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PIMCO Ultra Short Government Active ETF

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: 35 (+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: 6480 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$493K +$202 +2 +0%
Osaic Holdings
52
Osaic Holdings
Arizona
$435K -$53.1K -526 -11%
BFAG
53
Blackston Financial Advisory Group
Florida
$427K +$428K +4,232 New
SFS
54
Security Financial Services
Indiana
$409K +$1.82K +18 +0.4%
AC
55
Addison Capital
Pennsylvania
$401K +$50.1K +496 +14%
SEP
56
Southland Equity Partners
Missouri
$401K -$56K -554 -12%
FA
57
FSA Advisors
Michigan
$389K -$142K -1,407 -27%
FI
58
FWG Investments
Kentucky
$370K +$106K +1,050 +40%
AFG
59
ABLE Financial Group
Arizona
$341K +$104K +1,030 +44%
KFG
60
Kingdom Financial Group
Arizona
$275K -$437K -4,325 -61%
HWM
61
Heirloom Wealth Management
Colorado
$261K +$101 +1 +0%
SG
62
StoneX Group
New York
$247K +$247K +2,445 New
LRWM
63
Lord & Richards Wealth Management
Colorado
$244K +$244K +2,415 New
VWA
64
Visionary Wealth Advisors
Illinois
$241K +$241K +2,390 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$218K +$219K +2,165 New
Q1WB
66
Quest 10 Wealth Builders
Virginia
$141K +$142K +1,403 New
UBS Group
67
UBS Group
Switzerland
$88.2K -$18.2K -180 -17%
RWM
68
Rialto Wealth Management
New York
$53.8K +$54K +534 New
CAS
69
Coppell Advisory Solutions
Texas
$48.9K -$303 -3 -0.6%
CAWM
70
Capital A Wealth Management
Pennsylvania
$47.8K +$47.9K +474 New
T
71
Transce3nd
Texas
$46.7K +$46.8K +463 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$39.8K
SIS
73
Sound Income Strategies
Florida
$28.7K +$28.8K +285 New
PSFG
74
Park Square Financial Group
Georgia
$26.3K +$26.4K +261 New
SSB
75
Sandy Spring Bank
Maryland
$9.88K +$9.9K +98 New

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.