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PIMCO Ultra Short Government Active ETF
BILZ

13 hedge funds and large institutions have $29.5M invested in PIMCO Ultra Short Government Active ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more funds holding

Funds holding: 2 → 13 (+11)

372% more capital invested

Capital invested by funds: $6.25M → $29.5M (+$23.2M)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

14.1% less ownership

Funds ownership: 89.19% → 75.09% (-14%)

Holders
13
Holders Change
+11
Holders Change %
+550%
% of All Funds
0.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWM
Palumbo Wealth Management
New York
+$6.63M
2
PWM
PRW Wealth Management
Massachusetts
+$6.33M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$2.68M
4
BAG
Bridgewealth Advisory Group
California
+$2.52M
5
KA
Keene & Associates
Texas
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1
Palumbo Wealth Management
New York
$6.65M +$6.63M +66,027 New
PWM
2
PRW Wealth Management
Massachusetts
$6.35M +$6.33M +62,976 New
Jane Street
3
Jane Street
New York
$2.94M -$2.81M -27,943 -49%
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$2.68M +$2.68M +26,636 New
BAG
5
Bridgewealth Advisory Group
California
$2.53M +$2.52M +25,108 New
KA
6
Keene & Associates
Texas
$1.79M +$1.79M +17,800 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.66M +$1.66M +16,529 New
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$1.6M +$1.59M +15,848 New
SCA
9
Snowden Capital Advisors
New York
$1.26M +$1.25M +12,470 New
BWM
10
Biltmore Wealth Management
Arizona
$538K +$4.22K +42 +0.8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$536K +$535K +5,327 New
AWM
12
AE Wealth Management
Kansas
$503K +$502K +4,998 New
PWS
13
Precision Wealth Strategies
Missouri
$464K +$463K +4,607 New

BILZ Hedge Fund Activity: Q3 2023 in Review

13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q3 2023, worth a combined $29.5M — up 372% from $6.25M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BILZ positions and 0 closed out — a net gain of 11 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Palumbo Wealth Management, opening a new position worth an estimated $6.63M. The largest seller was Jane Street, cutting an estimated $2.81M.

  • 13 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q3 2023, up from 2 in Q2 2023.
  • Funds reported $29.5M of PIMCO Ultra Short Government Active ETF stock for Q3 2023, up 372% quarter-over-quarter.
  • 11 funds opened new PIMCO Ultra Short Government Active ETF positions in Q3 2023 and 0 closed out, a net change of +11 holders.
  • The largest PIMCO Ultra Short Government Active ETF buyer in Q3 2023 was Palumbo Wealth Management, an estimated $6.63M added.
  • The largest PIMCO Ultra Short Government Active ETF seller in Q3 2023 was Jane Street, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2023.