PIMCO Ultra Short Government Active ETF
BILZ
64 hedge funds and large institutions have $354M invested in PIMCO Ultra Short Government Active ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
87% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 15
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more capital invested
Capital invested by funds: $250M → $354M (+$104M)
12% more funds holding
Funds holding: 57 → 64 (+7)
7.72% more ownership
Funds ownership: 68.51% → 76.23% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$119M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$16.2M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.83M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.6M |
| 5 |
GS
GTS Securities
New York
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$47M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$5.03M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$3.42M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$3.1M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.05M |
BILZ Hedge Fund Activity: Q3 2024 in Review
64 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q3 2024, worth a combined $354M — up 42% from $250M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BILZ positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 15 trimmed.
The largest buyer was Beacon Capital Management LLC (Tennessee), adding an estimated $119M. The largest seller was AE Wealth Management, cutting an estimated $47M.
- 64 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q3 2024, up from 57 in Q2 2024.
- Funds reported $354M of PIMCO Ultra Short Government Active ETF stock for Q3 2024, up 42% quarter-over-quarter.
- 14 funds opened new PIMCO Ultra Short Government Active ETF positions in Q3 2024 and 7 closed out, a net change of +7 holders.
- The largest PIMCO Ultra Short Government Active ETF buyer in Q3 2024 was Beacon Capital Management LLC (Tennessee), an estimated $119M added.
- The largest PIMCO Ultra Short Government Active ETF seller in Q3 2024 was AE Wealth Management, an estimated $47M sold.
Based on aggregated 13F filings for Q3 2024.