PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ was delisted on the 11th of December, 2019.
31 hedge funds and large institutions have $47M invested in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
7% more funds holding
Funds holding: 29 → 31 (+2)
4% more capital invested
Capital invested by funds: $45M → $47M (+$1.94M)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.52M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.21M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$982K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$9.52M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.09M |
| 3 |
Jane Street
New York
|
-$749K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$384K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$323K |
TUZ Hedge Fund Activity: Q3 2015 in Review
31 of the 3,590 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 2015, worth a combined $47M — up 4.3% from $45M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TUZ positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.1M. The largest seller was Freedom Investment Management, cutting an estimated $9.52M.
- 31 institutional investors held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) as of Q3 2015, up from 29 in Q2 2015.
- Funds reported $47M of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund stock for Q3 2015, up 4.3% quarter-over-quarter.
- 3 funds opened new PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund positions in Q3 2015 and 1 closed out, a net change of +2 holders.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund buyer in Q3 2015 was Wells Fargo, an estimated $11.1M added.
- The largest PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund seller in Q3 2015 was Freedom Investment Management, an estimated $9.52M sold.
Based on aggregated 13F filings for Q3 2015.