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 $86M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
7% more capital invested
Capital invested by funds: $80.2M → $86M (+$5.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 32 → 29 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $15K | +$6.27K | +123 | +76% |
|
|
WEC
27
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.2K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $3K | +$2.55K | +50 | New |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$6.34M | -125,200 | Closed |
|
|
BSW
30
Buckingham Strategic Wealth
Clayton,
Missouri
| – | -$2.42M | -47,686 | Closed |
|
|
EWM
31
Empirical Wealth Management
Seattle,
Washington
| – | -$671K | -13,247 | Closed |
|
32
Citigroup
New York
| – | -$10K | -191 | Closed |
|
TUZ Hedge Fund Activity: Q1 2016 in Review
29 of the 3,753 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 2016, worth a combined $86M — up 7.2% from $80.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TUZ and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 12 added.
The largest buyer was Freedom Investment Management, adding an estimated $7.85M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.34M sold.
- 29 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q1 2016, down from 32 in Q4 2015.
- Funds reported $86M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q1 2016, up 7.2% quarter-over-quarter.
- 3 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q1 2016 and 5 closed out, a net change of -2 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q1 2016 was Freedom Investment Management, an estimated $7.85M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q1 2016 was Susquehanna International Group, an estimated $6.34M sold.
Based on aggregated 13F filings for Q1 2016.