PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
39 hedge funds and large institutions have $74.5M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.
3% less funds holding
Funds holding: 40 → 39 (-1)
19% less capital invested
Capital invested by funds: $92.4M → $74.5M (-$17.9M)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
Top Sellers
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$9.44M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.11M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
-$3.02M |
| 4 |
LWA
Lowe Wealth Advisors
Columbia,
Maryland
|
-$2.41M |
| 5 |
Morgan Stanley
New York
|
-$884K |
TUZ Hedge Fund Activity: Q2 2017 in Review
39 of the 4,011 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 2017, worth a combined $74.5M — down 19% from $92.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TUZ and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.
The largest buyer was Freedom Investment Management, adding an estimated $1.87M. The largest seller was MML Investors Services, exiting entirely with an estimated $9.44M sold.
- 39 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q2 2017, down from 40 in Q1 2017.
- Funds reported $74.5M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q2 2017, down 19% quarter-over-quarter.
- 3 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q2 2017 and 4 closed out, a net change of -1 holder.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q2 2017 was Freedom Investment Management, an estimated $1.87M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q2 2017 was MML Investors Services, an estimated $9.44M sold.
Based on aggregated 13F filings for Q2 2017.