PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
29 hedge funds and large institutions have $34.2M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
4% more funds holding
Funds holding: 28 → 29 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $34.9M → $34.2M (-$661K)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $10K | +$6.52K | +128 | +210% |
|
27
Citigroup
New York
| $6K | -$142K | -2,788 | -96% |
|
28
SEI Investments
Oaks,
Pennsylvania
| $1K | +$815 | +16 | New |
|
|
VKH
29
Virtu KCG Holdings
New York
| – | -$865K | -16,975 | Closed |
|
|
MAA
30
Managed Account Advisors
Jersey City,
New Jersey
| – | -$559K | -10,964 | Closed |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$506K | -9,929 | Closed |
|
TUZ Hedge Fund Activity: Q1 2015 in Review
29 of the 3,752 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 2015, worth a combined $34.2M — down 1.9% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TUZ positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $1.56M. The largest seller was Empirical Wealth Management, cutting an estimated $2.29M.
- 29 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q1 2015, up from 28 in Q4 2014.
- Funds reported $34.2M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q1 2015, down 1.9% quarter-over-quarter.
- 5 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q1 2015 and 3 closed out, a net change of +2 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q1 2015 was Freedom Investment Management, an estimated $1.56M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q1 2015 was Empirical Wealth Management, an estimated $2.29M sold.
Based on aggregated 13F filings for Q1 2015.