PIMCO Ultra Short Government Active ETF
BILZ
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.
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: 3 → 5 (+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: 64 → 80 (+16)
4.15% more ownership
Funds ownership: 76.23% → 80.38% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$62.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$36.3M |
| 3 |
Goldman Sachs
New York
|
+$15.4M |
| 4 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$13.6M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$7.44M |
| 2 |
Jane Street
New York
|
-$4.26M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.71M |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$2.36M |
| 5 |
GS
GTS Securities
New York
|
-$2.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DRP
76
Decker Retirement Planning
Levi,
Utah
| $9.28K | +$9.29K | +92 | New |
|
|
PA
77
Pineridge Advisors
St. Charles,
Missouri
| $8.88K | -$28.8K | -285 | -76% |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
NMG
79
New Millennium Group
Sandy,
Utah
| $1.92K | +$1.92K | +19 | New |
|
|
RWPA
80
Richard W. Paul & Associates
Novi,
Michigan
| $1.7K | -$3.13K | -31 | -65% |
|
|
PAG
81
Private Advisory Group
Redmond,
Washington
| – | -$1.3M | -12,852 | Closed |
|
|
BAM
82
Belpointe Asset Management
Reno,
Nevada
| – | -$62.3K | -615 | Closed |
|
83
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6.68K | -66 | Closed |
|
84
Bank of America
Charlotte,
North Carolina
| – | -$1.11K | -11 | Closed |
|
|
AF
85
Allworth Financial
Folsom,
California
| – | -$911 | -9 | Closed |
|
86
Fidelity Investments
Boston,
Massachusetts
| – | -$101 | -1 | Closed |
|
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.