PIMCO Ultra Short Government Active ETF
BILZ
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.
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: 39 → 57 (+18)
4.99% more ownership
Funds ownership: 63.52% → 68.51% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$29.3M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$25.7M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$19M |
| 4 |
Jane Street
New York
|
+$5.73M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$7.06M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$2.62M |
| 3 |
HWM
Heirloom Wealth Management
Greenwood Village,
Colorado
|
-$2.06M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.01M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$909K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $27.4K | +$27.4K | +271 | New |
|
|
PCM
52
Penserra Capital Management
Orinda,
California
| $8K | +$7.97K | +79 | New |
|
|
RWPA
53
Richard W. Paul & Associates
Novi,
Michigan
| $7.45K | +$908 | +9 | +14% |
|
|
DIP
54
DT Investment Partners
Chadds Ford,
Pennsylvania
| $4.85K | +$4.84K | +48 | New |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$2.22K | +22 | New |
|
|
AF
56
Allworth Financial
Folsom,
California
| $910 | – | – | – |
|
57
Fidelity Investments
Boston,
Massachusetts
| $101 | +$101 | +1 | New |
|
|
AWA
58
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$2.62M | -25,860 | Closed |
|
|
LA
59
Latitude Advisors
Vero Beach,
Florida
| – | -$246K | -2,429 | Closed |
|
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.