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PIMCO Ultra Short Government Active ETF

100 hedge funds and large institutions have $656M invested in PIMCO Ultra Short Government Active ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

10% more funds holding

Funds holding: 91100 (+9)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0% less capital invested

Capital invested by funds: $657M → $656M (-$1.34M)

5.76% less ownership

Funds ownership: 78.41%72.66% (-5.8%)

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.31%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
16
Increased
45
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$120M -$17.9M -177,191 -13%
Allianz Asset Management
2
Allianz Asset Management
Germany
$81.3M +$26.5M +262,404 +48%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.8M -$11.3M -111,726 -15%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$64.5M +$20M +198,265 +45%
LPL Financial
5
LPL Financial
California
$32.9M -$13.4M -132,843 -29%
WLPWM
6
Walled Lake Planning & Wealth Management
Illinois
$25.4M +$2.29M +22,660 +10%
SFWA
7
Summit Financial Wealth Advisors
Louisiana
$21.1M +$14.9M +147,542 +239%
PA
8
Parallel Advisors
California
$20.2M +$12.1M +119,424 +149%
Goldman Sachs
9
Goldman Sachs
New York
$20.1M -$5.62M -55,651 -22%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.1M -$606K -5,997 -4%
AFS
11
Access Financial Services
Minnesota
$15.5M -$22.8M -225,282 -60%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$11.2M +$488K +4,825 +5%
BAG
13
Bridgewealth Advisory Group
California
$9.9M +$1.33M +13,119 +15%
EFS
14
Essex Financial Services
Connecticut
$8.61M +$974K +9,635 +13%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$8.47M +$8.45M +83,663 New
AWA
16
Authentikos Wealth Advisory
California
$7.42M +$889K +8,803 +14%
KA
17
Kooman & Associates
Pennsylvania
$5.98M -$10.8K -107 -0.2%
PAG
18
Private Advisory Group
Washington
$5.93M +$4.63M +45,793 +357%
LAS
19
Lloyd Advisory Services
Georgia
$5.8M +$3.15M +31,209 +119%
CAG
20
Csenge Advisory Group
Florida
$5.75M +$1.45M +14,368 +34%
BWM
21
Base Wealth Management
Florida
$5.47M -$297K -2,937 -5%
TW
22
Trajan Wealth
Arizona
$5.15M -$383K -3,793 -7%
HBS
23
Howard Bailey Securities
Indiana
$4.95M +$1.98M +19,557 +67%
FWM
24
FSR Wealth Management
Illinois
$4.43M +$1.14M +11,307 +35%
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
$4.26M +$1.53M +15,180 +56%