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PIMCO Ultra Short Government Active ETF
BILZ

81 hedge funds and large institutions have $578M invested in PIMCO Ultra Short Government Active ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $497M → $578M (+$80.7M)

1% more funds holding

Funds holding: 80 → 81 (+1)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.57% more ownership

Funds ownership: 80.38% → 80.95% (+0.57%)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.09%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
11
Increased
32
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DIM
Delta Investment Management
California
+$53.2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$21.6M
3
LPL Financial
LPL Financial
California
+$19M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$17.2M
5
AFS
Access Financial Services
Minnesota
+$16.6M

Top Sellers

Rank Fund Capital Flow
1
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$29.7M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$26.6M
3
Goldman Sachs
Goldman Sachs
New York
-$15.9M
4
BAG
Bridgewealth Advisory Group
California
-$5.29M
5
AWM
AE Wealth Management
Kansas
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
Trek Financial
Arizona
$3.17M +$262K +2,591 +9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$3.06M +$149K +1,473 +5%
BAG
28
Bridgewealth Advisory Group
California
$2.97M -$5.29M -52,361 -64%
CAG
29
Csenge Advisory Group
Florida
$2.87M +$1.18M +11,715 +70%
LCWP
30
Legacy Capital Wealth Partners
Arkansas
$2.72M +$3.03K +30 +0.1%
GM
31
GeoWealth Management
Illinois
$2.7M -$456K -4,514 -14%
GS
32
GTS Securities
New York
$2.68M +$1.66M +16,462 +164%
HBS
33
Howard Bailey Securities
Indiana
$1.76M +$355K +3,510 +25%
PP
34
Patten & Patten
Tennessee
$1.76M -$172K -1,698 -9%
SCA
35
Snowden Capital Advisors
New York
$1.57M – – –
GLR
36
Great Lakes Retirement
Ohio
$1.46M -$749K -7,409 -34%
Goldman Sachs
37
Goldman Sachs
New York
$1.38M -$15.9M -157,141 -92%
UBS Group
38
UBS Group
Switzerland
$1.37M +$1.28M +12,672 +1,448%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.34M +$1.33M +13,198 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.17M +$211K +2,087 +22%
PIS
41
POM Investment Strategies
North Carolina
$1.1M -$153K -1,512 -12%
CSP
42
Cary Street Partners
Virginia
$1.07M +$1.06M +10,530 New
EFS
43
Essex Financial Services
Connecticut
$952K +$221K +2,186 +30%
SFS
44
Security Financial Services
Indiana
$844K +$433K +4,282 +106%
AFG
45
ABLE Financial Group
Arizona
$840K +$496K +4,914 +145%
CC
46
Chicago Capital
Illinois
$838K – – –
PAG
47
Private Advisor Group
New Jersey
$739K +$244K +2,413 +49%
FFA
48
Founders Financial Alliance
North Carolina
$606K +$605K +5,990 New
BWM
49
Biltmore Wealth Management
Arizona
$594K +$6.06K +60 +1%
FWM
50
FSR Wealth Management
Illinois
$583K -$961K -9,515 -62%
1
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BILZ Hedge Fund Activity: Q1 2025 in Review

81 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q1 2025, worth a combined $578M — up 16% from $497M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BILZ positions and 9 closed out — a net gain of 2 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was Delta Investment Management, opening a new position worth an estimated $53.2M. The largest seller was Beacon Capital Management LLC (Tennessee), cutting an estimated $29.7M.

  • 81 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q1 2025, up from 80 in Q4 2024.
  • Funds reported $578M of PIMCO Ultra Short Government Active ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 11 funds opened new PIMCO Ultra Short Government Active ETF positions in Q1 2025 and 9 closed out, a net change of +2 holders.
  • The largest PIMCO Ultra Short Government Active ETF buyer in Q1 2025 was Delta Investment Management, an estimated $53.2M added.
  • The largest PIMCO Ultra Short Government Active ETF seller in Q1 2025 was Beacon Capital Management LLC (Tennessee), an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2025.