We are live on ! Find out more
BILZ icon

PIMCO Ultra Short Government Active ETF

91 hedge funds and large institutions have $657M invested in PIMCO Ultra Short Government Active ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

83% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 23

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

14% more capital invested

Capital invested by funds: $578M → $657M (+$79.5M)

12% more funds holding

Funds holding: 8191 (+10)

2.54% less ownership

Funds ownership: 80.95%78.41% (-2.5%)

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
1.2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
22
Increased
42
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$138M +$48.9M +484,230 +55%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$76.1M -$18.8M -185,881 -20%
Allianz Asset Management
3
Allianz Asset Management
Germany
$54.8M -$23.7M -234,382 -30%
LPL Financial
4
LPL Financial
California
$46.3M +$21.8M +216,164 +89%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$44.4M +$17.9M +177,153 +68%
AFS
6
Access Financial Services
Minnesota
$38.3M +$7.97M +78,908 +26%
Goldman Sachs
7
Goldman Sachs
New York
$25.7M +$24.3M +240,446 +1,769%
WLPWM
8
Walled Lake Planning & Wealth Management
Illinois
$23.1M +$23.1M +228,396 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.7M +$7.85M +77,668 +89%
DIM
10
Delta Investment Management
California
$13.4M -$39.9M -394,793 -75%
MAWAG
11
Mid-American Wealth Advisory Group
Missouri
$10.8M +$3.13M +30,970 +41%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.66M -$1.71M -16,952 -15%
BAG
13
Bridgewealth Advisory Group
California
$8.58M +$5.6M +55,382 +189%
FTUS
14
Flow Traders U.S.
New York
$8.41M -$2.83M -27,982 -25%
Mariner
15
Mariner
Kansas
$8.21M +$7.94M +78,624 +3,204%
PA
16
Parallel Advisors
California
$8.13M +$116K +1,146 +1%
EFS
17
Essex Financial Services
Connecticut
$7.63M +$6.67M +66,008 +701%
Jane Street
18
Jane Street
New York
$6.64M +$6.29M +62,292 +1,858%
AWA
19
Authentikos Wealth Advisory
California
$6.53M -$550K -5,438 -8%
SFWA
20
Summit Financial Wealth Advisors
Louisiana
$6.26M +$6.25M +61,846 New
KA
21
Kooman & Associates
Pennsylvania
$5.99M -$325K -3,213 -5%
BWM
22
Base Wealth Management
Florida
$5.77M +$5.76M +57,033 New
TW
23
Trajan Wealth
Arizona
$5.53M +$442K +4,374 +9%
CAG
24
Csenge Advisory Group
Florida
$4.3M +$1.42M +14,065 +50%
ECA
25
Elevated Capital Advisors
Utah
$4.24M

BILZ Hedge Fund Activity: Q2 2025 in Review

91 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Ultra Short Government Active ETF (BILZ) for Q2 2025, worth a combined $657M — up 14% from $578M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BILZ positions and 11 closed out — a net gain of 11 holders — while 42 added to existing stakes and 23 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $48.9M. The largest seller was Delta Investment Management, cutting an estimated $39.9M.

  • 91 institutional investors held PIMCO Ultra Short Government Active ETF (BILZ) as of Q2 2025, up from 81 in Q1 2025.
  • Funds reported $657M of PIMCO Ultra Short Government Active ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 22 funds opened new PIMCO Ultra Short Government Active ETF positions in Q2 2025 and 11 closed out, a net change of +11 holders.
  • The largest PIMCO Ultra Short Government Active ETF buyer in Q2 2025 was AE Wealth Management, an estimated $48.9M added.
  • The largest PIMCO Ultra Short Government Active ETF seller in Q2 2025 was Delta Investment Management, an estimated $39.9M sold.

Based on aggregated 13F filings for Q2 2025.