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TUZ

PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ

Delisted

TUZ was delisted on the 11th of December, 2019.

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40 hedge funds and large institutions have $92.4M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

25% more funds holding

Funds holding: 32 → 40 (+8)

17% more capital invested

Capital invested by funds: $79.1M → $92.4M (+$13.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
9
Reduced
12
Closed
2
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Credit Agricole
Credit Agricole
France
+$6.91M
2
MML Investors Services
MML Investors Services
Massachusetts
+$5.15M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.15M
4
Jane Street
Jane Street
New York
+$1.89M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.21M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$6.83M
2
Bank of America
Bank of America
North Carolina
-$1.14M
3
LPL Financial
LPL Financial
California
-$365K
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$326K
5
SBL
Sargent Bickham Lagudis
Colorado
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$209K – – –
CCG
27
Chatham Capital Group
Georgia
$203K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$123K +$152 +3 +0.1%
AG
29
Advisor Group
Arizona
$120K -$9.12K -180 -7%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$47K – – –
HDIM
31
Hanson & Doremus Investment Management
Vermont
$28K – – –
SBL
32
Sargent Bickham Lagudis
Colorado
$25K -$301K -5,948 -92%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14.1K +278 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$13K -$2.74K -54 -17%
WEC
35
Winslow Evans & Crocker
Massachusetts
$10.1K – – –
TAIM
36
TD Ameritrade Investment Management
Nebraska
$8K +$7.55K +149 New
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K -$5.17K -102 -50%
IA
38
IFP Advisors
Florida
$3K +$2.53K +50 New
CFD
39
Creative Financial Designs
Indiana
$2K +$1.98K +39 New
JFGLC
40
Johnson Financial Group LLC (Colorado)
Colorado
– -$326K -6,428 Closed
Bank of New York Mellon
41
Bank of New York Mellon
New York
– -$296K -5,852 Closed
1
2

TUZ Hedge Fund Activity: Q1 2017 in Review

40 of the 4,017 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 2017, worth a combined $92.4M — up 17% from $79.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TUZ positions and 2 closed out — a net gain of 9 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $6.91M. The largest seller was Freedom Investment Management, cutting an estimated $6.83M.

  • 40 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q1 2017, up from 32 in Q4 2016.
  • Funds reported $92.4M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q1 2017, up 17% quarter-over-quarter.
  • 11 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q1 2017 and 2 closed out, a net change of +9 holders.
  • The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q1 2017 was Credit Agricole, an estimated $6.91M added.
  • The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q1 2017 was Freedom Investment Management, an estimated $6.83M sold.

Based on aggregated 13F filings for Q1 2017.