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PIMCO Ultra Short Government Active ETF
BILZ

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
19
Reduced
4
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
$11.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.16M
3
APA
Astoria Portfolio Advisors
New York
$3.1M
4
Mariner
Mariner
Kansas
$8.6M
5
TF
Trek Financial
Arizona
$3.37M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$75.7M
2
LAS
Lloyd Advisory Services
Georgia
$0
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$0
4
LCWP
Legacy Capital Wealth Partners
Arkansas
$0
5
KA
Keene & Associates
Texas
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$75.7M -$53M -523,672 -41%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$11.2M +$4.04M +39,988 +56%
Mariner
3
Mariner
Kansas
$8.6M +$2.87M +28,377 +50%
LPL Financial
4
LPL Financial
California
$7.69M +$2.63M +26,024 +52%
TW
5
Trajan Wealth
Arizona
$6.47M +$6.47M +63,977 New
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$4.5M +$467K +4,619 +12%
BAG
7
Bridgewealth Advisory Group
California
$4.27M +$1.17M +11,576 +38%
GLR
8
Great Lakes Retirement
Ohio
$3.71M +$163K +1,607 +5%
TF
9
Trek Financial
Arizona
$3.37M +$2.75M +27,142 +441%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.16M +$3.16M +31,287 New
APA
11
Astoria Portfolio Advisors
New York
$3.1M +$3.1M +30,688 New
AWA
12
Authentikos Wealth Advisory
California
$2.62M +$333K +3,290 +15%
FTUS
13
Flow Traders U.S.
New York
$2.61M +$2.61M +25,759 New
HWM
14
Heirloom Wealth Management
Colorado
$2.33M +$2.11M +20,861 +980%
OWA
15
Outlook Wealth Advisors
Texas
$2.25M +$1.12M +11,032 +99%
PWS
16
Precision Wealth Strategies
Missouri
$2.12M +$586K +5,792 +38%
SCA
17
Snowden Capital Advisors
New York
$1.64M +$80.3K +794 +5%
Jane Street
18
Jane Street
New York
$1.27M +$1.27M +12,555 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.24M +$1.08M +10,630 +656%
KA
20
Keene & Associates
Texas
$1.2M -$467K -4,615 -28%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$943K +$198K +1,959 +27%
CC
22
Chicago Capital
Illinois
$838K +$838K +8,280 New
PP
23
Patten & Patten
Tennessee
$806K +$806K +7,966 New
CAG
24
Csenge Advisory Group
Florida
$705K +$305K +3,019 +76%
GM
25
GeoWealth Management
Illinois
$666K +$354K +3,500 +113%
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