PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
26 hedge funds and large institutions have $56.7M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 25 → 26 (+1)
5% more capital invested
Capital invested by funds: $54.3M → $56.7M (+$2.45M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
Top Sellers
| 1 |
U
UBS
Zurich,
Switzerland
|
-$3.01M |
| 2 |
Morgan Stanley
New York
|
-$521K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$298K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$114K |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$72.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | -$712 | -14 | -31% |
|
|
VKH
27
Virtu KCG Holdings
New York
| – | -$298K | -5,867 | Closed |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$16K | -313 | Closed |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$10K | -195 | Closed |
|
TUZ Hedge Fund Activity: Q1 2014 in Review
26 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) for Q1 2014, worth a combined $56.7M — up 4.5% from $54.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TUZ positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $1.5M. The largest seller was UBS, cutting an estimated $3.01M.
- 26 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q1 2014, up from 25 in Q4 2013.
- Funds reported $56.7M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q1 2014, up 4.5% quarter-over-quarter.
- 4 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q1 2014 and 3 closed out, a net change of +1 holder.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q1 2014 was Freedom Investment Management, an estimated $1.5M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q1 2014 was UBS, an estimated $3.01M sold.
Based on aggregated 13F filings for Q1 2014.