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PIMCO Ultra Short Government Active ETF
BILZ

91 hedge funds and large institutions have $657M invested in PIMCO Ultra Short Government Active ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

83% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 23

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

14% more capital invested

Capital invested by funds: $578M → $657M (+$79.5M)

12% more funds holding

Funds holding: 81 → 91 (+10)

2.54% less ownership

Funds ownership: 80.95% → 78.41% (-2.5%)

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
1.2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
22
Increased
42
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$48.9M
2
Goldman Sachs
Goldman Sachs
New York
+$24.3M
3
WLPWM
Walled Lake Planning & Wealth Management
Illinois
+$23.1M
4
LPL Financial
LPL Financial
California
+$21.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$17.9M

Top Sellers

Rank Fund Capital Flow
1
DIM
Delta Investment Management
California
-$39.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$23.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$21.6M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$18.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
51
FSA Advisors
Michigan
$1.03M +$725K +7,178 +243%
AFG
52
ABLE Financial Group
Arizona
$1.02M +$184K +1,825 +22%
SFS
53
Security Financial Services
Indiana
$863K +$19.3K +191 +2%
CC
54
Chicago Capital
Illinois
$838K – – –
SEI Investments
55
SEI Investments
Pennsylvania
$813K +$812K +8,036 New
PAG
56
Private Advisor Group
New Jersey
$755K +$15.2K +150 +2%
UBS Group
57
UBS Group
Switzerland
$658K -$712K -7,042 -52%
FCG
58
Financial Connections Group
California
$620K +$620K +6,133 New
BCM
59
Brookstone Capital Management
Illinois
$617K +$616K +6,095 New
FFA
60
Founders Financial Alliance
North Carolina
$606K – – –
BWM
61
Biltmore Wealth Management
Arizona
$600K +$6.16K +61 +1%
CSP
62
Cary Street Partners
Virginia
$494K -$571K -5,650 -54%
LWM
63
Lodestone Wealth Management
Washington
$485K -$40.1K -397 -8%
KFG
64
Kingdom Financial Group
Arizona
$477K +$477K +4,717 New
BFAG
65
Blackston Financial Advisory Group
Florida
$477K +$253K +2,503 +113%
AI
66
Atria Investments
North Carolina
$465K +$465K +4,598 New
FHC
67
First Heartland Consultants
Missouri
$465K +$465K +4,598 New
WGC
68
Watts Gwilliam & Co
Arizona
$447K +$447K +4,427 New
HWM
69
Heirloom Wealth Management
Colorado
$412K +$155K +1,531 +60%
VWA
70
Visionary Wealth Advisors
Illinois
$402K +$28.1K +278 +8%
Q1WB
71
Quest 10 Wealth Builders
Virginia
$388K +$333K +3,300 +619%
AC
72
Addison Capital
Pennsylvania
$308K -$145K -1,434 -32%
UCFA
73
United Capital Financial Advisors
Texas
$304K +$303K +3,000 New
RWM
74
Rialto Wealth Management
New York
$281K +$227K +2,244 +420%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$266K +$265K +2,626 New
1 2
3
4 5

BILZ Hedge Fund Activity: Q2 2025 in Review

91 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q2 2025, worth a combined $657M — up 14% from $578M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BILZ positions and 11 closed out — a net gain of 11 holders — while 42 added to existing stakes and 23 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $48.9M. The largest seller was Delta Investment Management, cutting an estimated $39.9M.

  • 91 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q2 2025, up from 81 in Q1 2025.
  • Funds reported $657M of PIMCO Ultra Short Government Active ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 22 funds opened new PIMCO Ultra Short Government Active ETF positions in Q2 2025 and 11 closed out, a net change of +11 holders.
  • The largest PIMCO Ultra Short Government Active ETF buyer in Q2 2025 was AE Wealth Management, an estimated $48.9M added.
  • The largest PIMCO Ultra Short Government Active ETF seller in Q2 2025 was Delta Investment Management, an estimated $39.9M sold.

Based on aggregated 13F filings for Q2 2025.