PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
30 hedge funds and large institutions have $51.8M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
5% more capital invested
Capital invested by funds: $49.5M → $51.8M (+$2.36M)
12% less funds holding
Funds holding: 34 → 30 (-4)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.48M |
| 2 |
Bank of New York Mellon
New York
|
-$606K |
| 3 |
LPL Financial
San Diego,
California
|
-$250K |
| 4 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$121K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $25K | – | – | – |
|
|
CF
27
Centaurus Financial
Anaheim,
California
| $8K | +$7.74K | +155 | New |
|
|
AF
28
Allworth Financial
Folsom,
California
| $6K | +$6.34K | +127 | New |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $2.51K | – | – | – |
|
|
30
Bank of New York Mellon
New York
| – | -$606K | -12,110 | Closed |
|
|
31
LPL Financial
San Diego,
California
| – | -$250K | -4,995 | Closed |
|
32
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$33K | -662 | Closed |
|
|
WEC
33
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$10K | -200 | Closed |
|
|
TAIM
34
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$2K | -33 | Closed |
|
TUZ Hedge Fund Activity: Q2 2018 in Review
30 of the 4,368 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 2018, worth a combined $51.8M — up 4.8% from $49.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TUZ and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 10 added.
The largest buyer was Jane Street, adding an estimated $2.98M. The largest seller was Royal Bank of Canada, cutting an estimated $2.48M.
- 30 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q2 2018, down from 34 in Q1 2018.
- Funds reported $51.8M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q2 2018, up 4.8% quarter-over-quarter.
- 2 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q2 2018 and 5 closed out, a net change of -3 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q2 2018 was Jane Street, an estimated $2.98M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $2.48M sold.
Based on aggregated 13F filings for Q2 2018.