Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (BILZ)

112 + 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
↑ +19
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — BILZ

Based on 115 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
115 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 — +42% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+42% 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.
🟡

Slight buying edge — 54% buying

64 buying55 selling
Last quarter: 64 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new BILZ position: 19 → 16 → 14 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 37% entered in last year

■ 24% conviction (2yr+) ■ 38% medium ■ 37% new
Only 28 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

13 → 19 → 16 → 14 → 27 new funds/Q
New funds entering each quarter: 19 → 16 → 14 → 27. A growing number of institutions are discovering BILZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 19% veterans, 48% new entrants

■ 19% veterans ■ 33% 1-2yr ■ 48% new
Of 115 current holders: 22 (19%) held 2+ years, 38 held 1–2 years, 55 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
9 of 115 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q1, 64 hedge funds were net buyers of BILZ (27 opened a new position, 37 added to an existing one), while 55 reduced or exited (47 trimmed, 8 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 115.

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 Q1 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 March 31, 2026 · 80d ago
BILZ
-0.1%
SPY
+13.9%

BILZ outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BILZ
+0.3%
SPY
+0.2%

Since the filing became public, BILZ outperformed SPY by +0.1% .

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.

5 top-rated funds 6 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: BILZ
112 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 112 96 16.67%
13F Shares 7M 6M 14.03%
Total Value $698M $628M 11.19%
New Positions 26 14 +12
Increased Positions 35 26 +9
Closed Positions 10 17 -7
Reduced Positions 47 50 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BILZ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

112 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Authentikos Wealth Advisory, LLC 14.08% 206,512 $20.9M
2 Delta Investment Management, LLC 11.12% 615,577 $62.2M
3 Beacon Capital Management, LLC 8.67% 486,666 $49.1M
4 Access Financial Services, INC. 8.39% 234,391 $23.7M
5 Walled Lake Planning & Wealth Management, LLC 8.28% 279,132 $28.2M
6 Biltmore Wealth Management, LLC 6.59% 183,421 $18.5M
7 Mid-American Wealth Advisory Group, Inc. 5.46% 128,222 $12.9M
8 SMART Wealth LLC 4.51% 152,564 $15.4M
9 Summit Financial Wealth Advisors, LLC 4.34% 302,867 $30.6M
10 Aegis Wealth Management, Inc. 3.55% 44,682 $4.5M
11 Wellment Financial 2.48% 19,862 $2.0M
12 POM Investment Strategies, LLC 2.25% 17,907 $1.8M
13 Kooman & Associates 1.91% 63,593 $6.4M
14 Bridgewealth Advisory Group, LLC 1.51% 72,332 $7.3M
15 SFG Wealth Management, LLC. 1.46% 35,080 $3.5M
16 Integrated Wealth Management 1.18% 10,208 $1.0M
17 Boomfish Wealth Group, LLC 1.10% 20,496 $2.1M
18 ABLE Financial Group, LLC 1.05% 53,059 $5.4M
19 Precision Wealth Strategies, LLC 0.79% 23,470 $2.4M
20 Southland Equity Partners LLC 0.67% 34,265 $3.5M
21 Legacy Capital Wealth Partners, LLC 0.56% 26,959 $2.7M
22 FreeGulliver LLC 0.55% 12,959 $1.3M
23 Williams & Novak, LLC 0.53% 7,061 $711K
24 Centennial Advisors, LLC 0.52% 4,076 $412K
25 Howard Bailey Securities, LLC 0.51% 12,284 $1.2M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 54% buying: Last quarter: 64 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BILZ holders?

Smaller funds dominant — 13% AUM from top-100: 9 of 115 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BILZ?

Mostly new holders — 37% entered in last year: Only 28 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Pimco ETF Tr (BILZ) following the 2026 Q1 hedge fund 13F filings?

As of today, BILZ has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), BILZ has gained -0.1% vs +13.9% 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.

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