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PIMCO Ultra Short Government Active ETF

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: 57 (+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: 8081 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
51
B.O.S.S. Retirement Advisors
Utah
$557K -$1.72M -17,011 -76%
LWM
52
Lodestone Wealth Management
Washington
$526K +$9.19K +91 +2%
PAG
53
Private Advisory Group
Washington
$509K +$508K +5,028 New
Cerity Partners
54
Cerity Partners
New York
$506K +$505K +5,000 New
Osaic Holdings
55
Osaic Holdings
Arizona
$470K +$33.1K +328 +8%
AC
56
Addison Capital
Pennsylvania
$453K +$49.8K +493 +12%
LI
57
LifeWealth Investments
Florida
$434K -$164K -1,625 -27%
SEP
58
Southland Equity Partners
Missouri
$421K +$19K +188 +5%
KWM
59
Kingsview Wealth Management
Oregon
$382K -$338K -3,350 -47%
VWA
60
Visionary Wealth Advisors
Illinois
$373K +$131K +1,300 +54%
Jane Street
61
Jane Street
New York
$339K -$317K -3,137 -48%
OWA
62
Outlook Wealth Advisors
Texas
$333K -$344K -3,407 -51%
FA
63
FSA Advisors
Michigan
$300K -$90.7K -898 -23%
HWM
64
Heirloom Wealth Management
Colorado
$257K -$4.85K -48 -2%
SG
65
StoneX Group
New York
$251K +$3.33K +33 +1%
Mariner
66
Mariner
Kansas
$248K -$620K -6,133 -71%
BFAG
67
Blackston Financial Advisory Group
Florida
$224K -$204K -2,020 -48%
LRWM
68
Lord & Richards Wealth Management
Colorado
$80.9K -$163K -1,616 -67%
RWM
69
Rialto Wealth Management
New York
$54K
Q1WB
70
Quest 10 Wealth Builders
Virginia
$53.9K -$87.9K -870 -62%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$40K
PTC
72
Private Trust Company
Ohio
$33.9K +$33.8K +335 New
PSFG
73
Park Square Financial Group
Georgia
$33K +$6.57K +65 +25%
SIS
74
Sound Income Strategies
Florida
$28.8K
T
75
Transce3nd
Texas
$12.9K -$33.9K -336 -73%

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.