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PIMCO Ultra Short Government Active ETF

81 hedge funds and large institutions have $578M invested in PIMCO Ultra Short Government Active ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $497M → $578M (+$80.7M)

1% more funds holding

Funds holding: 8081 (+1)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.57% more ownership

Funds ownership: 80.38%80.95% (+0.57%)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.09%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
11
Increased
32
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
1
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.9M -$29.7M -293,686 -24%
AWM
2
AE Wealth Management
Kansas
$89.1M -$5.19M -51,409 -6%
Allianz Asset Management
3
Allianz Asset Management
Germany
$78.5M -$26.6M -262,919 -25%
DIM
4
Delta Investment Management
California
$53.3M +$53.2M +526,971 New
AFS
5
Access Financial Services
Minnesota
$30.3M +$16.6M +164,584 +122%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$26.5M +$17.2M +170,237 +186%
LPL Financial
7
LPL Financial
California
$24.4M +$19M +188,169 +353%
Renaissance Technologies
8
Renaissance Technologies
New York
$21.6M +$21.6M +213,900 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$12.8M +$12.8M +126,582 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$11.4M +$1.04M +10,261 +10%
FTUS
11
Flow Traders U.S.
New York
$11.2M +$6.14M +60,805 +121%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.86M +$4.83M +47,808 +120%
PA
13
Parallel Advisors
California
$8.02M +$1.21M +11,979 +18%
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$7.63M -$5.04M -49,846 -40%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$7.45M
AWA
16
Authentikos Wealth Advisory
California
$7.08M +$6.3M +62,350 +821%
KA
17
Kooman & Associates
Pennsylvania
$6.32M +$6.31M +62,442 New
TW
18
Trajan Wealth
Arizona
$5.09M -$1.85M -18,334 -27%
ECA
19
Elevated Capital Advisors
Utah
$4.24M +$82.5K +817 +2%
TAP
20
Tounjian Advisory Partners
Florida
$4.06M +$4.05M +40,120 New
Citadel Advisors
21
Citadel Advisors
Florida
$3.83M +$2.87M +28,453 +303%
APA
22
Astoria Portfolio Advisors
New York
$3.64M +$312K +3,087 +9%
LAS
23
Lloyd Advisory Services
Georgia
$3.45M -$3.07M -30,345 -47%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.33M +$1.69M +16,775 +104%
PWS
25
Precision Wealth Strategies
Missouri
$3.21M -$110K -1,085 -3%

BILZ Hedge Fund Activity: Q1 2025 in Review

81 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q1 2025, worth a combined $578M — up 16% from $497M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BILZ positions and 9 closed out — a net gain of 2 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was Delta Investment Management, opening a new position worth an estimated $53.2M. The largest seller was Beacon Capital Management LLC (Tennessee), cutting an estimated $29.7M.

  • 81 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q1 2025, up from 80 in Q4 2024.
  • Funds reported $578M of PIMCO Ultra Short Government Active ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 11 funds opened new PIMCO Ultra Short Government Active ETF positions in Q1 2025 and 9 closed out, a net change of +2 holders.
  • The largest PIMCO Ultra Short Government Active ETF buyer in Q1 2025 was Delta Investment Management, an estimated $53.2M added.
  • The largest PIMCO Ultra Short Government Active ETF seller in Q1 2025 was Beacon Capital Management LLC (Tennessee), an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2025.