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PIMCO Ultra Short Government Active ETF
BILZ

Overview Fund Activity

33 hedge funds and large institutions have $193M invested in PIMCO Ultra Short Government Active ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+20
Holders Change %
+153.85%
% of All Funds
0.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
24
Increased
6
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$128M
2
LAS
Lloyd Advisory Services
Georgia
+$13.6M
3
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$7.17M
4
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$6.42M
5
Mariner
Mariner
Kansas
+$5.7M

Top Sellers

1
PWM
Palumbo Wealth Management
New York
-$6.65M
2
Jane Street
Jane Street
New York
-$2.94M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.66M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$303K
5
KA
Keene & Associates
Texas
-$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$129M +$128M +1,267,138 +25,353%
LAS
2
Lloyd Advisory Services
Georgia
$13.6M +$13.6M +134,725 New
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$7.17M +$7.17M +71,224 New
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$6.42M +$6.42M +63,745 New
Mariner
5
Mariner
Kansas
$5.7M +$5.7M +56,656 New
LPL Financial
6
LPL Financial
California
$5.03M +$5.03M +49,986 New
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$4.01M +$2.41M +23,993 +151%
GLR
8
Great Lakes Retirement
Ohio
$3.53M +$3.53M +35,102 New
BAG
9
Bridgewealth Advisory Group
California
$3.08M +$555K +5,518 +22%
LCWP
10
Legacy Capital Wealth Partners
Arkansas
$2.68M +$2.82K +28 +0.1%
AWA
11
Authentikos Wealth Advisory
California
$2.27M +$2.27M +22,570 New
KA
12
Keene & Associates
Texas
$1.66M -$135K -1,345 -8%
SCA
13
Snowden Capital Advisors
New York
$1.56M +$300K +2,983 +24%
PWS
14
Precision Wealth Strategies
Missouri
$1.53M +$1.07M +10,609 +230%
OWA
15
Outlook Wealth Advisors
Texas
$1.12M +$1.12M +11,174 New
PAG
16
Private Advisor Group
New Jersey
$775K +$775K +7,696 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$741K +$741K +7,365 New
TF
18
Trek Financial
Arizona
$619K +$619K +6,149 New
BWM
19
Biltmore Wealth Management
Arizona
$512K -$24.9K -247 -5%
CAG
20
Csenge Advisory Group
Florida
$398K +$398K +3,954 New
PIS
21
POM Investment Strategies
North Carolina
$383K +$383K +3,808 New
GM
22
GeoWealth Management
Illinois
$311K +$311K +3,087 New
SEP
23
Southland Equity Partners
Missouri
$247K +$247K +2,456 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$232K -$303K -3,018 -57%
HWM
25
Heirloom Wealth Management
Colorado
$214K +$214K +2,128 New
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