PIMCO Ultra Short Government Active ETF
BILZ
39 hedge funds and large institutions have $157M invested in PIMCO Ultra Short Government Active ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 9 closing their positions.
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
18% more funds holding
Funds holding: 33 → 39 (+6)
9.81% less ownership
Funds ownership: 52.92% → 43.11% (-9.8%)
18% less capital invested
Capital invested by funds: $193M → $157M (-$35.4M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$4.03M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.16M |
| 3 |
APA
Astoria Portfolio Advisors
New York
|
+$3.1M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.86M |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$52.8M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$13.6M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$6.42M |
| 4 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$2.68M |
| 5 |
KA
Keene & Associates
Fort Worth,
Texas
|
-$466K |
BILZ Hedge Fund Activity: Q1 2024 in Review
39 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q1 2024, worth a combined $157M — down 18% from $193M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BILZ positions and 9 closed out — a net gain of 6 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $4.03M. The largest seller was AE Wealth Management, cutting an estimated $52.8M.
- 39 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q1 2024, up from 33 in Q4 2023.
- Funds reported $157M of PIMCO Ultra Short Government Active ETF stock for Q1 2024, down 18% quarter-over-quarter.
- 15 funds opened new PIMCO Ultra Short Government Active ETF positions in Q1 2024 and 9 closed out, a net change of +6 holders.
- The largest PIMCO Ultra Short Government Active ETF buyer in Q1 2024 was Mid-American Wealth Advisory Group, an estimated $4.03M added.
- The largest PIMCO Ultra Short Government Active ETF seller in Q1 2024 was AE Wealth Management, an estimated $52.8M sold.
Based on aggregated 13F filings for Q1 2024.