview Wealth Management
Oregon
$718K +$3.54K +35 +0.5%
OWA
45
Outlook Wealth Advisors
Texas
$676K +$8.69K +86 +1%
Jane Street
46
Jane Street
New York
$654K -$4.26M -42,178 -87%
LI
47
LifeWealth Investments
Florida
$596K +$598K +5,916 New
BWM
48
Biltmore Wealth Management
Arizona
$585K +$6.77K +67 +1%
OMC
49
Old Mission Capital
Illinois
$569K +$570K +5,640 New
LWM
50
Lodestone Wealth Management
Washington
$514K -$43.9K -434 -8%
1
2
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BILZ Hedge Fund Activity: Q4 2024 in Review

80 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q4 2024, worth a combined $497M — up 40% from $354M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BILZ positions and 6 closed out — a net gain of 16 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $62.8M. The largest seller was Lloyd Advisory Services, cutting an estimated $7.44M.

  • 80 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $497M of PIMCO Ultra Short Government Active ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 22 funds opened new PIMCO Ultra Short Government Active ETF positions in Q4 2024 and 6 closed out, a net change of +16 holders.
  • The largest PIMCO Ultra Short Government Active ETF buyer in Q4 2024 was Allianz Asset Management, an estimated $62.8M added.
  • The largest PIMCO Ultra Short Government Active ETF seller in Q4 2024 was Lloyd Advisory Services, an estimated $7.44M sold.

Based on aggregated 13F filings for Q4 2024.