TUZ

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

Delisted

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

26 hedge funds and large institutions have $56.7M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$26.6M +$663K +13,037 +3%
FIM
2
Freedom Investment Management
Connecticut
$8.4M +$1.5M +29,573 +22%
Morgan Stanley
3
Morgan Stanley
New York
$3.2M -$521K -10,232 -14%
LPL Financial
4
LPL Financial
California
$3.03M -$65.4K -1,285 -2%
PTC
5
Private Trust Company
Ohio
$2.88M
Bank of America
6
Bank of America
North Carolina
$2.12M +$860K +16,897 +68%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.73M -$114K -2,245 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.54M +$1.27M +25,034 +483%
U
9
UBS
Switzerland
$1.38M -$3.01M -59,149 -69%
BCM
10
Bluefin Capital Management
New York
$1.2M +$1.2M +24,106 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$863K +$77.6K +1,524 +10%
PAG
12
Private Advisor Group
New Jersey
$763K
FIG
13
Fusion Investment Group
Pennsylvania
$727K +$300K +5,894 +70%
Wells Fargo
14
Wells Fargo
California
$576K +$233K +4,577 +68%
MFS
15
MSI Financial Services
Massachusetts
$389K +$40.5K +797 +12%
MIS
16
Morningstar Investment Services
Illinois
$381K -$72.1K -1,418 -16%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$343K +$343K +6,748 New
CCG
18
Chatham Capital Group
Georgia
$244K
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$143K
AIG
20
American International Group
New York
$63.6K
NES
21
New England Securities
New York
$41K +$41K +800 New
ICM
22
ICC Capital Management
Florida
$31K
HDIM
23
Hanson & Doremus Investment Management
Vermont
$30K +$6.41K +125 +27%
Citigroup
24
Citigroup
New York
$20K
TRCT
25
Tower Research Capital (TRC)
New York
$10K +$10K +200 New