PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
36 hedge funds and large institutions have $75.2M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.
1% more capital invested
Capital invested by funds: $74.5M → $75.2M (+$700K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 39 → 36 (-3)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.68M |
| 2 |
Jane Street
New York
|
+$1.87M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$262K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$101K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$81.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $47K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $42K | +$39.8K | +785 | +1,570% |
|
|
HDIM
28
Hanson & Doremus Investment Management
Burlington,
Vermont
| $29K | – | – | – |
|
|
SBL
29
Sargent Bickham Lagudis
Boulder,
Colorado
| $25K | – | – | – |
|
|
AIM
30
Arcadia Investment Management
Kalamazoo,
Michigan
| $21K | +$21K | +414 | New |
|
31
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $16K | +$5.78K | +114 | +57% |
|
|
BFEC
32
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $13K | – | – | – |
|
|
WEC
33
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.1K | – | – | – |
|
34
SEI Investments
Oaks,
Pennsylvania
| $4K | -$17.2K | -340 | -80% |
|
|
TAIM
35
TD Ameritrade Investment Management
Omaha,
Nebraska
| $3K | -$152 | -3 | -5% |
|
|
FIB
36
First Interstate Bank
Billings,
Montana
| – | -$13K | -266 | Closed |
|
|
CFD
37
Creative Financial Designs
Kokomo,
Indiana
| – | -$2K | -39 | Closed |
|
38
AssetMark Inc
Concord,
California
| – | -$1K | -22 | Closed |
|
TUZ Hedge Fund Activity: Q3 2017 in Review
36 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 Q3 2017, worth a combined $75.2M — up 0.94% from $74.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TUZ and 1 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 11 added.
The largest buyer was Royal Bank of Canada, adding an estimated $3.68M. The largest seller was Freedom Investment Management, cutting an estimated $3.08M.
- 36 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q3 2017, down from 39 in Q2 2017.
- Funds reported $75.2M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q3 2017, up 0.94% quarter-over-quarter.
- 1 fund opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q3 2017 and 3 closed out, a net change of -2 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q3 2017 was Royal Bank of Canada, an estimated $3.68M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q3 2017 was Freedom Investment Management, an estimated $3.08M sold.
Based on aggregated 13F filings for Q3 2017.