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 $45M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
32% more capital invested
Capital invested by funds: $34.2M → $45M (+$10.8M)
0% more funds holding
Funds holding: 29 → 29 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.4M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$3.1M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$2.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$763K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$613K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$463K |
| 2 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$449K |
| 3 |
CCG
Chatham Capital Group
Savannah,
Georgia
|
-$102K |
| 4 |
Morgan Stanley
New York
|
-$82.9K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $11K | +$4.64K | +91 | +78% |
|
|
WEC
27
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.2K | – | – | – |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | -$255 | -5 | -3% |
|
29
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -16 | Closed |
|
TUZ Hedge Fund Activity: Q2 2015 in Review
29 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) for Q2 2015, worth a combined $45M — up 32% from $34.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TUZ positions and 1 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.4M. The largest seller was Goldman Sachs, cutting an estimated $463K.
- 29 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $45M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q2 2015, up 32% quarter-over-quarter.
- 2 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q2 2015 and 1 closed out, a net change of +1 holder.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q2 2015 was Wells Fargo, an estimated $3.4M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q2 2015 was Goldman Sachs, an estimated $463K sold.
Based on aggregated 13F filings for Q2 2015.