TUZ

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

Overview Fund Activity
Delisted

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

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29 hedge funds and large institutions have $45M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
2
Increased
13
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.41M
2
FIM
2
Freedom Investment Management
Connecticut
$10.8M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$2.42M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.97M
5
Bank of America
5
Bank of America
North Carolina
$2.98M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.02M
2
EWM
2
Empirical Wealth Management
Washington
$2.27M
3
CCG
3
Chatham Capital Group
Georgia
$443K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.68M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$57K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
1
Freedom Investment Management
Connecticut
$10.8M +$3.1M +60,795 +40%
LWA
2
Lowe Wealth Advisors
Maryland
$6.41M +$51.7K +1,014 +0.8%
Wells Fargo
3
Wells Fargo
California
$5.41M +$3.39M +66,628 +168%
Bank of America
4
Bank of America
North Carolina
$2.98M +$612K +12,013 +26%
Morgan Stanley
5
Morgan Stanley
New York
$2.68M -$82.8K -1,626 -3%
BSW
6
Buckingham Strategic Wealth
Missouri
$2.42M +$2.42M +47,518 New
EWM
7
Empirical Wealth Management
Washington
$2.27M -$449K -8,812 -17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.08M +$61.9K +1,214 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.97M +$762K +14,951 +63%
MIS
10
Morningstar Investment Services
Illinois
$1.48M +$217K +4,258 +17%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.27M +$586K +11,512 +86%
Goldman Sachs
12
Goldman Sachs
New York
$1.02M -$463K -9,084 -31%
UBS Group
13
UBS Group
Switzerland
$996K +$423K +8,292 +74%
FIG
14
Fusion Investment Group
Pennsylvania
$833K +$255 +5 +0%
PAG
15
Private Advisor Group
New Jersey
$764K – – –
Jane Street
16
Jane Street
New York
$749K +$346K +6,791 +86%
CCG
17
Chatham Capital Group
Georgia
$443K -$102K -2,000 -19%
AIG
18
American International Group
New York
$135K – – –
MFS
19
MSI Financial Services
Massachusetts
$62K -$1.02K -20 -2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$58K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$57K -$4.25K -83 -7%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$47K – – –
HCMT
23
Highland Capital Management (Tennessee)
Tennessee
$31K +$31K +600 New
HDIM
24
Hanson & Doremus Investment Management
Vermont
$30K – – –
TFA
25
Transamerica Financial Advisors
Florida
$15K +$51 +1 +0.3%
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