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TUZ

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

Delisted

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

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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

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

2% more capital invested

Capital invested by funds: $56.7M → $57.9M (+$1.18M)

0% more funds holding

Funds holding: 26 → 26 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

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
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$6.55M
2
Wells Fargo
Wells Fargo
California
+$1.51M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.47M
4
VKH
Virtu KCG Holdings
New York
+$764K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$317K

Top Sellers

1
EWM
Empirical Wealth Management
Washington
-$5.97M
2
BCM
Bluefin Capital Management
New York
-$1.2M
3
U
UBS
Switzerland
-$1.19M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$436K
5
LPL Financial
LPL Financial
California
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
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
$2.71M -$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 -$436K -8,552 -28%
VKH
11
Virtu KCG Holdings
New York
$765K +$764K +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 +$65.6K +1,288 +17%
CCG
16
Chatham Capital Group
Georgia
$392K +$148K +2,900 +60%
MFS
17
MSI Financial Services
Massachusetts
$387K -$3.36K -66 -0.9%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$318K +$317K +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 – – –
1
2

TUZ Hedge Fund Activity: Q2 2014 in Review

26 of the 3,479 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 2014, worth a combined $57.9M — up 2.1% from $56.7M a quarter earlier.

Fund positioning in TUZ was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 9 trimmed.

The largest buyer was Freedom Investment Management, adding an estimated $6.55M. The largest seller was Empirical Wealth Management, cutting an estimated $5.97M.

  • 26 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $57.9M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q2 2014, up 2.1% quarter-over-quarter.
  • 3 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q2 2014 and 3 closed out, a net change of 0 holders.
  • The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q2 2014 was Freedom Investment Management, an estimated $6.55M added.
  • The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q2 2014 was Empirical Wealth Management, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2014.