Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (BILZ)

123 + Investors. Track Smart Money conviction in BILZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — BILZ

Based on 123 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BILZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
123 hedge funds hold BILZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

84 buying45 selling
Last quarter: 84 funds were net buyers (24 opened a brand new position + 60 added to an existing one). Only 45 were sellers (29 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 14 → 27 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 35% new

■ 28% conviction (2yr+) ■ 37% medium ■ 35% new
Of the 123 current holders: 34 (28%) held >2 years, 46 held 1–2 years, and 43 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

20 → 16 → 14 → 27 → 24 new funds/Q
New funds entering each quarter: 16 → 14 → 27 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 24% veterans, 45% new entrants

■ 24% veterans ■ 31% 1-2yr ■ 45% new
Of 123 current holders: 30 (24%) held 2+ years, 38 held 1–2 years, 55 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
11 of 123 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BILZ

In 2026 Q2, 84 hedge funds were net buyers of BILZ (24 opened a new position, 60 added to an existing one), while 45 reduced or exited (29 trimmed, 16 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 123.

Hedge Fund Ownership: BILZ

How many hedge funds hold BILZ — quarterly history vs. share price
Quarterly hedge fund ownership of BILZ vs. share price

Market Analysis: BILZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BILZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pimco ETF Tr (BILZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BILZ has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 86d ago
BILZ
-0.1%
SPY
+3.1%

BILZ outperformed SPY by -3.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 41d ago
BILZ
+0.3%
SPY
-1.8%

Since the filing became public, BILZ outperformed SPY by +2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 7 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BILZ
123 + Investors

Track Smart Money conviction in BILZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 123 115 6.96%
13F Shares 8M 7M 7.21%
Total Value $785M $729M 7.64%
New Positions 24 27 -3
Increased Positions 60 37 +23
Closed Positions 16 8 +8
Reduced Positions 29 47 -18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BILZ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

123 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BILZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BILZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Authentikos Wealth Advisory, LLC 13.71% 212,838 $21.5M
2 Delta Investment Management, LLC 9.29% 559,113 $56.4M
3 Biltmore Wealth Management, LLC 8.31% 263,637 $26.6M
4 Walled Lake Planning & Wealth Management, LLC 7.25% 284,589 $28.7M
5 Access Financial Services, INC. 7.12% 215,191 $21.7M
6 Mid-American Wealth Advisory Group, Inc. 6.48% 177,678 $17.9M
7 SMART Wealth LLC 6.25% 287,474 $29.0M
8 Beacon Capital Management, LLC 6.23% 421,207 $42.5M
9 Wellment Financial 5.92% 51,511 $5.2M
10 POM Investment Strategies, LLC 5.20% 45,501 $4.6M
11 Summit Financial Wealth Advisors, LLC 4.09% 316,805 $32.0M
12 Lloyd Advisory Services, LLC. 3.71% 94,845 $9.6M
13 Aegis Wealth Management, Inc. 3.39% 51,964 $5.2M
14 Integrated Wealth Management 3.03% 28,416 $2.9M
15 Kooman & Associates 1.76% 65,055 $6.6M
16 Centennial Advisors, LLC 1.58% 13,124 $1.3M
17 SFG Wealth Management, LLC. 1.34% 36,999 $3.7M
18 Bridgewealth Advisory Group, LLC 1.33% 69,673 $7.0M
19 Boomfish Wealth Group, LLC 1.31% 28,428 $2.9M
20 Howard Bailey Securities, LLC 1.27% 33,625 $3.4M
21 FWG Investments, LLC. 1.14% 21,256 $2.1M
22 Vance Wealth, LLC 1.12% 49,237 $5.0M
23 FSA Advisors, Inc. 0.94% 20,260 $2.0M
24 Networth Advisors, LLC 0.90% 15,411 $1.6M
25 B.O.S.S. Retirement Advisors, LLC 0.76% 28,047 $2.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco ETF Tr (BILZ)

What does the Smart Money Trend signal show for BILZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BILZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BILZ?

More buyers than sellers — 65% buying: Last quarter: 84 funds were net buyers (24 opened a brand new position + 60 added to an existing one). Only 45 were sellers (29 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BILZ holders?

Smaller funds dominant — 9% AUM from top-100: 11 of 123 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BILZ?

Mixed — 28% long-term, 35% new: Of the 123 current holders: 34 (28%) held >2 years, 46 held 1–2 years, and 43 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Pimco ETF Tr (BILZ) following the 2026 Q2 hedge fund 13F filings?

As of today, BILZ has moved +0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (June 30, 2026), BILZ has gained -0.1% vs +3.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →