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PIMCO Ultra Short Government Active ETF

80 hedge funds and large institutions have $497M invested in PIMCO Ultra Short Government Active ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

40% more capital invested

Capital invested by funds: $354M → $497M (+$143M)

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

25% more funds holding

Funds holding: 6480 (+16)

4.15% more ownership

Funds ownership: 76.23%80.38% (+4.1%)

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
22
Increased
31
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
1
Beacon Capital Management LLC (Tennessee)
Tennessee
$124M +$5.02M +49,670 +4%
Allianz Asset Management
2
Allianz Asset Management
Germany
$105M +$62.8M +622,026 +149%
AWM
3
AE Wealth Management
Kansas
$94M +$36.3M +359,076 +63%
Goldman Sachs
4
Goldman Sachs
New York
$17.2M +$15.4M +152,103 +816%
AFS
5
Access Financial Services
Minnesota
$13.6M +$13.6M +135,018 New
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$12.6M -$2.36M -23,402 -16%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.3M +$253K +2,504 +3%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$9.22M +$8.16M +80,790 +758%
BAG
9
Bridgewealth Advisory Group
California
$8.25M +$2.27M +22,427 +38%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$7.45M -$1.26M -12,491 -14%
TW
11
Trajan Wealth
Arizona
$6.92M -$624K -6,177 -8%
PA
12
Parallel Advisors
California
$6.78M +$6.8M +67,253 New
LAS
13
Lloyd Advisory Services
Georgia
$6.5M -$7.44M -73,605 -53%
LPL Financial
14
LPL Financial
California
$5.38M +$43.7K +433 +0.8%
FTUS
15
Flow Traders U.S.
New York
$5.07M +$4.07M +40,245 +402%
ECA
16
Elevated Capital Advisors
Utah
$4.14M +$772K +7,643 +23%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4M -$2.71M -26,792 -40%
APA
18
Astoria Portfolio Advisors
New York
$3.33M -$8.89K -88 -0.3%
PWS
19
Precision Wealth Strategies
Missouri
$3.31M +$1.59M +15,784 +93%
GM
20
GeoWealth Management
Illinois
$3.14M +$600K +5,940 +24%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.9M +$46.6K +461 +2%
TF
22
Trek Financial
Arizona
$2.89M +$2.9M +28,705 New
LCWP
23
Legacy Capital Wealth Partners
Arkansas
$2.7M +$3.33K +33 +0.1%
BOSSRA
24
B.O.S.S. Retirement Advisors
Utah
$2.27M +$1.58M +15,672 +229%
GLR
25
Great Lakes Retirement
Ohio
$2.22M -$1.37M -13,538 -38%

BILZ Hedge Fund Activity: Q4 2024 in Review

80 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q4 2024, worth a combined $497M — up 40% from $354M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BILZ positions and 6 closed out — a net gain of 16 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $62.8M. The largest seller was Lloyd Advisory Services, cutting an estimated $7.44M.

  • 80 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $497M of PIMCO Ultra Short Government Active ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 22 funds opened new PIMCO Ultra Short Government Active ETF positions in Q4 2024 and 6 closed out, a net change of +16 holders.
  • The largest PIMCO Ultra Short Government Active ETF buyer in Q4 2024 was Allianz Asset Management, an estimated $62.8M added.
  • The largest PIMCO Ultra Short Government Active ETF seller in Q4 2024 was Lloyd Advisory Services, an estimated $7.44M sold.

Based on aggregated 13F filings for Q4 2024.