PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
29 hedge funds and large institutions have $54.8M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.
6% more capital invested
Capital invested by funds: $51.8M → $54.8M (+$2.99M)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
3% less funds holding
Funds holding: 30 → 29 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWMG
26
Signature Wealth Management Group
Atlanta,
Georgia
| $5K | +$5.04K | +101 | New |
|
|
FGAM
27
Financial Gravity Asset Management
Lakeway,
Texas
| $3K | -$1.97M | -39,456 | -100% |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $2.51K | – | – | – |
|
29
Envestnet Asset Management
Chicago,
Illinois
| – | -$493K | -9,840 | Closed |
|
|
CCG
30
Chatham Capital Group
Savannah,
Georgia
| – | -$200K | -4,000 | Closed |
|
31
SEI Investments
Oaks,
Pennsylvania
| – | -$39K | -783 | Closed |
|
|
CF
32
Centaurus Financial
Anaheim,
California
| – | -$8K | -155 | Closed |
|
|
AF
33
Allworth Financial
Folsom,
California
| – | -$6K | -127 | Closed |
|
TUZ Hedge Fund Activity: Q3 2018 in Review
29 of the 4,374 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 2018, worth a combined $54.8M — up 5.8% from $51.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TUZ and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.
The largest buyer was Jane Street, adding an estimated $3.29M. The largest seller was Financial Gravity Asset Management, cutting an estimated $1.97M.
- 29 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q3 2018, down from 30 in Q2 2018.
- Funds reported $54.8M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q3 2018, up 5.8% quarter-over-quarter.
- 4 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q3 2018 and 5 closed out, a net change of -1 holder.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q3 2018 was Jane Street, an estimated $3.29M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q3 2018 was Financial Gravity Asset Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q3 2018.