PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
31 hedge funds and large institutions have $96.6M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
12% more capital invested
Capital invested by funds: $86M → $96.6M (+$10.6M)
7% more funds holding
Funds holding: 29 → 31 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.75M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$884K |
| 3 |
LWA
Lowe Wealth Advisors
Columbia,
Maryland
|
-$451K |
| 4 |
LPL Financial
San Diego,
California
|
-$385K |
| 5 |
AIG
American International Group
New York
|
-$169K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $47K | – | – | – |
|
|
HDIM
27
Hanson & Doremus Investment Management
Burlington,
Vermont
| $28K | – | – | – |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $15K | +$511 | +10 | +4% |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.3K | – | – | – |
|
30
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $10K | +$10.4K | +204 | New |
|
|
31
LPL Financial
San Diego,
California
| – | -$385K | -7,544 | Closed |
|
|
AIG
32
American International Group
New York
| – | -$169K | -3,312 | Closed |
|
|
TFA
33
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$16K | -296 | Closed |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| – | -$3K | -50 | Closed |
|
TUZ Hedge Fund Activity: Q2 2016 in Review
31 of the 3,748 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 2016, worth a combined $96.6M — up 12% from $86M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TUZ positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $8.75M.
- 31 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q2 2016, up from 29 in Q1 2016.
- Funds reported $96.6M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q2 2016, up 12% quarter-over-quarter.
- 6 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q2 2016 and 4 closed out, a net change of +2 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q2 2016 was Freedom Investment Management, an estimated $13.4M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q2 2016 was Wells Fargo, an estimated $8.75M sold.
Based on aggregated 13F filings for Q2 2016.