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 $57.9M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
Holders Change %
0%
% 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
3
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$20.7M -$5.97M -117,238 -22%
FIM
2
Freedom Investment Management
Connecticut
$15M +$6.55M +128,551 +78%
Morgan Stanley
3
Morgan Stanley
New York
$2.95M -$252K -4,947 -8%
LPL Financial
4
LPL Financial
California
$2.72M -$315K -6,189 -10%
PTC
5
Private Trust Company
Ohio
$2.59M -$300K -5,885 -10%
Wells Fargo
6
Wells Fargo
California
$2.08M +$1.51M +29,578 +261%
Bank of America
7
Bank of America
North Carolina
$1.84M -$287K -5,629 -13%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.81M +$1.47M +28,816 +427%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.77M +$44.3K +870 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.1M -$435K -8,552 -28%
VKH
11
Virtu KCG Holdings
New York
$765K +$765K +15,011 New
PAG
12
Private Advisor Group
New Jersey
$764K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$747K -$117K -2,291 -14%
FIG
14
Fusion Investment Group
Pennsylvania
$728K +$204 +4 +0%
MIS
15
Morningstar Investment Services
Illinois
$447K +$65.5K +1,288 +17%
CCG
16
Chatham Capital Group
Georgia
$392K +$148K +2,900 +60%
MFS
17
MSI Financial Services
Massachusetts
$387K -$3.37K -66 -0.9%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$318K +$318K +6,233 New
Goldman Sachs
19
Goldman Sachs
New York
$314K +$314K +6,172 New
U
20
UBS
Switzerland
$191K -$1.19M -23,400 -86%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$144K
AIG
22
American International Group
New York
$72K +$8.35K +164 +13%
NES
23
New England Securities
New York
$56K +$15.3K +300 +38%
ICM
24
ICC Capital Management
Florida
$31K
HDIM
25
Hanson & Doremus Investment Management
Vermont
$30K