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PIMCO Ultra Short Government Active ETF
BILZ

Overview Fund Activity

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
Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.93%
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

1
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$120M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$16.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.85M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.62M
5
GS
GTS Securities
New York
+$3.18M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$47.1M
2
LAS
Lloyd Advisory Services
Georgia
-$5.04M
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
-$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
51
FWG Investments
Kentucky
$266K -$667K -6,589 -72%
HWM
52
Heirloom Wealth Management
Colorado
$262K – – –
AFG
53
ABLE Financial Group
Arizona
$238K +$238K +2,354 New
UBS Group
54
UBS Group
Switzerland
$107K +$79.4K +784 +289%
BAM
55
Belpointe Asset Management
Nevada
$62.3K +$62.3K +615 New
CAS
56
Coppell Advisory Solutions
Texas
$49.2K – – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$40K +$40K +395 New
PA
58
Pineridge Advisors
Missouri
$37.8K -$27.5K -272 -42%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$6.68K +$6.68K +66 New
RWPA
60
Richard W. Paul & Associates
Michigan
$4.9K -$2.66K -26 -35%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Bank of America
62
Bank of America
North Carolina
$1.11K +$1.11K +11 New
AF
63
Allworth Financial
California
$911 – – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$101 – – –
TF
65
Trek Financial
Arizona
– -$3.42M -33,823 Closed
OMC
66
Old Mission Capital
Illinois
– -$1.46M -14,395 Closed
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
– -$1.14M -11,259 Closed
HCM
68
Hollencrest Capital Management
California
– -$506K -5,000 Closed
SF
69
Slagle Financial
Illinois
– -$270K -2,672 Closed
PCM
70
Penserra Capital Management
California
– -$8K -79 Closed
DIP
71
DT Investment Partners
Pennsylvania
– -$4.85K -48 Closed
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